Financial Professional logo
    Find AdvisorsBrowse FirmsBlogCalculatorsHow it works
    Sign inSign up
    Accountants/High Net Worth Individuals

    Accountants for High Net Worth Individuals

    Advanced tax, estate, and entity planning for significant wealth.

    DP

    Daniel Potrus

    Founder & CPA

    Potrus CPA

    Daniel is a CPA who specializes in tax planning and preparation for athletes, entertainers, and high-earning professionals. He helps clients with variable income stay compliant across multiple states while minimizing their tax burden.

    Los Angeles, California
    VerifiedCPA$1,500
    Athletes & EntertainersHigh Net Worth IndividualsBusiness Owners/Entrepreneurs
    12 years experience
    View profile
    8F

    8 Figure Finance- CFO, Accounting & Tax for Marketing Agencies Doing $1M–$20M

    8 Figure Finance is the accounting and CFO firm built specifically for advertising and marketing agencies, delivering clean books, clear reporting, and real-time financial visibility so owners can scale with confidence.

    Philadelphia, Pennsylvania
    AccountantBookkeeperFractional CFO$50K+ revenue
    SMB OwnersVC Backed StartupsReal Estate Investors+4
    2 years experience
    View profile
    O|

    Ottit | Accounting, Bookkeeping & Controllership For Fast-Growth E-Commerce, SaaS, and SMB Operators Generating $1M - $95M/yr

    The full suite bookkeeping firm supporting fast-growth E-Commerce, SaaS and SMB companies with fast, accurate, and clean financials.

    Orange County, California
    AccountantBookkeeper$500K+ revenue
    SMB OwnersVC Backed StartupsHigh Net Worth Individuals+2
    5 years experience
    View profile
    EC

    ECOM CPA

    ECOM CPA is the trusted guide to financial clarity and growth for 7-9 figure eCommerce sellers

    Oregon, Oregon
    BookkeeperAccountant$1M+ revenue
    SMB OwnersDigital NomadsHigh Net Worth Individuals+9
    10 years experience
    View profile
    O

    OLarry

    Private client white glove tax strategy, built for emerging wealth, high net worth, and ultra-high net worth individuals who demand more than the traditional tax experience offers.

    Nationwide, California
    Accountant$1M+ income | $1M+ revenue
    SMB OwnersQSBS HoldersSolopreneurs+11
    2 years experience
    View profile
    L

    Lemoti

    Pay less taxes, experience better bookkeeping and improve cashflow!

    Miami, Florida
    BookkeeperAccountant$85K+ income | $450K+ revenue
    SMB OwnersVC Backed StartupsReal Estate Investors+5
    3 years experience
    View profile
    B

    Bookkeeper360

    Bookkeeper360 eliminates the headaches of managing your accounting and taxes so you can focus on growing your business.

    New York, New York
    AccountantBookkeeperFractional CFO$250K+ income | $500K+ revenue | $0+ raised
    SMB OwnersVC Backed StartupsReal Estate Investors+7
    14 years experience
    View profile
    CO

    CPA on Fire

    CPA on Fire - Concierge Tax Strategy & Advisory

    Fremont, Ohio
    Accountant$250K+ income | $500K+ revenue
    SMB OwnersHigh Net Worth IndividualsDigital Nomads+10
    14 years experience
    View profile
    ZT

    Zero Tax

    Our mission is to equip small businesses with expert tax and accounting services for one flat rate price!

    Tampa, Florida
    AccountantBookkeeperFractional CFO$250K+ income | $250K+ revenue
    SMB OwnersBootstrapped CompaniesGrowing Companies ($1M-$10M)+3
    2 years experience
    View profile
    GC

    Grace CPA Services

    We offer tax, accounting, and CFO Services

    Grosse Pointe Woods, Michigan
    BookkeeperAccountant$0+ income | $0+ revenue
    Cryptocurrency InvestorsDigital NomadsHENRY (High Earners Not Rich Yet)+8
    18 years experience
    View profile
    CT

    Crypto Tax Made Easy

    We are an aspirin for your crypto tax headache.

