High-Net-Worth Individuals

It's less about income level and more about complexity and personal access. Clients at the $500k–$5M income range often find that national firms assign them to a junior preparer with annual turnover, while paying national-firm fees. Qorri Tax gives you direct founder-level review at every stage — the same technical quality, without the layering. Above roughly $5M or for family-office-level complexity, a national firm or specialty boutique may still be the right fit.

Yes, and regularly. High-net-worth tax work is rarely done in isolation. I work directly with your wealth manager, CFP, estate attorney, and any other advisors involved — so that your tax return reflects reality and your advisors know what the tax impact of their recommendations will be. I don't provide investment or legal advice; I coordinate with the professionals who do.

Carefully and with a reconciliation process. K-1s from private partnerships, hedge funds, PE funds, and operating businesses often arrive late, contain complex allocations, and include international components (Schedule K-3). Each K-1 is reviewed for accuracy, basis is tracked year over year, and passive activity loss rules are applied. Returns are held open until all K-1s are received rather than amending later.

Yes — this is a common area for HNW clients who move between states or maintain second residences. The analysis includes domicile determination, part-year vs. non-resident filing strategy, day-count tracking for problematic states (NY, CA, NJ), and residency-audit defensibility for clients moving away from high-tax states. Real analysis, not a post-move scramble.

Charitable planning is a core part of the year-end conversation for HNW clients. Appreciated stock donations, qualified charitable distributions from IRAs, donor-advised fund timing, bunching strategies to clear the standard deduction, and charitable remainder trust coordination are all handled. The goal is giving tax efficiency, not giving maximization — which are not always the same thing.

All document exchange happens through an encrypted client portal. No documents are sent or received by email. Retention is limited to what is required for return preparation and audit defense. Staff access is minimal — because there is no staff. Tajma handles all client data personally.

Returns I prepare are supported for the full filing year plus any subsequent IRS correspondence. I respond directly to IRS notices and audit requests related to the return, including CP2000, correspondence audits, and field examinations where applicable. For tax-court-level disputes I coordinate with tax attorneys.

Flat-fee engagements for HNW individuals typically run $2,500–$10,000 per year depending on complexity — number of entities, K-1 count, international exposure, multi-state filings, and planning depth. Quotes are firm before work begins and don't change based on how much time the work actually takes.