For Those Who Expect More Than Tax Preparation
At Hakimi CPA, we serve clients who have moved beyond routine compliance and seek strategic, proactive guidance that protects, grows, and optimizes wealth. Our Concierge and Family Office Services are designed for high-income and high-net-worth individuals who want the insight of a Big Firm—paired with the personal attention of a trusted advisor.
Our Services Include:
Our Formal Tax Mitigation Planning provides access to advanced, proven strategies typically reserved for large corporate clients—customized to fit your unique financial picture.
Through Business Value Optimization, we help entrepreneurs and executives streamline operations, reduce overhead, strengthen leadership teams, and position their companies for sale or succession at peak value.
And with Transactional Tax Planning, we structure significant business and investment events to minimize taxes while aligning with your reinvestment, retirement, and legacy goals.
This is not tax preparation. It’s comprehensive, concierge-level financial stewardship—built on precision, strategy, and trust.
Experience the confidence of a private advisory relationship. Schedule your consultation today.
Why Choose Us?
Our commitment to customer satisfaction ensures that you will receive the personalized service and attention you deserve. We know that each client situation is unique so we take the time to understand your individual financial goals and provide tailored solutions that align with your specific situation.
We stay up to date with the latest tax laws so we can provide the most accurate and beneficial guidance. We prioritize professionalism, integrity, and transparency to give you peace of mind and complete confidence in our services.
Call us for a Consultation
Ready to take control of your finances? Contact us today to schedule a free consultation to learn how we can help you achieve your financial goals. Our team is here to provide personalized solutions for you. Reach out today and let’s start building a successful financial future together!