Accounting services for high net worth individuals in Orlando

Dedicated CPA Services for affluent clients and families

At Prithi Daswani, CPA, we focus on providing personalized accounting services that help high net worth clients achieve their financial goals. With a focus on profit maximization and cost minimization, we craft tax strategies to meet your unique needs.
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Achieve financial excellence with our trusted accounting services
Managing wealth as a high net worth individual comes with unique challenges, from complex tax laws to the nuances of financial planning. Fortunately, Prithi Daswani, CPA, provides financial planning designed to maximize your profits, minimize costs, and align your finances with your long-term goals. Our personalized approach ensures that every strategy is tailored to your specific demands.

With years of experience in investment management and a commitment to excellence, our services go beyond tax compliance. We help you navigate intricate tax requirements, align your investments with your wealth objectives, and plan for a legacy of financial security.

Here’s how we can help:

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Customized tax strategies designed for high net worth individuals

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Comprehensive wealth planning to optimize your financial future

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Effective solutions to reduce your tax burden and increase profitability

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Seamless coordination with your family business, legal, and financial advisors

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Support from 
a team dedicated to 
your success

Comprehensive accounting services

Our suite of financial accounting services ensures every 
aspect of your financial life is accounted for and optimized. From bookkeeping to virtual accounting, we offer solutions that simplify your finances and give you peace of mind. Our services include:

Bookkeeping

Maintain accurate and up-to-date financial records with our experienced bookkeeping services, customized to meet the unique needs of high net worth individuals.

Tax Services

Our extensive tax services offer robust support for tax compliance, tax planning, tax returns, and filings. We help untangle complex tax laws and requirements, helping you stay ahead of deadlines and avoid penalties.

Payroll

Efficiently manage your workforce with our streamlined 
payroll services, designed for high net worth individuals and family offices. Our payroll solutions enable timely and accurate processing, allowing you to focus on growing your wealth and managing 
your assets.

Virtual accounting

Access modern accounting solutions anytime, anywhere with our virtual accounting services. We utilize cutting-edge technology to provide real-time insights into your financial health, supporting your investment management and wealth planning strategies.
Virtual Accounting
What you’ll get if you choose 
Prithi Daswani CPA’s accounting solutions
Managing significant wealth requires knowledgeable support. Our team of seasoned professionals provides personalized attention and a deep understanding of the unique financial challenges faced by high net worth individuals. We leverage our extensive global network to offer innovative tax planning solutions, ensuring that your financial assets are managed efficiently and effectively. When you choose our services, you’ll get:

An understanding of complex tax laws

High net worth clients often face intricate tax laws and requirements. 
Our tax consultants are well versed in these complexities, providing you 
with the insights needed to manage your tax burden effectively.

Compliance

Staying ahead of tax requirements is essential to avoid penalties 
and optimize your financial future. Our tax saving strategies proactive solutions that keep you compliant and informed.

Advanced tax planning

With their unique investments and financial objectives, high net worth individuals benefit from bespoke tax services. Our CPA firm crafts 
tailored tax strategies that help you maximize your wealth and 
minimize your tax liabilities.

Holistic wealth management

Beyond just tax compliance, our experienced tax consultants offer 
a holistic approach to wealth management. They coordinate with your 
family office, business, and other trusted advisors to ensure a smooth integration of your financial plans.

Solutions designed for your needs

Our tax consultants offer innovative solutions that align with your 
financial goals, ensuring your wealth is managed efficiently.

Wealth preservation strategies

Our team provides tailored solutions for high net worth individuals, 
focusing on wealth preservation to ensure your family’s wealth is 
protected and efficiently passed on to future generations.
Contact us today!

News and blog articles

Stay informed and ahead of the curve with our curated news and blog section that’s intended specifically for high net worth individuals. Our team provides insights into the latest trends in wealth management, accounting and tax services, and investment strategies.

Explore our latest articles:

Frequently asked questions
What is high net worth individual tax accounting?
High net worth individual tax accounting refers to accounting and tax services tailored to meet the unique needs of high net worth individuals. This includes managing tax requirements, optimizing tax strategies, and ensuring compliance with tax laws to protect and grow wealth.
How can tax consultants assist with estate and trust planning for high net worth individuals?

Tax consultants play a vital role in estate and trust planning by crafting strategies that minimize tax liabilities and ensure efficient wealth transfer. They work closely with families and their other trusted advisors to develop plans that secure their financial legacy and ensure they meet their charitable goals while complying with all relevant tax laws.

What are the unique challenges faced by high net worth individuals in tax planning?

High net worth individuals face unique challenges such as navigating intricate tax laws, managing diverse investments, and coordinating with family offices. Tax consultants offer comprehensive tax planning services customized to align with personal and financial goals, helping clients accumulate wealth while reducing tax burdens.

What information does a Tax Advisor need to provide the most accurate and strategic guidance?

A Tax Advisor needs a comprehensive view of a client’s financial situation to provide the most accurate and strategic guidance. This includes access to financial statements, income details, deductions, and business expenses. For clients using our bundled services, this information is seamlessly integrated, allowing for a holistic approach to tax planning.

For clients who engage us solely for Tax Advisory and Tax Preparation while managing their own accounting, collaboration with their accounting team is essential. By maintaining access to their financial data, we ensure that our recommendations align with their overall business strategy and compliance needs.

Take control of your financial future today!

Don’t let complex tax planning and wealth management stand in the way of your financial success. At Prithi Daswani, CPA, we are dedicated to providing high net worth individuals with the experience and personalized strategies that drive results. Our team of seasoned professionals will be your trusted partners, offering insights and solutions that will transform your financial landscape.

Prithi Daswani CPA PL

6735 Conroy Windermere Rd
Suite 315 Orlando, FL 32835

Get directions to our office