Cutting-edge tax compliance, planning, and consulting services for high-net-worth individuals and their entities.
with your new CPA.
Redefine your relationship with your CPA.
With specialized experience in tax preparation, consulting, and estate planning for high-net-worth and ultra-high-net-worth families, our team is adamantly familiar with providing exceptional service to successful individuals.
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You've worked hard to build your legacy. Our team is dedicated to helping preserve it year-round - not just during tax season.
Obsidian Tax and Consulting Services was born from a simple premise - Optimizing the client service platform and elevating the client experience.
Since 2016, I have worked exclusively with ultra-high-net-worth individuals and their entities. I have managed teams for affluent clients with net worths from $1M - $1.2B. I have worked with clients who were pioneers in the technology sector and venture capital markets, and as a result, I am well-versed in the tax implications of early-stage VC investments, alternative compensation (RSUs, stock options, etc.), hedge fund partnerships, foreign investment reporting, and multistate...Read more
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- Michael D. Boyd, CPA & Managing Partner
