High- Net-Worth Individuals

Solutions for High-net-worth

All Tax Filings

We prepare individual tax returns in all 50 States and ensure you file in all necessary jurisdictions.

U.S. International Tax Reporting

Our team is skilled in identifying which U.S. International tax forms you need to file and their preparation.

Personal CFO 

We assemble and coordinate your team of attorneys, investment managers, and insurance professionals to develop & execute a comprehensive financial model and estate plan.

Estate Planning

For U.S. citizens and non-residents with U.S. property, proper estate planning can save you up to 50% of your taxable wealth. 

Tax Controversy Resolution

For domestic and U.S. international tax problems, we will analyze the issues, give you your options, and represent you before the IRS. 

Investment Partnerships 

Proper structuring and reporting of investment partnerships can yield significant tax savings and avoid unintended consequences.  We’ll show you how to do it right. 

Tax Planning 

From optimizing tax payments to structuring investments, good planning helps you reach your goals and saves money at the federal, state and local levels. 

Financial Planning 

We will work with you and your advisors to identify your financial goals and the most proven methods of achieving them. 

Business Plans 

If you are starting a business, we will help you select the right entity and help you to identify and model all the important aspects of your venture.

Bringing Precision to
Individual Taxation

If you’re a high-net-worth individual, ensuring your personal taxes are prepared correctly really matters because it’s easier for you to fall under scrutiny and you want to be confident that there will be no surprises. You also want the assurance that you are paying the minimum amount of tax allowed in what is often a complex situation.

Our team of tax and accounting experts understand the unique personal tax needs of wealthy individuals and families. We are well versed in complex federal and multi-state individual taxation. Our passion is helping you tackle the complex challenges involved in tax matters, and we take pride in providing precise guidance and solutions that do just that. 

In Our Clients’ Words
Portfolio Manager
Portfolio ManagerHedge Fund | New York, NY
Read More
From my investment partnerships, foreign assets, multiple dwelling moves, and charitable foundation, they are always there with cutting edge tax advice. Aside from the quality advice and planning I have received, almost as important was the personal touch they put on their service.
Managing Director
Managing Director Financial Services Firm | New York, NY
Read More
The Beacon CPA team has provided me with outstanding tax advisory and preparation support for the past 15+ years. They have been excellent at guiding my account through a variety of complex private investments, tax law changes and a recent tax jurisdiction relocation.
Wealth Advisor
Wealth AdvisorInvestment Firm | New York, NY
Read More
I rely on Beacon CPA and refer high-net-worth clients to them because they deliver sophisticated knowledge and support at a much lower cost than the big 4 CPA firms.