Sophisticated financial guidance for high-net-worth individuals
When your financial picture is complex, you need more than a once-a-year tax appointment. At Brammer, Begnaud, & Lattimore CPAs & Consultants, we’ve been helping high net worth individuals in Southeast Texas protect, manage, and grow their wealth since 1950. Our team delivers year-round tax planning, IRS protection, and CFO-level financial guidance that’s all wrapped in a simple, fixed monthly fee with no billing surprises.
Protecting What You’ve Built
You’ve worked hard to build your wealth. The last thing you need is a tax strategy that only kicks in on April 14th. We take a proactive approach to your finances—monitoring changes in tax law, identifying planning opportunities, and keeping your strategy aligned with your goals all year long.
Our high net worth clients benefit from:
- Year-round personal income tax planning and preparation — no off-season, no surprises
- IRS Audit Protection — expert representation if the IRS ever comes knocking
- Retirement Plan Analysis — research-backed comparisons of plan options to maximize your tax efficiency
- Entity Type Analysis — guidance on the right ownership and entity structures to protect your assets
- Business Management Services — CFO-level oversight if you own a business, at a fraction of the cost of a full-time CFO
What’s included in your service plan
No more wondering what’s covered and what’s going to cost extra. Our bundled, fixed monthly fee brings everything you need into one clear, predictable package:
- Personal income tax preparation and year-round planning
- Strategic guidance on investments, retirement, and estate-related tax considerations
- IRS audit defense and notice handling
- Retirement plan research and recommendations
- Secure online portal for real-time access to your financial documents
- Entity structure and ownership guidance
- Direct access to your CPA team throughout the year
Your finances, visible in real time
Our secure online platform gives you 24/7 access to your tax documents, financial reports, and records—from anywhere. No waiting on a callback to find out where things stand. Whether you’re reviewing year-to-date information, sharing documents with your attorney, or checking in before a major financial decision, your data is always at your fingertips.
This isn’t just convenience—it’s the kind of visibility that lets you make smarter, faster decisions with confidence.
Services tailored to your wealth
Personal Income Tax
Strategic preparation and planning built around your full financial picture—investments, business interests, real estate, and more.
Audit Protection
If the IRS contacts you, we handle every notice, letter, and proceeding on your behalf. You stay in the loop without the stress.
Retirement Plan Analysis
From SEP IRAs to defined benefit plans, we compare plan options and recommend the structure that keeps more of your money working for you.
Frequently Asked Questions about accounting and advisory services for high-net-worth individuals
What tax services do you offer high-net-worth individuals?
We offer comprehensive personal income tax preparation, year-round tax planning, and strategic guidance to help minimize your tax liability. Our team stays proactive throughout the year, not just at filing time, so you’re never caught off guard.
Do you provide IRS audit protection for high-net-worth clients?
Yes. Our Audit Protection service provides expert IRS representation, handling all notices, letters, and proceedings on your behalf. You never have to face the IRS alone.
Can you help me plan for retirement?
Absolutely. We research and compare retirement plan options tailored to your situation, helping you build a tax-efficient strategy that supports your long-term financial goals.
How does your fixed-fee model work for individuals?
We bundle our services into a flat monthly fee so you always know exactly what you’re paying. No hourly billing, no surprise invoices—just consistent, expert support all year long.
Do you work with high-net-worth individuals who also own businesses?
Yes, this is one of our specialties. Many of our clients are business owners and professionals who need both business accounting and personal tax strategy under one roof. We align both sides of your financial picture for maximum efficiency.
Ready to take control of your financial future?
At Brammer, Begnaud, & Lattimore, we believe expert financial guidance shouldn’t come with hourly billing anxiety. Let us build a customized, fixed-fee plan that keeps your wealth protected and your future on track.
Let us guide you toward a healthy financial future.
