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

    Accountants for Ultra High Net Worth Individuals

    Family office level tax, estate, and entity coordination.

    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    K

    Kick

    Affordable bookkeeping for small businesses and their accountants

    Menlo Park, California
    BookkeeperAccountant
    SMB OwnersSolopreneursReal Estate Investors+3
    4 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
    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