    Little Silver, New Jersey
    Accountant
    Cryptocurrency InvestorsSMB OwnersVC Backed Startups+3
    5 years experience
    View profile
    KC

    Kahlenbeck CPA Group

    A tech-forward firm specializing in tax compliance, tax planning, and accounting.

    Fort Wayne, Indiana
    AccountantBookkeeper
    SMB OwnersReal Estate InvestorsHigh Net Worth Individuals+3
    6 years experience
    View profile
    PF

    Purewater Financial

    Full-suite financial services company specializing in tax planning and preparation, accounting/bookkeeping, tax strategy, and cryptocurrency/web3 strategy.

    New York, New York
    Accountant$100K+ income | $1M+ revenue
    Cryptocurrency InvestorsDigital NomadsEquity Compensation (RSUs, Stock Options)+7
    6 years experience
    View profile
    IF

    Iota Finance

    Monthly accounting, tax, and fractional CFO services for small businesses, startups, and entrepreneurs.

    Florida
    AccountantBookkeeperFractional CFO$200K+ income | $500K+ revenue | $500K+ raised
    SMB OwnersVC Backed StartupsK1 Partnership Income+8
    4 years experience
    View profile
    SC

    Steady Co - Accounting, Tax & Fractional CFO

    Backed by 30+ years of Big 4 and industry experience, Steady delivers expert bookkeeping, accounting, tax, payroll, and advisory services to help small and medium-sized businesses thrive.

    Vinyard, Utah
    AccountantBookkeeperFractional CFO$750K+ income | $750K+ revenue
    Cryptocurrency InvestorsHENRY (High Earners Not Rich Yet)High Net Worth Individuals+6
    2 years experience
    View profile
    AC

    Anomaly CPA

    #1 Tax Strategist in US - Anomaly is a fully virtual cloud accounting and tax strategy firm for startups, digital entrepreneurs and growing real estate investors.

    Boston, Massachusetts
    BookkeeperAccountant$400K+ income | $1M+ revenue
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)High Net Worth Individuals+7
    8 years experience
    View profile
    AT

    Arvo Tech

    Strategic tax and bookkeeping partner helping businesses uncover savings, stay compliant, and gain financial clarity.

    Columbus, Ohio
    AccountantBookkeeperTax Credits$0+ income | $0+ revenue
    HENRY (High Earners Not Rich Yet)High Net Worth IndividualsK1 Partnership Income+6
    12 years experience
    View profile
    PC

    Patchwork CPA

    Born to Get You Back To What You Were Born To Do

    Mechanicsville, Virginia
    AccountantFractional CFO$0+ income | $0+ revenue | $0+ raised
    SolopreneursSMB OwnersMulti-state Returns+3
    Experienced accountant
    View profile
    ZC

    Zhubrak Clark and Wasser CPAs and Advisors

    THE POWER OF 3. Three partners. Three friends. Three accounting and tax experts. Welcome to ZCW CPA, the premier firm for real estate GPs, growing commercial businesses, and solopreneurs!

    New York, New York
    AccountantBookkeeperFractional CFO$0+ income | $0+ revenue | $0+ raised
    Real Estate InvestorsSMB OwnersGrowing Companies ($1M-$10M)+8
    6 years experience
    View profile
    BT

    Blackbird Tax Services

    A responsive tax firm that's here for you, no matter how big or small.

    tewksbury, Massachusetts
    Accountant
    Cryptocurrency InvestorsDigital NomadsHENRY (High Earners Not Rich Yet)+8
    1 years experience
    View profile
    RM

    Russell Monteith CPA PLLC

    New York–based tax services firm specializing in complex tax compliance and strategic planning for individuals and small businesses.

