High Net Worth Individuals
High Net Worth Accountants
Weinstein Spira has become a valued and discreet advisor to many individuals who have created wealth. We meet with our clients throughout the year to consult with them on tax requirements and updates, plan sessions for tax minimization, discuss estate planning and review various aspects of their financial situation.
Some of our clients initially come to us as business owners in a variety of industries. They choose us for tax-efficient suggestions, consulting, audit and attest services or general business advice. As their businesses grow, the owners and executives of those companies also choose Weinstein Spira for individual services because they trust our knowledge, appreciate our loyalty and value our responsiveness.
Our high net worth accounting services include:
- Estate planning
- Family office services
- Personal tax consulting
- Business transitions
- Wealth transfer options
- Income tax planning
When choosing Weinstein Spira, our high-net-worth clients gain a confidential and comprehensive approach built on the trust of many clients who retain our team even after a business sale or transition—often referring family and colleagues.
To experience a comprehensive approach to tax minimization and wealth preservation, contact Tax Shareholder Homer Carrillo.
Services We Offer
“If you want the same people working on your taxes year after year, and personal attention, go to Weinstein. They help us sleep well, knowing every number is accounted for.”
Latest Insights
5 Common Tax Filing Mistakes and How To Avoid Them
Last year, the IRS assessed over $1.3 billion inaccuracy-related penalties. Making mistakes on your tax return can cost you both time and money, but there are steps you can take to avoid each one. In this blog, I will cover five of the most common tax filing mistakes...
Tax Strategies for Families Supporting Children with Disabilities
As a mom of a child with disabilities, I know all too well the demands and challenges associated with raising a child who has unique needs. I also know the stress of searching for answers, advocating for your child and finding the best care and education. With many...
Leveraging Global Expertise with AGN International
Are you struggling to expand your business globally? Facing challenges in understanding foreign markets? Worried about mitigating risks in unfamiliar territories? At Weinstein Spira, we understand the complexities of navigating an international business and we have...
How Can We Help You?