High Net Worth

High Net Worth

We specialize in services to High-Net Worth Individuals in a variety of industries, including banking, investments, professionals, health care, cosmetics, communications and many others. Please visit our Client List page for further details.

After the US Expat or Expatriate US citizen or Legal Permanent Resident (green card holder)- repatriates back to the US or upon the Foreign National-Nonresident and/ or Resident Alien client acquiring their green card or US citizenship, they always stay with Protax recognizing the value that Protax brings to the table. Protax represents that additional level of US individual tax competence rarely practiced by other CPA’S (Certified Public Accountants). In addition locally based US citizen and green card holder Resident Alien individuals generally seek out Protax’s services due to our stellar reputation internationally for excellence.

We are technically competent in exotic matters that our clients are involved with on a daily basis. ISO - Incentive Stock Options, Non Qualified Stock Options (NQO), ESPP - Employee Stock Purchase Plans, IRC Sec. 83(b) elections as well as other deferred compensation arrangements.

We are dedicated to educating our professional and intelligent clients, who desire to be kept aware as to US tax laws affecting the amount of US income tax they will pay as well as developing and constantly changing new US tax law.

We invest the time and resources to meet with our clients as often as required to ensure optimum tax savings mechanisms are in place.

We have excellent articles on this website that will help explain the above in more detail your High-Net Worth filing positions.

Please contact us for a free consultation and for further details.