CPA for High Net-Worth Individuals

Accounting Services for High Net-Worth Individuals

Unlock the path to financial success with Lewis CPA's tailored CPA services for high-net-worth individuals. Maximize your wealth, minimize tax liabilities, and secure your financial future with our expert guidance.

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4000+ Happy Clients

We service 1,000+ businesses and 3,000+ individual clients, many of them located nationwide.

39 Years of Experience

Since 1986, we’ve provided comprehensive tax and accounting solutions for individuals and businesses.

52 States Serving

With our technology stack, we provide remote accounting services for you and your business, regardless the location.

Trusted High Net Worth CPA for Your Financial Needs

Lewis CPA is a trusted high-net-worth CPA firm serving Chicago and nationwide. Our personalized services are designed to cater to the unique requirements of accounting for high-net-worth (HNW) individuals, regardless of their location. From comprehensive wealth management and tax preparation to estate and trust services, our team ensures that you efficiently meet your financial goals.

With decades of experience, our team of professionals is well-versed in navigating the unique challenges of high net-worth finances. This is why we’re proud to provide tailored solutions, confidential advice, and proactive strategies to help preserve and increase your family's wealth. Trust us to be your dedicated partner on the path to financial success.

What Are the Key Financial Challenges Faced by High-Net-Worth Individuals?

In today's complex financial landscape, high-net-worth individuals face unique challenges in preserving and growing their wealth. As statistics show, this elite group continues to expand, with increasingly sophisticated needs for:

Tax planning: High net-worth individuals often face complex estate taxes that require strategic planning to minimize tax liabilities while staying compliant with regulations.
Wealth preservation: Preserving and growing substantial wealth requires careful investment strategies and risk management to mitigate potential losses.
Estate planning: Ensuring seamless wealth transfer and minimizing estate tax implications are critical challenges for high-net-worth individuals.
Philanthropic planning: Effective philanthropy involves strategic giving while maximizing tax benefits and aligning with personal values.
Risk management: Managing potential financial risks, such as market volatility or liability exposure, is crucial to protect wealth.
Multi-generational wealth transfer: High net-worth individuals need to plan for the smooth transfer of wealth to future generations while preserving family legacies.
Business succession planning: For entrepreneurs, planning for the future of their businesses requires careful consideration of succession strategies and tax implications.
Financial complexity: The intricacies of managing substantial wealth necessitate personalized financial planning and comprehensive advisory services.

Our High Net Worth CPA Services

Tailored to the needs of high-net-worth individuals, our CPA services offer comprehensive financial planning, proactive tax strategies, efficient estate and wealth transfer planning, and skilled business and succession guidance.

Comprehensive Financial Planning

Our deft financial planners create personalized strategies to maximize wealth, achieve financial goals, and preserve legacies for high-net-worth individuals and their families. We analyze your financial picture as a whole, consider investment opportunities, and design long-term plans for financial security and growth.

Tax Planning and Compliance

Proactively navigating complex tax laws, we optimize tax efficiency while ensuring full compliance, minimizing tax burdens for high-net-worth clients. Our tax professionals stay on top of ever-changing tax regulations, allowing us to strategically plan and implement tax-saving strategies to protect your wealth.

Estate and Wealth Transfer Planning

With a focus on preserving wealth and facilitating seamless wealth transfer, we craft tailored estate plans to safeguard legacies and minimize tax implications. Our team assists in creating trusts, gifting strategies, and charitable giving plans, ensuring your assets are distributed according to your wishes while minimizing tax liabilities.

Business and Succession Planning

Guiding high-net-worth individuals who own businesses, we develop strategic succession plans, ensuring smooth transitions and the preservation of family-owned enterprises. From exit strategies to transferring ownership, we work closely with you to secure your business's future and address potential tax implications.

Gift Tax Planning

Our philanthropic and gift tax planning service empowers high-net-worth individuals to create meaningful legacies through tax-efficient charitable giving. We assist in developing strategies that align with your philanthropic goals while maximizing tax benefits. Make a lasting impact on charitable causes while optimizing your financial and tax planning.

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Our High Net Worth Clientele

Lewis CPA serves accomplished individuals and families whose net worth typically starts at $1 million, with some clients reaching an ultra-high net worth status of $30 million and beyond. Our clients have built their success through various paths — from launching and scaling businesses to leading major corporations, excelling in medicine, or achieving prominence in entertainment and sports. Regardless of how they reach these financial accomplishments, our support is unwavering.