    New York, New York
    Accountant
    SMB OwnersQSBS HoldersSolopreneurs+6
    6 years experience
    View profile
    SA

    Sunbridge Advisory LLC

    Boutique accounting firm for builders and busy executives

    San Antonio, Texas
    Accountant$500K+ revenue
    SMB OwnersVC Backed StartupsSolopreneurs+4
    16 years experience
    View profile
    MA

    Mark A Stiles CPA, PLLC

    Mark A Stiles CPA, PLLC ("MASCPA") is a strategic, values-driven CPA firm that empowers small businesses with clear, systemized financial guidance through fractional CFO, bookkeeping, & tax services.

    Epping, New Hampshire
    Fractional CFOAccountantBookkeeper$200K+ income; $500K+ revenue; $0+ raised
    Bootstrapped CompaniesGrowing Companies ($1M-$10M)High Net Worth Individuals+5
    17 years experience
    View profile
    AJ

    Alex Jankowski, CPA, CFP®

    Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® based in PA but serving clients nationwide. I provide tax prep & advisory, as well as holistic financial planning services.

    Phoenixville, Pennsylvania
    AccountantFinancial Advisor$0+ income; $0+ revenue; $0+ investable assets
    RetireesSMB OwnersSolopreneurs+7
    Experienced accountant
    View profile
    HC

    Hall CPA

    Hall CPA helps real estate investors, high-income earners, syndicators & sponsors, developers, SMB owners, and agents & brokers reduce taxes and gain financial clarity.

    Raleigh, North Carolina
    Accountant
    SMB OwnersK1 Partnership IncomeReal Estate Investors+2
    10 years experience
    View profile
    RT

    REI Tax Guys

    Specializes in proactive tax strategy and compliance for real estate investors and business owners with complex entities, K-1s, and passive loss considerations.

    Houston, Texas
    Accountant$250K+ income; $400K+ revenue
    Real Estate InvestorsSMB OwnersHigh Net Worth Individuals+2
    68 years experience
    View profile
    CA

    Conscious Accounting

    Our motto is simple: It doesn't cost to have a good accountant, it pays.

    Covington, Georgia
    BookkeeperAccountant$100K+ income; $1.2M+ revenue
    SMB OwnersVC Backed StartupsReal Estate Investors+8
    12 years experience
    View profile
    TM

    The Millennial CPA

    Named to AccountingToday's 2026 Best Firms for Technology — one of 10 firms nationally recognized for building technology into the core of how they practice.

    Richmond, Virginia
    Accountant$100K+ income
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)High Net Worth Individuals+5
    1 years experience
    View profile
    RC

    Revel CPA

    Helping agencies tackle the complexities of scaling with a highly personal touch.

    Chicago, Illinois
    Accountant$1.5M+ revenue
    SMB OwnersVC Backed StartupsHigh Net Worth Individuals+5
    8 years experience
    View profile
    VI

    Valim Inc

    Flat fee quoted before we start. No hourly billing — founded by an ex-Big 4 CPA. We are a better, faster, and more affordable tax firm. Your return gets filed in weeks, not months.

    Raleigh, North Carolina
    Accountant
    HENRY (High Earners Not Rich Yet)Digital NomadsContent Creators+19
    1 years experience
    View profile
    SA

    Shoff Accounting

    We help business owners with tax planning so they can legally keep more of their profits.

    Opelika, Alabama
    BookkeeperAccountant$250K+ income; $500K+ revenue
    SMB OwnersReal Estate InvestorsSolopreneurs+8
    16 years experience
    View profile
    BH

    Behavioral Health CFOs

    The only fractional CFO firm exclusively serving behavioral health clients

    St George, Utah
    AccountantBookkeeperFractional CFO$50K+ income; $1M+ revenue; $0+ raised
    Bootstrapped CompaniesGrowing Companies ($1M-$10M)HENRY (High Earners Not Rich Yet)+4
    8 years experience
    View profile
    ST

    Sapowith Tax Advisory, PC

    Boutique San Francisco tax practice for complex situations your current CPA can't handle: M&A, international, SALT, cannabis 280E, and tax controversy.

    San Francisco, California
    Accountant$250K+ income; $5M+ revenue
    VC Backed StartupsSMB OwnersHigh Net Worth Individuals+6
    2 years experience
    View profile
    MM

    Mad Money Consulting

    Accounting, tax and advisory solutions customized to the unique needs of your business.

