OUR SERVICES

___
___

Individual & High Net Worth Tax ServiceS

Strategic Tax Planning for Individuals & High-Net-Worth Clients

We provide comprehensive and discreet tax services designed for individuals with complex financial lives and high net worth individuals. Whether you're managing investments, multiple income sources, or generational wealth, we ensure that your tax strategy aligns with your long-term goals.

Contact Us

___
___

Our Individual Tax Services

Our tax advisors are well-versed in helping you navigate the ever-changing tax laws. A few services we offer include:

  • Annual tax return preparation

  • Tax planning for income, investments, and capital gains

  • Retirement and estate planning strategies

  • Real estate and passive income optimization

  • IRS audit representation and resolution

Specialized Services for High-Net-Worth Individuals:

High net worth individuals require careful planning and review to make sure that your wealth is properly managed. Our team offers various services to help you plan for tax season and prepare for the future.

  • Trust and estate tax planning

  • Multistate and international tax coordination

  • Private business and family office advisory

  • Charitable giving and philanthropic planning

  • Wealth transfer strategies

Who We Serve

We have served numerous individuals as they traversed the international tax codes. This allows us to help develop plans that protect your wealth and prepare for the future.

  • U.S. citizens and green card holders living abroad

  • Non-residents earning U.S. income

  • Foreign investors in U.S. real estate or businesses

  • Global entrepreneurs and digital nomads

Why Choose Eshel CPA?

We understand that managing significant wealth involves far more than annual tax filings. High-income and high-net-worth individuals require proactive, strategic guidance that aligns with their long-term financial, business, and legacy goals. Our clients choose us because we offer the technical precision of a large firm with the personal touch and discretion of a boutique advisory.

Partner with us to navigate complexity and plan for the future with confidence.

LET'S TALK.

Have questions about our services or any other inquiry? call us at (212) 302-7900 or send us a note using the form below and we will be happy to assist you. You can also email us at info@eshelcpa.com.

I confirm this is a service inquiry and not an advertising message or solicitation. By clicking “Submit”, I acknowledge and agree to the creation of an account and to the and .
I consent to receive SMS messages and agree with the

LONG ISLAND OFFICE

350 Motor Parkway, Ste 204
Hauppauge, NY 11788
(631) 273-9532
(631) 273-0448 (fax)
info@eshelcpa.com
9 AM - 6 PM

NEW YORK CITY OFFICE

14 East 38th Street, 7th Floor
New York, NY 10016
(212) 302-7900
(03) 372-0951 (from Israel)
(212) 683-1516 (fax)
info@eshelcpa.com

FLORIDA OFFICE

1250 E. Hallandale Beach Blvd. Suite 407
Hallandale Beach, FL 33009
(754) 231-0004
(212) 898-0320
info@eshelcpa.com