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High Net Worth Accounting and Tax

Mark E. Feinsot, CPA is a boutique accounting and tax firm that specializes in working with high-net-worth individuals, multi-generational families, entertainment industry professionals, entrepreneurs, executives and other ultra-affluent clients. We pride ourselves on becoming trusted advisors to our clients by providing a high level of personal service, expert financial advice and effective solutions you would expect to be found only when working with a much larger firm.

Specializing in High-Net Worth Individuals and Family Wealth

Our typical client is usually looking to integrate all aspects of their wealth to help secure their future and the future of their loved ones. Our firm offers a complete suite of services to clients who have complex financial scenarios including family businesses, investments, trusts and large estates. We will work with you to understand your individual financial goals so we can help you develop a complete estate plan to minimize your tax obligation, preserve and protect assets and transfer family wealth to future generations.


Financial advisory

Financial Advisory

We offer financial planning for individuals, wealth accumulation planning, retirement planning, and more.

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Estate and trust planning

Estate and Trust Planning

Our services include planning for estates, trust administration, planning for estate and gift taxes, and more.

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Tax planning

Tax Services

Our firm can help you with estate tax return preparation, planning and compliance for taxes for individuals, and more.

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Financial services for elders

Family Office & Elder Care

We can help with bill paying and family office services, as well as providing help for elder care financial services.

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