    Baltimore, Maryland
    AccountantBookkeeperFractional CFO$0+ income; $0+ revenue; $0+ raised
    Bootstrapped CompaniesEnterprise Companies ($50M+)Growing Companies ($1M-$10M)+11
    4 years experience
    View profile
    CA

    CMH Advisors

    We're a full service accounting, advisory, payroll and tax strategy CPA firm.

    Dallas, Texas
    AccountantFractional CFOBookkeeper$150K+ income; $500K+ revenue; $1M+ raised; $1M+ investable assets
    Athletes & EntertainersBusiness ExecutivesBusiness Owners/Entrepreneurs+16
    12 years experience
    View profile
    T

    TBS

    The Entrepreneurs Accounting Firm

    Warrendale, Pennsylvania
    Accountant
    HENRY (High Earners Not Rich Yet)High Net Worth IndividualsK1 Partnership Income+4
    15 years experience
    View profile
    FC

    Fusion CPA

    Fusion CPA provides outsourced controller services, tax planning, and accounting software solutions for scaling enterprises in Atlanta and around the US.

    Atlanta, Georgia
    BookkeeperAccountant
    Cryptocurrency InvestorsDigital NomadsHigh Net Worth Individuals+3
    15 years experience
    View profile
    ST

    SAS Tax & Accounting

    SAS Tax & Accounting is a friendly accounting firm providing bookkeeping, tax and advisory services, with a focus on clear communication, timely follow up and making financial topics easy to understand.

    Pelham, Alabama
    BookkeeperAccountant
    SolopreneursReal Estate InvestorsSMB Owners+4
    21 years experience
    View profile
    PB

    PBS BUSINESS ADVISORS PLLC

    We have over 40 years experience offering CPA BUSINESS ADVISORY SERVICES

    Troy, Michigan
    Fractional CFOFRACTIONAL EXECUTIVEAccountant$0+ income | $500K+ revenue | $0+ raised
    Growing Companies ($1M-$10M)Bootstrapped CompaniesSolopreneurs+5
    40 years experience
    View profile
    T

    TaxCentric

    Accounting & Financial Advising that prioritizes expertise and customer service.

    Fair Lawn, New Jersey
    Accountant
    SMB OwnersSolopreneursDigital Nomads+5
    2 years experience
    View profile
    KS

    Katherine Studley

    Where tax systems meets entrepreneurs, no judgement.

    Houston, Texas
    BookkeeperAccountant
    SMB OwnersSolopreneursReal Estate Investors+7
    5 years experience
    View profile
    MH

    Monterra Halden

    You can't fix what you can't see. Monterra Halden was built for multi-entity businesses that need a real tax strategy, not just a return, and a financial partner who's in the room all year.

    University Heights, Ohio
    Accountant$250K+ revenue
    SMB OwnersReal Estate InvestorsSolopreneurs+6
    35 years experience
    View profile
    HA

    Humm Accounting

    Bookkeeping and tax for todays entrepreneur

    Fort Collins, Colorado
    BookkeeperAccountant$150K+ income
    SMB OwnersReal Estate InvestorsSolopreneurs+6
    8 years experience
    View profile
    N

    Nimbl

    We provide freedom for business owners as their fractional accounting, finance, and tax team.

    Salt Lake City, Utah
    Accountant$1M+ income | $1M+ revenue
    High Net Worth IndividualsVC Backed Startups
    7 years experience
    View profile
    PM

    Pilot Management Group

    We provide the financial structure, strategy, and insight growing businesses need to make confident, data-driven decisions.

    Detroit, Michigan
    BookkeeperAccountant
    SMB OwnersSolopreneursK1 Partnership Income+3
    16 years experience
    View profile
    DC

    DG CPAs

    Forward-Thinking, Modernized White-Glove Tax Preparation and Consulting Services by Trusted, Experienced CPAs

    Los Angeles, California
    Accountant
    SMB OwnersSolopreneursHigh Net Worth Individuals+4
    3 years experience
    View profile
    TS

    TD SMITH TAX LLC

    Our firm combines tax expertise with financial planning to offer a unique, all-in-one approach—helping you grow wealth, cut taxes, and make every financial move count.

