Altum is a Latin word that means “cherish, nurture, support and maintain.” This is our core value and how we approach everything we do. We are creative, energetic, and dedicated professionals who employ innovative and thoughtful strategies for our clients. We combine high-touch and highly responsive client service with the timely delivery of high-quality solutions. We focus on each client’s unique situation in great detail, with a depth and passion not usually found in other service providers. This is the reason that all of our new clients come from existing client relationships.

Everything we do starts and ends with your tax returns. Our goal is to prepare an accurate tax return that results in the least amount of tax possible while complying with all rules and regulations. Our mission is to enable clients to maintain their wealth and property through responsive and insightful tax planning. We provide each client with a unique and thoughtfully crafted tax plan that will positively impact income generation, asset protection, and tax minimization. We have a deep expertise in qualified small business stock (QSBS) and equity compensation planning.