Tax, Advisory & CFO Services
Comprehensive solutions for individuals, small businesses, and family offices.
Tax Advisory
Expert, ongoing tax guidance for individuals and businesses navigating complexity. We go beyond compliance — we are your strategic tax partner, helping you understand your full tax picture and make decisions with confidence.
- Year-round advisory access
- Individual, business, and multi-entity tax guidance
- IRS correspondence & notice management
- Transaction advisory & tax impact analysis
- Multi-state tax guidance
Tax Planning
Strategic tax planning to minimize liabilities and maximize opportunities through proactive analysis and forward-thinking strategies customized for high-net-worth individuals, business owners, and professionals.
- Customized tax minimization strategies
- Roth conversion & retirement tax planning
- Capital gains & investment planning
- Business owner compensation strategies
- Charitable giving & deduction optimization
Business Consulting
Strategic business consulting and succession planning to help you navigate complex decisions, optimize operations, and achieve sustainable growth. We provide seasoned advisory expertise without the overhead of a full-time team.
- Entity structuring & formation strategy
- Business succession & exit planning
- Compensation & benefits planning
- Operations & profitability optimization
- Growth strategy & financial modeling
Fractional CFO
Fractional CFO expertise providing strategic financial leadership, forecasting, and executive-level guidance for growing businesses. Get CFO-level clarity at a fraction of the full-time cost — ideal for small businesses ready to scale.
- Financial planning & budgeting
- Cash flow management & forecasting
- KPI dashboards & financial reporting
- Lender & investor relationship support
- Strategic financial decision support
Family Office Services
Comprehensive family office accounting, bookkeeping, and accounts payable management with strategic support for estate planning and advisory — tailored to multi-generational wealth preservation and family governance.
- Family office bookkeeping & accounts payable
- Estate & trust tax coordination
- Multi-generational wealth preservation
- Family governance advisory
- Philanthropic & charitable giving strategy
Tax Compliance
Comprehensive tax preparation and compliance services ensuring accuracy and adherence to all federal, state, and local tax regulations. We handle individual, corporate, partnership, trust, and estate returns with meticulous attention to detail.
- Individual (1040) federal & state returns
- Business returns (S-Corp, C-Corp, Partnership)
- Trust & estate tax returns
- Nonprofit & exempt organization filings
- Quarterly estimated tax management
Ready to Build a Smarter Tax Strategy?
Schedule a complimentary consultation with a White Crest advisor.