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Who We Are

“I’ve never worked with a firm as approachable as Altum. I really appreciate that I can pick their brains on any financial or life decision that might impact our taxes. My team at Altum is smart and creative.”

– Altum Client
Triangle diagram surrounding the Altum logo, highlighting "Advise", "Optimize", and "Protect".

A specialized and innovative tax firm founded in late 2010, Altum has become known for delivering uncompromising personal service, expert tax advice and integrated solutions that effectively minimize taxes, protect wealth and provide for future generations.

Our creative, energetic and dedicated professionals deliver holistic, proactive tax strategies to help you realize your immediate and long-term goals, solving even the most complex financial challenges with responsiveness, precision and passion. You enjoy unrestricted access to our entire staff, from junior professionals to seasoned senior partners. We strive to provide a client experience that is truly unique and invaluable. Our clients often refer to us as the standard by which they judge all of their advisors.

Meet our founding partner

My focus, and our mission as a firm, is to provide truly exceptional service and unique value to our clients. We are committed to being extremely responsive to client needs and providing thoughtful, strategic solutions that seek to minimize income, estate and gift taxes.

After receiving my master’s degree in taxation from Golden Gate University, I continued to enhance my skill set to include tax research, tax, corporate tax, income tax and tax accounting.

Our clients include officers of public companies, real estate developers, venture capitalists and owners of closely held businesses. I also work closely with clients to assist with architecting business structures involving partnerships and limited liability companies that may include joint ventures, investment funds (including venture capital funds) and real estate partnerships.

My areas of specialization include tax planning and compliance for high-net-worth individuals as well as flow-through entities (VC and real estate partnerships) and closely held corporations. I also have a specific expertise in tax controversy and qualified small business stock issues.

John Advani
Founding Partner

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Learn about how we give back to our communities

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Supporting local food bank to fight hunger in the community

Supporting local food bank to fight hunger in the community

Altum has donated funds to Banco de Alimentos Puerto Rico, a non-profit organization that has worked for the past 35 years to fight hunger by distributing food, education and hope, for a stronger Puerto Rico.
Learn More

Interested in learning more about Altum?

Contact Us

Altum LLP

Phone: 408-320-0260
Fax: 888-598-7498

Our Offices

Puerto Rico
1225 Ponce De Leon Avenue
Suite GF-1
San Juan, Puerto Rico 00907

Washington
14725 NE 20th Street, #D-96
Bellevue, Washington 98007

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