Private Client Advisory

Helping you keep more of your wealth

If you’re a high net worth individual, then you and your family face a more complex financial and tax situation than most. You need private client advisors who can help you keep more of your wealth and sustain your lifestyle, especially during retirement.

KRS CPAs offers planning and tax services to high net-worth individuals and families, and to owners and executives of closely held businesses. We advise them on matters including:

  • Business succession planning
  • Family wealth planning
  • Estate, gift, trust, and charitable planning
  • Family office services
  • Individual income tax planning and compliance
  • And more

At KRS CPAs, offer a proactive, multidisciplinary approach. We work closely with you, your attorney, and financial planner to ensure your best interests are at the forefront. When we help you manage your fiscal affairs, you will discover issues are addressed faster and resolved with less disruption to your personal life.

If you’re not working with accountants who are trusted advisors helping you keep more of your wealth, then maybe it’s time to give us a call for an initial consultation.

“I have KRS handling my personal accounting and my firm’s accounting. They take whatever time is needed to meet with me and drill down into my questions and address my needs.”

Services for high net worth individuals and families

  • Budgeting
  • Accounting & Financial Reporting
  • Bookkeeping & Cash Management
  • Tax Planning, Preparation & Compliance for Individuals, Closely Held & Family-Owned Businesses
  • Estate & Gift Planning
  • Charitable Donation Planning
  • Trust & Estate Planning & Administration