High Net Worth Individuals
At GreenGrowth CPAs, we offer specialized services tailored to the unique financial, tax, and accounting needs of high net worth individuals. Our offerings include financial statement preparation, tax return preparation, tax consulting, wealth management, estate planning, investment advisory, and personalized financial planning.
Why Choose GreenGrowth CPAs
At GreenGrowth CPAs, we excel in serving high net worth individuals with strategic insights and personalized attention. Our seasoned experts provide tailored solutions for comprehensive tax planning and advanced investment strategies, ensuring your financial health and security.
We turn potential tax liabilities into growth opportunities, optimizing your tax strategy and safeguarding your wealth. With GreenGrowth CPAs, you have a trusted partner dedicated to enhancing your financial success and securing your legacy. Experience peace of mind and make informed decisions confidently with our expert guidance.
Choose GreenGrowth CPAs
Your Trusted Advisors in Wealth Management.
We understand the complexities of managing substantial wealth and will help enhance your profitability and financial security.
Managing substantial wealth comes with its own set of unique challenges and complexities. That’s why it’s crucial to align yourself with accomplished experts who can guide you through these evolving financial landscapes.
At GreenGrowth CPAs, we understand the intricate tax complexities that come with significant wealth. Our dedicated team will help you avoid potential pitfalls while maximizing your tax strategy. You deserve peace of mind, knowing you’re equipped with accurate information to make wise decisions for your financial future.
Our expertise spans a diverse range of high-value assets, including:
- Private and public investment funds
- Luxury estates
- Exclusive vacation properties
- Commercial developments
- High-end retail spaces
- Industrial facilities
- Private storage centers
- Prestigious golf courses
- Prime land holdings
SCOPE OF SERVICES
Assurance Services
- Audits, Reviews and Compilations of Financial Statements
- Internal Audits
- Pension and Benefit Plan Review and Audits (ERISA)
- Financial Forecasts and Projections
- Internal Controls Review and Design
- Due Diligence on Acquisitions/Divestitures
- Custom Assurance Services
- Agreed Upon Procedures
- Quality of Earnings
- Reverse Mergers and Recapitalizations
Tax Services
- Tax Return Preparation and Compliance
- Tax Department Outsourcing
- International Taxation Services
- State and Local Taxation Services
- Alternative Minimum Tax Planning
- Federal, State and Local Tax Planning and Consulting
- Succession Planning
- IRS Examination Assistance
- ASC 740 (FAS 109 and FIN 48)
- Tax Credits and Incentives
- Quality of Earnings
Advisory & Consulting Services
- IPO Readiness
- Accounting Services
- Bank Financing Assistance
- Valuation Services
- SEC Outsourcing Post Transaction Support
- Business Acquisition and Sale Support
- Forensic Accounting
- Fraud Investigations
- Strategic Planning and Profit Enhancement
- Going Private Transactions
- Transaction Advisory Services
- Outsourced CFO Services
- Operation Effectiveness
- Privacy and Compliance
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