High Net Worth Individual Tax Planning

Comprehensive tax planning for high net worth individuals with complex income, investments, and multi-entity structures.

Designed for Individuals with Institutional-Level Complexity

  • Multiple partnership K-1s

  • Private equity or hedge fund interests

  • Real estate holdings across entities

  • Equity compensation or carried interest

  • Multi-state exposure

  • Prior CPAs who “filed” but didn’t advise

Beyond Basic Tax Preparation

  • Planning focused on structure, timing, and elections

  • Coordination across all income sources

  • Multi-year strategy, not one-off filings

  • Audit-aware, defensible planning

  • No aggressive or promotional tax schemes

We Provide

  • High net worth individual tax preparation

  • Complex K-1 analysis and reporting

  • Multi-state tax filings

  • Real estate tax strategy (including cost segregation coordination)

  • Ongoing tax planning and advisory

Why Clients Choose SL Tax & Advisory

  • Big 4–trained CPA with partnership tax depth

  • Experience supporting private equity, hedge funds, and investors

  • Direct CPA access — no junior handoffs

  • Selective client intake to maintain quality and responsiveness

Ready to Work With a Tax Advisor — Not Just a Tax Preparer?

No tax advice or analysis is provided during the intro call.

Schedule a Complimentary Intro Call