Private Client Advisory
Year-round tax strategy for high-earning professionals, executives and families whose affairs have outgrown standard tax preparation.
Comprehensive Private Client Expertise
We advise high-net-worth individuals and families on year-round tax strategy, from entity structure to equity compensation to multi-generational planning. Our work goes well beyond filing: we plan ahead to reduce your tax burden lawfully and preserve what your family has built.
Advanced Tax Mitigation
Entity structuring, income timing and deduction strategy for complex, high-bracket income, reviewed well before December 31.
Equity & Compensation Structuring
Tax modeling for RSUs, ISOs and NSOs, deferred compensation and liquidity events, so each decision is made with the after-tax outcome in view.
Estate & Trust Tax Strategy
In coordination with your estate attorney and wealth advisor, we design tax-efficient estate, trust and gifting strategies that preserve wealth for the next generation.
The Trust of Families Across Generations
In their words: individuals and families who have relied on our counsel, some for 30 years.
★★★★★
Great experience working with Darshan—very knowledgeable and excellent insights. He responds quickly and is very easy to work with in creating the right strategy for my taxes.
Nauman C.
★★★★★
Very knowledgeable team and super helpful with providing clear, actionable guidance to help me build my personal and professional goals. Darshan is the best of the best.
Rachna R.
★★★★★
Trust, discipline, professionalism, and attention to detail are the qualities one looks for… They have been my accountant for the last 30 years, and Darshan Shah has taken this practice to the next level, continuing his father’s legacy.
Hemant P.
Frequently Asked Questions
How we advise individuals and families.
What profile of individual or family do you typically serve?
We advise high-earning professionals, executives with complex equity compensation, real estate investors and multi-generational families. Our private client roster is deliberately limited so that a senior CPA personally oversees every return and every plan.
How does year-round advisory differ from standard tax preparation?
Standard preparation is retrospective: it records a year that has already closed. Our advisory is continuous. We model scenarios, monitor changes in your income and portfolio, and implement planning during the year, while there is still time to influence the outcome.
Can you coordinate with my existing wealth managers and estate attorneys?
Yes. Sound tax strategy depends on coordination. We work directly with our clients’ legal counsel and wealth advisors so that business structures, estate plans and investment decisions are aligned from a tax perspective.
How do you handle complex assets like real estate syndications, K-1s, or multi-state liabilities?
Complex, multi-source income is central to our practice: partnership and syndication K-1s, multi-state and cross-border filings, passive activity planning for real estate, and entity structures for families with diverse holdings.
What does the ongoing communication and advisory cadence look like?
Unlike firms that are heard from only in tax season, we maintain a year-round dialogue. We agree a schedule of planning reviews suited to the complexity of your affairs, so your strategy keeps pace with changes in your circumstances and in the law.
How does a private client engagement begin?
Every engagement begins with a discovery consultation. We review your prior returns and how your assets are held, identify areas of exposure and missed opportunities, and then set out a long-term plan before any work begins.
Secure Your Financial Legacy
Request a consultation to determine whether our year-round advisory model is the right fit for your family.