High Net Worth Individuals

Our goal is to reduce the burden of taxes, safeguard assets and protect your wealth.

At Heartfelt CFO and Tax Services we always provide our clients with the best care and service. We provide bookkeeping services that satisfy and simplify your personal and business finances. High net worth individuals have especially complex bookkeeping needs, and as such, need a competent bookkeeping firm to provide accurate work and exceptional services, all while being respectfully discrete.

We maintain the highest standards of confidentiality and take our clients privacy very seriously. Our team of bookkeeping and accounting professionals will work with you and your advisors to help report and satisfy all financial needs. We can provide all of your advisors with the proper financial documents necessary for them to satisfy their duties.


Why Choose Heartfelt CFO and Tax Services?

Hiring our full service bookkeeping and accounting firm ensures your best interest is the top priority. We understand the value of your assets and can help assist you and your family with proper budgeting techniques and asset management.

If you’re a High Net Worth or just need assistance budgeting and keeping finances organized we’re here to help. We customize our bookkeeping solutions to fit your individual goals. We can help you simplify the process and take away any worries regarding financial reports and records.


How Can Heartfelt CFO and Tax Services Help?

Heartfelt CFO and Tax Services can help create a custom financial plan that will fit you or your families individual needs. This is done by assessing all of your finances, managing expenses and relieving you off financial stresses. No matter how complicated your financial situation, we can provide expert advice that will help you sustain growth and keep your finances under control. Our family office team was created to provide personal bookkeeping and accounting services that are customizable to your needs. Whether you need assistance with tax planning, new business ventures or just keeping track of your bills, we’ve got you covered.

Personal & Family
Financial Services Include:

  • Cash flow planning and budgeting for individuals and families
  • Careful review of life and casualty insurance
  • Records management services
  • Bill paying for all personal, investment or business needs
  • Maximizing the value of your family’s assets
  • Maintaining different accounts for estate, tax, security, and confidentiality purposes
  • Ensuring all write offs are maximized during tax season
  • Creating, funding, and/or donating to charitable organizations and ensuring you receive your due financial benefits from these charitable actions
  • Creating and maintaining secure accounts for educational funding for private primary school education and college education for children and grandchildren

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