A commitment to generational wealth
SzBCPA is a pioneering firm that seamlessly merges dedication and functionality to help high-net-worth individuals preserve and grow their wealth across generations.
A passion for building wealth
Our comprehensive suite of professional services specialized for high net worth individuals who want to build generational wealth.
Advanced Tax Planning
Minimize tax liabilities through strategic planning, including income tax optimization, charitable giving, and estate tax reduction.
Investment Oversight
Collaborate with financial advisors to optimize investment structures for tax efficiency and long-term growth.
Tax Consulting
Ongoing consulting services to protect your wealth, secure your financial legacy and ensure compliance.
Comprehensive Financial Reporting
Deliver accurate, customized reporting for personal, family, and business wealth to support informed decision-making.
Tax Controversy
Defend your wealth, navigate disputes, and achieve favorable outcomes with the federal and state authorities.
Cross-Border Investment Monitoring
Precision-driven cross-border investment monitoring to ensure compliance, optimize tax efficiency, and protect your global wealth across jurisdictions.
An array of resources
Leave your headache to us!
Professional Team
- Dedicated only for you.
- Work directly with you.
- Protect your wealth.
We understand your value
- Deep Expertise.
- Trusted Partnership.
- Personalized Approach.
“SzBCPA has been monitoring all of my assets and investments in the United States while I live in a different country. Great people, great services! Highly recommend!”
Joseph Yang
Foreign Angel Investor