ExperityCPA is a multi-family office ecosystem that supports the needs of individuals, their families, and the businesses they run.
We are dedicated to helping you achieve your financial goals and ensuring your success!
ExperityCPA Tax & Accounting is a multi-family office that supports individuals, including high-net-worth individuals, businesses, corporations, nonprofit organizations, and cryptocurrency investors. Our team provides senior-level advisory and support focused on solutions that enable clients to secure their generational legacy.
We believe holistic planning should be supported by a strong and aligned viewpoint, ensuring every financial decision contributes to long-term success.
Subject Matter Experts
Our subject matter experts specialize in multi-family office services, securing generational wealth through strategic investments. Book a consultation with us today to start planning your financial future.
Why Choose ExperityCPA?
Expertly navigating complex financial landscapes, we offer holistic, senior-level advisory, securing your family’s generational legacy through strategic investments and personalized solutions.
Holistic Financial
Solutions
Providing integrated, expert advisory services to secure and enhance your family's financial legacy across generations.
Comprehensive Wealth Management
Expert advisors delivering tailored financial strategies to ensure lasting generational wealth and security.
Strategic Legacy
Planning
Guiding families in preserving and growing wealth through customized, long-term investment and planning solutions.
Let's get started!
Contact ExperityCPA today to secure your family’s financial future with expert guidance and personalized solutions.
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ExperityCPA Tax & Accounting – Domestic and International Tax Accountants & Advisors You Can Trust with offices in New York, Connecticut, New Jersey.
Individuals
- Tax Preparation Services
- Tax Advisory
- Wealth Management
- Estate Planning
- Private Equity
Corporate
- Entity Formations
- Tax Advisory
- Tax Preparation Services
- Corporate Finance
- Small Business Owners
Cryptocurrency
- Tax Advisory
- Tax Preparation Services
- Tax Mitigation on appreciated assets
Latest Blog
Explore our latest blog post for in-depth insights, expert tips, and the newest updates on topics you care about. Whether you’re looking for industry news, practical advice, or inspiring stories, our blog has something for everyone. Don’t miss out on our most recent content.
Navigating Market Volatility with Confidence: What Investors Should Know
- April 9, 2025
In recent months, investors have witnessed sharp...
A Volatility Buffer: Discussing Fixed-Indexed Annuities With Retired Clients
- February 27, 2025
Retirees face many challenges when it comes...
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Need help with your accounting or tax related project or have a any question about our services? We’re here at your support.