    New York
    Accountant
    SMB OwnersSolopreneursHigh Net Worth Individuals+2
    6 years experience
    View profile
    WA

    Walker Advisory, LLC

    Profitability Experts on a mission to help thousands of small businesses grow their bottom line.

    Sandy Hook, Connecticut
    AccountantBookkeeperFractional CFO$750K+ revenue
    Growing Companies ($1M-$10M)Mid-Market Companies ($10M-$50M)High Net Worth Individuals+1
    3 years experience
    View profile
    AM

    Alpine Mar

    The Modern Day Accounting Firm

    Florida
    BookkeeperAccountant
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)HENRY (High Earners Not Rich Yet)+7
    6 years experience
    View profile
    YN

    YOLO Numbers

    We provide strategic solutions to business owners including tax planning, comprehensive bookkeeping, cloud accounting integration, fractional Controller & CFO support, and deep financial diligence.

    Austin, Texas
    Accountant$200K+ income | $500K+ revenue
    HENRY (High Earners Not Rich Yet)High Net Worth IndividualsK1 Partnership Income+7
    5 years experience
    View profile
    PT

    Private Tax Solutions

    We are a full-service tax and accounting firm that offers a broad range of services for business owners, investors, and independent professionals across the United States.

    Salt Lake City, Utah
    BookkeeperAccountant
    SMB OwnersVC Backed StartupsReal Estate Investors+6
    11 years experience
    View profile
    R&

    Ralph & Ralph

    Bookkeeping, tax prep, CFO support - all under one roof. We'll keep your back office running so you can keep building.

    Houston, Texas
    BookkeeperAccountant$250K+ revenue
    SMB OwnersVC Backed StartupsReal Estate Investors+4
    61 years experience
    View profile
    WC

    Wander CPA

    We provide tax planning and preparation for small to medium sized businesses.

    Los Angeles, California
    Accountant
    SMB OwnersReal Estate InvestorsSolopreneurs+4
    9 years experience
    View profile
    YZ

    Yasmin Zarrinkelk

    Tax Planning and Advisory Services for High-Income Families & Small Business Owners

    Irvine, California
    Accountant
    SMB OwnersReal Estate InvestorsSolopreneurs+3
    2 years experience
    View profile
    TG

    The Graf Tax Co. PLLC

    We help content creators and video production companies stay compliant and pay less in taxes with year-round planning and support.

    Leander, Texas
    Accountant$100K+ income | $100K+ revenue
    SMB OwnersSolopreneursHigh Net Worth Individuals+2
    6 years experience
    View profile
    KA

    KK Accountancy

    KK Accountancy is your trusted partner for strategic finance, accounting, tax, and flexible fractional resourcing—keeping your business compliant, efficient, and ready to scale.

    Frisco, Texas
    BookkeeperAccountant$250K+ revenue
    Cryptocurrency InvestorsDigital NomadsEquity Compensation (RSUs, Stock Options)+10
    2 years experience
    View profile
    SM

    SD Mayer & Associates, LLP

    Full-service tax firm in San Francisco specializing in Equity Compensation. I was formerly part of Bogdan & Frasco that merged with SDM.

    San Francisco, California
    BookkeeperAccountant
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)HENRY (High Earners Not Rich Yet)+9
    11 years experience
    View profile
    CJ

    Candace J. Wansley CPA

    Providing bookkeeping, AP/AR, payroll, month-end close, and financial reporting for small to medium size business owners.

    Ellijay, Georgia
    BookkeeperAccountant$1M+ income | $1M+ revenue
    High Net Worth IndividualsK1 Partnership IncomeSMB Owners+1
    9 years experience
    View profile
    OB

    Open Book Services LLC

    Behind on your books? Let's fix that.

