Clarity First.
Strategy Second.
Execution Always.
White Crest Advisors is a premier CPA firm providing exceptional tax advisory, tax planning, consulting, and fractional CFO services — tailored for individuals, small businesses, and family offices.
Trusted Guidance.
Thoughtful Strategy.
Long-Term Partnership.
White Crest Advisors is a premier CPA firm dedicated to providing exceptional financial services to individuals, businesses, and family offices. Our team combines technical expertise with strategic insight to deliver comprehensive solutions tailored to your unique needs.
We build lasting relationships — serving as trusted advisors who understand the complexities of your financial landscape and are committed to your long-term success.
Individuals & Small Businesses
Comprehensive Tax & Advisory Solutions
Tax Advisory
Expert tax guidance for individuals and businesses — navigating complexity with clarity, precision, and forward-looking strategy.
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Tax Planning
Proactive, year-round tax planning to minimize liabilities through customized strategies for high-net-worth individuals and business owners.
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Business Consulting
Strategic consulting and succession planning — entity structuring, compensation planning, and growth strategies for small business owners.
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Fractional CFO
Executive-level financial leadership for growing businesses — forecasting, budgeting, cash flow management, and strategic decision support.
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Family Office
Comprehensive family office accounting, bookkeeping, and advisory — tailored to multi-generational wealth preservation and family governance.
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Tax Compliance
Comprehensive tax preparation across individual, corporate, partnership, trust, and estate returns — meticulous accuracy and regulatory adherence.
Learn MoreBuilt for Individuals & Small Businesses
Whether you're a W-2 employee, a business owner, or managing a family's legacy — we have a service model designed for you.
Individuals & Families
Tax advisory, compliance, and planning for W-2 earners, self-employed professionals, and high-net-worth households.
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Small Businesses
Bookkeeping, tax compliance, fractional CFO support, and strategic consulting to drive growth and protect your bottom line.
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Family Offices
Comprehensive family office services — accounting, estate coordination, advisory, and multi-generational wealth preservation.
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How We Work With You
Clarity first, strategy second, execution always.
Discovery Call
We listen first — understanding your financial picture, business situation, goals, and what's keeping you up at night.
Comprehensive Review
Our team digs into your tax profile, business structure, cash flow, and opportunities to save.
Custom Strategy
We craft a coordinated, tax-aware plan covering advisory, compliance, and forward-looking strategies specific to you.
Ongoing Partnership
We stay proactively engaged — reviewing, communicating, and adjusting as tax laws and your life evolve.
What Our Clients Say
"White Crest completely changed how our small business handles taxes. They're proactive, not reactive — we always know what's coming and have a plan in place. Worth every penny."
"As a high earner with complex tax situations, I needed more than a preparer. White Crest gives me real advisory — strategies I never would have thought of. Highly recommend."
"Their fractional CFO services gave us the financial leadership we needed without the full-time cost. Our cash flow is better, our reporting is tighter, and we're growing."
Tax Insights & Perspectives
Tax PlanningYear-End Tax Planning: Key Moves Before December 31
Proactive strategies to reduce your tax burden — from harvesting losses and maximizing retirement contributions to charitable giving and entity elections.
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Small BusinessShould Your Business Be an S-Corp? A Practical Guide
Entity structure has dramatic tax implications. We break down when an S-Corp election makes sense and what the real savings look like for small business owners.
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Fractional CFO5 Signs Your Business Needs a Fractional CFO
From rapid growth to cash flow confusion — the key signals that it's time to bring in executive-level financial leadership without the full-time cost.
Read ArticleReady to Get Started?
Schedule a complimentary consultation with a White Crest advisor today.