Many of our clients manage diverse portfolios including multiple real estate holdings, business interests, stock options, and private equity investments. They seek more than just financial services — they want a trusted advisor who understands both the opportunities and challenges that significant wealth brings. This is exactly why they trust us with such an important facet of their long-term success and peace of mind.

Get to Know Our High Net Worth Accounting Process

From the moment you begin working with Lewis CPA, you'll experience a systematic journey designed to protect and grow your wealth.

Here is how we help you succeed:

Why Choose Susan Lewis CPA for Your Financial Needs?

As a professional and certified CPA firm, Susan Lewis CPA is your trusted partner for comprehensive financial services.

FAQs

Optimize Your Wealth. Contact Us Now!

Unlock your financial potential with our high-net-worth CPA services. Contact us today!

Skilled Financial Guidance

Receive expert guidance from our team of experienced CPAs, ensuring personalized solutions tailored to your financial needs.

Tax Efficiency

Maximize tax efficiency with our strategic tax planning. We can minimize tax liabilities while staying compliant with regulations and tax requirements.

Wealth Management

Enjoy comprehensive wealth management services, including investment strategies, risk management, and estate planning services.

Peace of Mind

Rest assured knowing your financial matters are in capable hands, with a certified CPA firm dedicated to your financial success.

1. Initial Discovery Meeting

In our first meeting, our team at Lewis CPA listens to your story, understands your goals, and learns about your current financial situation. We want to get to know you and your background. This helps us identify your unique needs and challenges. We'll discuss your business interests, family dynamics, and long-term vision for your wealth.

2. Financial Analysis

Then, our CPAs review your financial documents, tax returns, investment portfolios, and business structures. We create a comprehensive picture of your current position and identify areas where we can help you improve and protect your wealth.

3. Strategy Development

Based on our analysis, we develop a customized plan that addresses your specific needs. We outline clear action steps for tax optimization, wealth preservation, and family wealth transfer, presenting you with specific recommendations and timelines along the way.

4. Implementation

With your approval, Lewis CPA begins executing the strategy. This includes setting up necessary structures, coordinating with your other advisors, attorneys, and insurance professionals, and putting new tax-efficient systems in place. We handle all the details and keep you informed at every step.

5. Regular Review and Adjustment

We schedule orderly check-ins to review your progress and make any needed adjustments. As tax laws change or your situation evolves, we update your strategy to ensure it continues to meet your goals. We also provide proactive advice about new opportunities or potential challenges so you’re always prepared for what’s next.

Can you help with international tax implications and foreign investments?

Yes, we have extensive experience managing international tax requirements for clients with global investments and business interests. We help navigate complex reporting requirements, optimize tax treaties between countries, and structure investments to minimize global tax exposure. We assist with all of this while ensuring compliance with all relevant jurisdictions.

What security measures do you have in place to protect client information?

At Lewis CPA, there’s nothing we take more seriously than the confidentiality of your financial data. Rest assured that we've invested in advanced security systems for document storage and sharing, maintain strict access controls, and regularly train our staff on privacy protocols. Each team member undergoes thorough background checks and signs binding confidentiality agreements before accessing any client information.

What are the key differences between family office services vs. regular accounting services?

The main difference lies in the breadth and depth of services offered. Family office services offer a more holistic approach to managing the entirety of a wealthy family’s financial and life affairs, often customized and more privately managed. Regular accounting services are more transactional and standard as they’re designed to meet the essential financial recording and reporting needs of a broader range of clients.

Are high-income individuals and high-net-worth individuals the same?

High-income individuals and high-net-worth individuals are distinct categories. High-income individuals earn substantial annual income, while high-net-worth individuals have accumulated significant wealth from various sources, including investments, businesses, and assets. Although some individuals may fall into both categories, they represent different aspects of financial well-being - earning a high income versus having a substantial net worth.

Client Reviews

Very pleased with the service Susan Lewis office provides!! This is my fifth year with them as a client.

Albert Ridgeway

5.0

Professional, expert services from people who care about their clients.

Diane Traxler

5.0

Susan S. Lewis LTD and her entire staff have always guided me with their extensive knowledge and confidence. As a result, I don’t worry about taxes, investments, etc. Love working with them.

Mary Ann Poulos

5.0

Partner with Lewis CPA to Optimize Your Wealth

Reach out now for a tailored strategy that protects and grows your assets.

Elevate Your Wealth Management to the Next Level

Schedule your confidential consultation today and discover the difference Lewis CPA can make for your wealth.

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