Whether you have built wealth through your own business, as a key employee, or inherited wealth, White Cloud CPA Group, PLLC can assist you in your tax planning and compliance needs.

We have the experience to assist you in all areas of personal taxation including federal and state income tax, trust and inheritance tax, succession planning, capital gains tax, residency and domicile issues, and asset protection planning. If you are in the process of planning for retirement, transaction planning, have incentive stock options and restricted stock units, or trying to determine the right charitable vehicle for giving we have the experience to assist you.

White Cloud CPA Group, PLLC is not registered to buy, sell, trade, or invest in securities. We partner with your current financial advisors or can refer you to great financial advisors throughout the Western United States.

Please contact us to see if we are a fit for your long-term tax and planning needs.