Efficient
Personalized
Resourceful
Finally, a CPA Firm that Understands YOU
As a high-earning individual, you’re probably familiar with the frustration of finding a CPA firm that actually has a good understanding of your situation. Your tax bracket is more complex and has resulted in repeatedly overpaying in taxes.
You’ve worked hard for your money, and you deserve an expert team of accountants who know what to ask and can create effective strategies that will reduce your tax bill. With over fifteen years of experience helping high earners, Custom Accounting CPA has the expertise you’re looking for.
Accounting Packages for High-Earning Individuals
Tax Planning Core
Tax laws are complicated and ever-changing, making it easy for inexperienced CPAs to inadvertently make mistakes. Our Certified Tax Coaches will uncover hidden tax credits, deductions, and little-known loopholes to reduce your personal tax obligations as much as legally possible.
Services include:
Starts at $1,000 per month
Tax Planning Elite
Our integrated Virtual Family Office (VFO) package provides you a comprehensive solution to protect and grow your wealth. Through proactive tax strategies, asset protection, and personalized financial planning, we ensure your financial future is safeguarded and optimized for generational success.
Includes Tax Planning Core, plus:
Starting at $1,500 per month
The Custom Accounting CPA Difference
You’ll save more money than you pay us. We guarantee to reduce your tax bill by at least the cost of our services. By pre-qualifying clients and working closely with them, we ensure our cost-saving strategies more than pay for themselves.
You’ll receive unlimited advisory support for a flat monthly fee. Know exactly what to budget with no surprise fees for calls or emails, giving you peace of mind that we’re here for you.
Your accountant will be invested in your success and proactively reach out each month. No more guessing which questions to ask—your accounting specialist will provide timely insights and guide you toward the best financial decisions for your future.
“This company is a hidden gem!”
“The teamwork at Custom Accounting is incredibly professional and wonderful. We have been with Custom Accounting for over 15 years and have been so grateful for their commitment and care. They bring so much patience and compassion to the accounting industry!”
- Michi K.