“As one of the first employees of a successful start-up company, much of my wealth is tied up in restricted stock. I needed a CPA with specialized expertise and the passion to help me balance my immediate needs with long-term goals. They really took the time to understand my challenges and offer ideas and solutions I did not expect.”
Altum provides specialized services for a diverse range of clients, from affluent individuals and their families to entrepreneurs, venture capitalists, partnerships and closely-held businesses. Our reputation has been built on our deep insight into the unique challenges and opportunities faced by those in the tech sector.
Initial meetings will focus on getting to know you — your needs, your challenges and your aspirations. Our team listens carefully to build a thoughtful and intentional approach to achieving your goals.
We then gather all your financial data, assets as well as liabilities, to assess potential strategies to minimize your tax burden and risk exposure.
Your strategic tax plan is a living, breathing plan — holistic and proactive — designed to balance your needs today with your lifetime goals.
In addition to filing returns, we are your key point of contact with regulatory authorities as well as your other key advisors, to ensure you remain in compliance and on track to realize your goals.
We work with your entire family to ensure everyone can make informed decisions and secure their futures.
Substantial wealth requires specialized expertise; we collaborate with your trusted professionals to manage and integrate the complexities and practicalities of your wealth strategies.
We are always available to provide advice and guidance on any question or decision that might impact your tax liability — from investments, debt and insurance, to wealth planning and lifestyle decisions.
Initial meetings will focus on getting to know you — your needs, your challenges and your aspirations. Our team listens carefully to build a thoughtful and intentional approach to achieving your goals.
We then gather all your financial data, assets as well as liabilities, to assess potential strategies to minimize your tax burden and risk exposure.
Your strategic tax plan is a living, breathing plan — holistic and proactive — designed to balance your needs today with your lifetime goals.
In addition to filing returns, we are your key point of contact with regulatory authorities as well as your other key advisors, to ensure you remain in compliance and on track to realize your goals.
We work with your entire family to ensure everyone can make informed decisions and secure their futures.
Substantial wealth requires specialized expertise; we collaborate with your trusted professionals to manage and integrate the complexities and practicalities of your wealth strategies.
We are always available to provide advice and guidance on any question or decision that might impact your tax liability — from investments, debt and insurance, to wealth planning and lifestyle decisions.