Comprehensive tax and financial solutions for busy high-net-worth individuals and families

High-Net-Worth Services

Simply Business Accounting excels in delivering comprehensive tax solutions for business owners, entrepreneurs, individuals, and families. Using a contemporary methodology that combines forward-thinking, strategic planning with personalized service, we strive to help make our clients' financial lives easier while helping them to achieve their long-term monetary goals.

Our attentive high net worth services, designed to help you align your finances with your future personal goals, begin with asset protection. We'll meet with you to find out your concerns and to learn more about your goals and financial plans. Then we'll create a plan that ensures that your assets are protected and transferred to your beneficiaries in a tax efficient manner. The plan may involve tax planning, estate planning, succession planning, and managing your investments in such a way as to minimize any tax implications. 

As your circumstances change and your wealth increases, we can adjust the plan to meet these new conditions so that you'll always feel secure in the knowledge that you and your family are financially protected.

High Net Worth Wealth Management Services

Our Savannah firm offers comprehensive tax and financial solutions for busy high net worth individuals and families with significant assets. To schedule a free consultation, call us today at (912) 680-1120.

  • Advanced tax planning and reduction strategies

  • Equity compensation planning

  • Retirement planning

  • Estate and trust planning

  • Business succession planning

  • Budgeting

  • Investment management

  • Charitable giving

Savannah - Primary Location

Looking for tax help in Savannah, GA?

2 East Bryan Street
Savannah, Georgia 31401
Mon - Sat: 7am - 5pm
Sun: Closed

Los Angeles (Virtual)

Looking for virtual tax help in Los Angeles, CA?

21250 Hawthorne Blvd Ste 500
Torrance, California 90503
Mon - Sat: 7am - 5pm
Sun: Closed

Miami (Virtual)

Looking for virtual tax help in Miami, FL?

66 W Flagler Street Ste 900
Miami, Florida 33130
Mon - Sat: 7am - 5pm
Sun: Closed

Get In Touch With Simply Business Accounting

You can count on us for professional, timely, and reliable tax and accounting services. If you’re ready to get started, just fill out this form and we’ll be in touch.

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