Services

Strategic tax, estate, advisory, and accounting, organized as one service platform.

Firenze’s services are structured so clients can move directly to the discipline that best matches the matter at hand, while still benefiting from a broader advisory view when the issue expands.

Service Platform

Four integrated services. One coordinated practice.

Tax & Compliance, Estate & Wealth, Transaction & Strategic Advisory, and Accounting & CFO — each its own specialty, all coordinated when your matter crosses disciplines. Other Services adds trustee support, notary, and advisory-led AI integration when execution calls for it.

Tax & Compliance

Strategic tax planning, compliance oversight, and operating decisions that stay aligned with ownership, liquidity, and reporting realities.

Entrepreneurs, closely held businesses, executives, investors, and families dealing with decisions that affect both current taxes and longer-term planning.

Tax & compliance services

Estate & Wealth

Estate and wealth planning coordination that brings tax, family governance, liquidity, and advisory execution into one more orderly process.

Families, fiduciaries, founder households, and private clients with illiquid wealth, operating entities, or multigenerational planning complexity.

Estate & wealth services

Transaction & Strategic Advisory

Strategic advisory for ownership decisions, capital events, reporting readiness, real estate structuring, and the operating issues that shape leverage before outside scrutiny begins.

Founders, investors, real estate operators, and businesses preparing for capital, ownership, or reporting inflection points.

Transaction & advisory services

Accounting & CFO

Accounting and CFO-level support that improves reporting discipline, leadership visibility, decision quality, and the finance rhythm behind a growing or changing business.

Businesses that need stronger reporting, cleaner decision support, or a more organized finance function without unnecessary overhead.

Accounting & CFO services

Other Services

Trustee, notary, and AI integration support where specialized execution matters.

A more specialized grouping for situations that call for fiduciary administration, document execution support, or practical workflow modernization.

Specialized support services

Specialized Support

Some matters need a narrower execution layer in addition to broader advisory work.

That is where Other Services fits: trust administration support, document execution support, and measured workflow modernization when the business case is real.

Explore Other Services Discuss your situation

Engage

Move directly to the discipline that best matches the matter at hand.

Initial consultations are by referral or direct inquiry. We respond within one business day.

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