Constantly changing rules require a CPA who knows you, your business and the tax implications.
Our CPA team meets your needs while helping you manage tax risk, control costs while reaping maximum benefit for your business.
Employing professional tax planning services by an effective certified public accountant is an essential element of any integrated wealth management strategy for businesses. Our CPA team offers forward-looking consulting and compliance services to help you build your net worth and manage your obligations.
Contact our CPA team today for your free consultation!
What We Do
Planning and preparation services:
- Compliance and preparation services
- Strategic tax planning services
- Trusts, partnerships and estates
- Research and development tax credits
- State and local taxes
Meet Our Professionals
Director of Private Wealth
Meghan Burton, CPA
Aldrich CPAs + Advisors LLP
Meghan Burton has two decades of experience providing strategic tax planning and compliance to high and ultra-high net worth individuals and privately held companies and their owners. Meghan received a Bachelor of Science in Business Administration with an emphasis in accounting from California State University, Long Beach.
- Certified Public Accountant
- High and Ultra High Net Worth Individuals
- Strategic Tax Planning and Compliance