Advanced Tax Planning
Prime Capital Tax Advisory partners with individuals and companies to execute strategies and create operational efficiencies in the areas of business accounting, individual and entity taxation, wealth preservation opportunities, and various tax and strategic planning.
Making Complex Financial Lives Simpler
Our approach is grounded in discipline, precision, and vision. We serve as more than just accountants or tax advisors. We operate as an extension of your team, offering thoughtful, informed guidance across every stage of your financial journey.
Through carefully aligned financial architecture, we help clients discreetly manage liabilities, strengthen privacy, and prepare for generational transitions with confidence. Our services are structured to be adaptable and strategic. Whether we are managing the day-to-day functions of your accounting department, navigating complex tax environments, or helping you plan for long-term growth, our goal remains the same: to provide proactive, high-level support tailored to your unique goals.
Tailored Tax Advisory
We don’t sell products. We solve problems. Everything we do is built around your goals, your privacy, and your long-term outcomes.
Strategic Family Office Services
Big-picture planning designed to protect, grow, and transition complex wealth, without unnecessary exposure. Dive deeper into Prime Capital Family Office to learn more about our capabilities.
Tax Structuring & Minimization
We specialize in high-level tax architecture for clients with complex portfolios. Our role is to help identify opportunities to legally minimize liability across entities and jurisdictions while avoiding unnecessary exposure.
Business & Liquidity Events
From exit planning to recapitalizations, we guide clients through high-stakes transitions with clarity and control.
Life Strategy Planning
We help clients create structures that support a broader vision. Life strategy planning is about continuity—of capital, of values, and of opportunity. Our work spans entity design, investment alignment, and insurance integration, with an emphasis on maintaining optionality and control.
Our Services
Backoffice Management Support Services
- Outsourced staffing or oversight
- Bookkeeping and data management
- Bank account reconciliation
- Accounts Payable / Receivables
- Quarterly payroll tax
- Year End W-2 & 1099 processing
- QuickBooks Setup & Training
Tax
- Strategic planning including income tax planning and overall wealth preservation strategies
- Federal and state tax return preparation, including state and local sales and use taxes
- Mergers & acquisitions analysis and consultation
- Corporate formation and reorganization assistance
- Various tax credit consultation
- Federal and state tax research, tax method changes, tax opinions, audit defense
- Business-use analysis
- Other various tax-related planning and consultation services
Advisory
- Wealth preservation strategy implementation and maintenance
- Family and business succession planning
- Business valuation services
- Financial reporting process oversight
- Staffing solution consultation
- Compensation and commission plan consultation
- Strategic planning
Get in touch with our tax professionals.
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Prime Capital Tax Advisory is powered by the professionals at Hartman Wanzor McNamara Accountants & Advisors.
Accolades & Recognition
