High-Net Worth Tax Support Services

Effective Planning Strategies

We can help with your specialized needs

Our high net worth clients include business owners, executives in privately held or publicly traded entities and families that have complex financial and tax considerations. Increased investment activity results in tax filing complexities and also allows for proactive tax planning strategies that require an advisor with experience and expertise.

Our specialists

John McElderry, CPA, CGMA

Principal

770-874-1691

Carolyn McIntosh, CPA

Tax Partner

912.234.8243

Russell Reece, CPA

Atlanta Office Managing Partner

770.246.0793

W. Edward Scott, CPA, PFS

Tax Partner

770.246.0793

Joel Stettler, CPA

Senior Manager

770.246.0793

Services

  • Tax Planning & Return Preparation
  • Personal Financial Statement & Bill Payment
  • Family Office Support
  • Estate, Trust & Gifting Strategies
  • Tax Analysis & Projections
  • Divorce & Support Issues
  • Tax Service for Family Partnerships & LLCs

Looking for More Information?

Download our brochure

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Savannah
Atlanta – Norcross
Miami
Tampa
Atlanta – Powers Ferry
Augusta