Strategic Tax, Estate, Advisory & Accounting
Strategic tax, estate, advisory, and accounting for consequential decisions.
Firenze brings together Tax & Compliance, Estate & Wealth, Transaction & Strategic Advisory, and Accounting & CFO for entrepreneurs, investors, executives, closely held businesses, and families making consequential decisions.
Trustee services, notary support, and advisory-led AI integration are available through Other Services when specialized execution is needed.
Coverage
A more coordinated advisory platform.
Move directly to the area that fits the question in front of you — or start a conversation if it spans more than one.
Tax & Compliance
Planning and compliance decisions tied to how the business and family actually operate.
Strategic tax advisory, compliance oversight, and coordination with ownership and liquidity decisions.
Estate & Wealth
Estate and wealth coordination that stays connected to tax, liquidity, and family governance.
Planning support for families, fiduciaries, founders, and private clients with concentrated or illiquid wealth.
Transaction & Strategic Advisory
Preparation for capital, ownership, reporting, and real estate decisions that shape leverage.
Advisory support for transactions, diligence readiness, business planning, and real estate structuring.
Accounting & CFO
Cleaner reporting, steadier financial rhythm, and stronger leadership visibility.
Accounting and CFO-level support for businesses that need better information and more organized execution.