High Net-Worth Individuals

Services for High Net-Worth Individuals

Unlock the path to financial success with Lewis CPA's tailored CPA services for high-net-worth individuals. Maximize your wealth, minimize tax liabilities, and secure your financial future with our expert guidance.

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High Net-Worth Individuals
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4000+ Happy Clients
We service 1,000+ businesses and 3,000+ individual clients, many of them located nationwide.
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38 Years of Experience
Since 1986, we’ve provided comprehensive tax and accounting solutions for individuals and businesses.
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52 States Serving
With our technology stack, we provide remote accounting services for you and your business, regardless the location.

Trusted High Net Worth CPA for Your Financial Needs

Lewis CPA is a trusted high-net-worth CPA firm serving Chicago and nationwide. Our personalized services are designed to cater to the unique requirements of accounting for high-net-worth individuals, regardless of their location. From comprehensive wealth management and tax planning to estate and trust services, we ensure that your financial goals are met efficiently.

With decades of experience, our team of experts is well-versed in navigating the unique challenges of high net-worth finances. We provide tailored solutions, confidential advice, and proactive strategies to help you maximize wealth, minimize tax liabilities, and secure a positive financial future regardless of where you're based. Trust us to be your dedicated partner on the path to financial success.

CPA Services for High Net Worth Individuals

What Are the Key Financial Challenges Faced by High-Net-Worth Individuals?

Our High Net Worth CPA Services

Tailored to the needs of high-net-worth individuals, our CPA services offer comprehensive financial planning, proactive tax strategies, efficient estate and wealth transfer planning, and expert business and succession guidance.

Comprehensive Financial Planning

Comprehensive Financial Planning

Our expert financial planners create personalized strategies to maximize wealth, achieve financial goals, and preserve legacies for high-net-worth individuals and their families. We analyze your financial picture as a whole, consider investment opportunities, and design long-term plans for financial security and growth.

Tax Planning and Compliance

Tax Planning and Compliance

Proactively navigating complex tax laws, we optimize tax efficiency while ensuring full compliance, minimizing tax burdens for high-net-worth clients. Our tax experts stay on top of ever-changing tax regulations, allowing us to strategically plan and implement tax-saving strategies to protect your wealth.

Estate and Wealth Transfer Planning

Estate and Wealth Transfer Planning

With a focus on preserving wealth and facilitating seamless wealth transfer, we craft tailored estate plans to safeguard legacies and minimize tax implications. Our team assists in creating trusts, gifting strategies, and charitable giving plans, ensuring your assets are distributed according to your wishes while minimizing tax liabilities.

Business and Succession Planning

Business and Succession Planning

Guiding high-net-worth individuals who own businesses, we develop strategic succession plans, ensuring smooth transitions and the preservation of family-owned enterprises. From exit strategies to transferring ownership, we work closely with you to secure your business's future and address potential tax implications.

Gift Tax Planning

Gift Tax Planning

Our philanthropic and gift tax planning service empowers high-net-worth individuals to create meaningful legacies through tax-efficient charitable giving. We assist in developing strategies that align with your philanthropic goals while maximizing tax benefits. Make a lasting impact on charitable causes while optimizing your financial and tax planning.

Why Choose Susan Lewis CPA for Your Financial Needs?

As a professional and certified CPA firm, Susan Lewis CPA is your trusted partner for comprehensive financial services.


Optimize Your Wealth. Contact Us Now!

Unlock your financial potential with our high-net-worth CPA services. Contact us today!
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Expert Financial Guidance

Receive expert guidance from our team of experienced CPAs, ensuring personalized solutions tailored to your financial needs.

Tax Efficiency

Maximize tax efficiency with our strategic tax planning. We can minimize tax liabilities while staying compliant with regulations and tax requirements.

Wealth Management

Enjoy comprehensive wealth management services, including investment strategies, risk management, and estate planning services.

Peace of Mind

Rest assured knowing your financial matters are in capable hands, with a certified CPA firm dedicated to your financial success.

Tax Planning

High net-worth individuals often face complex estate taxes that require strategic planning to minimize tax liabilities while staying compliant with regulations.

Wealth Preservation

Preserving and growing substantial wealth requires careful investment strategies and risk management to mitigate potential losses.

Estate Planning

Ensuring seamless wealth transfer and minimizing estate tax implications are critical challenges for high-net-worth individuals.

Philanthropic Planning

Effective philanthropy involves strategic giving while maximizing tax benefits and aligning with personal values.

Risk Management

Managing potential financial risks, such as market volatility or liability exposure, is crucial to protect wealth.

Multi-Generational Wealth Transfer

High net-worth individuals need to plan for the smooth transfer of wealth to future generations while preserving family legacies.

Business Succession Planning

For entrepreneurs, planning for the future of their businesses requires careful consideration of succession strategies and tax implications.

Financial Complexity

The intricacies of managing substantial wealth necessitate personalized financial planning and comprehensive advisory services.

What are high-net-worth individuals?

High-net-worth individuals (HNWIs) are people or households who own liquid assets valued between $1 million and $5 million. They represent a category of individuals with substantial wealth, encompassing diverse assets like cash, investments, real estate, and businesses.

Are high-income individuals and high-net-worth individuals the same?

High-income individuals and high-net-worth individuals are distinct categories. High-income individuals earn substantial annual income, while high-net-worth individuals have accumulated significant wealth from various sources, including investments, businesses, and assets. Although some individuals may fall into both categories, they represent different aspects of financial well-being - earning a high income versus having a substantial net worth.

Client Reviews

Very pleased with the service Susan Lewis office provides!! This is my fifth year with them as a client.
Albert Ridgeway
Professional, expert services from people who care about their clients.
Diane Traxler
Susan S. Lewis LTD and her entire staff have always guided me with their extensive knowledge and confidence. As a result, I don’t worry about taxes, investments, etc. Love working with them.
Mary Ann Poulos

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Ready to take control of your financial future? Contact our trusted advisors today for personalized solutions and expert guidance.

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