    Waikoloa, Hawaii
    AccountantBookkeeper
    SMB OwnersReal Estate InvestorsSolopreneurs+2
    2 years experience
    View profile
    SC

    Strube CPA PC

    Tax prep and proactive planning for individual with equity comp

    Fresno, California
    Accountant
    SMB OwnersSolopreneursHigh Net Worth Individuals+1
    11 years experience
    View profile
    CP

    CJG Partners LLP

    CJG Partners LLP is a Schaumburg, Illinois-based accounting and advisory firm with over 40 years of experience, specializing in tax, assurance, and strategic financial services for closely held businesses across industries like manufacturing, construction, and technology.

    Schaumburg, Illinois
    Accountant$500K+ income, $500K+ revenue
    SMB OwnersReal Estate InvestorsSolopreneurs+6
    43 years experience
    View profile
    Y

    Yield

    Full service modern day accounting firm that provides accounting, tax, and CFO services to help business owners run and grow their companies.

    Arlington, Virginia
    BookkeeperAccountant$1M+ revenue
    Equity Compensation (RSUs, Stock Options)High Net Worth IndividualsK1 Partnership Income+6
    7 years experience
    View profile
    SA

    Summit Advanced Tax Strategy

    Advanced Tax Strategies for High Net Worth Individuals & Real Estate Investors

    Denver, Colorado
    Accountant
    Equity Compensation (RSUs, Stock Options)Cryptocurrency InvestorsK1 Partnership Income+6
    Experienced accountant
    View profile
    K

    Kick

    Affordable bookkeeping for small businesses and their accountants

    Menlo Park, California
    BookkeeperAccountant
    SMB OwnersSolopreneursReal Estate Investors+3
    4 years experience
    View profile
    FA

    Fusion Accounting and Technology, LLC

    An accounting, tax, and technology company designed to help you run your business.

    Oglesby, Illinois
    Accountant$500K+ income
    SMB OwnersVC Backed StartupsHigh Net Worth Individuals+6
    16 years experience
    View profile
    AS

    Arrowhead Strategy Group

    A relationship and outcome focused accounting & finance firm that allows you to make better business decisions

    Greenwood, Missouri
    BookkeeperAccountant$500K+ revenue
    Private Equity-Backed CompaniesSMB OwnersVC Backed Startups+7
    2 years experience
    View profile
    HA

    Horst and Jager

    At Horst & Jager, we strive to deliver top-quality tax, accounting, and advisory services, to our clients.

    Oak Park, Illinois
    Accountant
    HENRY (High Earners Not Rich Yet)High Net Worth IndividualsK1 Partnership Income+4
    4 years experience
    View profile
    R

    Rivet

    Boutique corporate & personal tax prep firm, led by a former IRS auditor.

    Woodbury, Connecticut
    Accountant
    SMB OwnersVC Backed StartupsHigh Net Worth Individuals+8
    10 years experience
    View profile
    FA

    Fortress Accounting

    Fortress Accounting delivers comprehensive financial solutions for high-growth startups from seed through series C, with particular expertise in crypto, AI, and SAAS companies.

    Delray Beach, Florida
    BookkeeperAccountant$200K+ income | $200K+ revenue
    Cryptocurrency InvestorsHigh Net Worth IndividualsInternational/Expats+7
    6 years experience
    View profile

    Frequently Asked Questions

    Explore more specialties

    Athletes & EntertainersBootstrapped CompaniesBusiness ExecutivesBusiness Owners/EntrepreneursContent CreatorsCryptocurrency InvestorsCrypto InvestorsDigital NomadsAll accountants
    Financial Professional logo

    The modern way to find a fiduciary financial advisor who truly fits your life.

    Explore

    Find advisorsBrowse firmsBrowse by stateBrowse by specialtyFind a Financial ProfessionalRetirement specialists

    Specialties

    Tax planningBusiness ownersHigh net worthEstate planning

    Company

    CalculatorsBlogFor advisorsFor accountantsLog in

    © 2026 Financial Professional. All rights reserved.

    TermsPrivacy