HIGH-NET-WORTH INDIVIDUALS

CPA for High-Net-Worth Individuals: Sophisticated Tax Strategy & Wealth Preservation

For high-income earners and multi-generational families, managing significant income and wealth requires more than standard tax preparation. High earners face many complex financial decisions, from equity compensation and investment structuring to estate considerations and multi-state tax exposure. As a dedicated CPA for high-net-worth individuals, DHA CPAs provides specialized private client tax services to protect your assets, manage risk, and implement tax-efficient financial strategies.

Our team delivers comprehensive HNW tax planning and advisory services that go far beyond annual tax filings. We work closely with clients to optimize complex compensation structures, including nonqualified stock options and restricted stock units. As both a wealth preservation CPA and a strategic advisor, DHA supports smart decision-making, helps minimize your tax exposure, and provides high-income earner accounting guidance to sustain and grow wealth.

Specialized services for our High-Net-Worth Individual clients include:

  • Business Owners & Entrepreneurs: As a trusted CPA for high-net-worth individuals, we help business owners manage complex income streams and tax-efficient strategies to maximize QBI deductions and plan for eventual exits.
  • Corporate Executives: Our private client tax services include strategic planning for executives navigating deferred income, complex equity compensation structures, and supplemental retirement plans.
  • Multi-Generational Families: Through comprehensive HNW tax planning and advisory, we help multi-generational families coordinate wealth transfer strategies and long-term tax compliance.
  • Professionals & High-Income Earners: Our CPAs provide high-income earner accounting services to help physicians, attorneys, athletes, entertainers, and other high-net-worth individuals with complex K-1 income and multi-state filings.

Advanced Income Tax Planning & Strategy

  • Multi-Year Tax Projection: Our HNW tax planning and advisory services include detailed multi-year tax projections that help high-income individuals anticipate upcoming income spikes and make informed financial decisions.
  • Passive Loss & Incentive Optimization: As a wealth preservation CPA, we identify opportunities to offset high ordinary income and optimize tax treatment.
  • Alternative Minimum Tax (AMT) Mitigation: Our private client tax services include proactive strategies to minimize AMT exposure, particularly for clients with equity compensation or large capital transactions.

Investment & Entity Structuring

  • Family Limited Partnerships (FLPs): We help families establish and manage wealth preservation strategies to provide asset protection and tax-efficient wealth transfer.
  • Real Estate Portfolio Tax Management: Our high-income earner accounting team provides strategic tax management for real estate investors, with comprehensive expertise in 1031 exchanges, cost segregation, and qualified opportunity zone investments.
  • Private Foundation & Charitable Giving: Through our HNW tax planning and advisory services, we help clients structure Donor Advised Funds and private foundations to maximize both charitable impact and tax efficiency.

Why High-Net-Worth Clients Choose DHA

  • Integrated Advisory Approach: Our HNW tax planning and advisory model integrates tax strategy with estate planning, investment oversight, and legal coordination to support a cohesive financial strategy.
  • Concierge-Level Service: Our partners and senior advisors deliver personalized private client tax services, providing hands-on support to meet the complex needs of high-net-worth individuals.
  • Proactive vs. Reactive: As a strategic wealth preservation CPA, we emphasize proactive planning that identifies opportunities well before tax deadlines and major financial events.
  • Discretion & Security: Our high-net-worth clients know that they can rely on us for the discretion, confidentiality, and secure processes required when managing sensitive financial and tax matters.
“I’ve always been self-employed and have worked with many different accountants, but I have never had one as knowledgeable
as Ryan Henke. One of the major goals my partner and I had when coming to DHA was to increase our retirement savings.
With their help, my retirement has increased tenfold. Ryan is excellent at explaining in detail the things I need to
know as a business owner, and he’s able to translate from accounting terms into terms I can understand.
With the knowledge and planning he has provided our business has become much more profitable.”
-Jeff Spencer, Handy Help LLC

LET’S START A CONVERSATION

We’d love to meet you, talk about your financial goals,
and see if we’re the right fit to help you get there.

952.448.4220