GOING CPAS AND WEALTH ADVISORS

The firm operates at the intersection of public accounting and wealth management, a dual structure that gives it line-of-sight into both sides of a...

GOING CPAS AND WEALTH ADVISORS

The firm operates at the intersection of public accounting and wealth management, a dual structure that gives it line-of-sight into both sides of a family's balance sheet. It was founded to deliver tax-aligned investment management, estate planning, and business advisory services under one roof rather than through siloed providers. Its investment posture is defined by after-tax return optimization rather than benchmark-relative performance. The firm constructs portfolios across public equities, fixed income, alternatives, and private placements when suitable for accredited clients, with asset allocation driven by tax-loss harvesting schedules, entity-structure planning, and multi-generational transfer strategies. Direct indexing and tax-aware municipal-bond ladders feature prominently in its playbook. The practice scales through its accounting-client base, converting tax-preparation relationships into wealth-management engagements — an organic pipeline that circumvents traditional marketing spend. The firm typically works with business owners, professional-service partners, and multi-generational families, often starting with a tax return and expanding into full balance-sheet management. Its structural differentiator is the CPA-RIA integration itself. Unlike standalone RIAs that coordinate with external CPA firms, Going CPAs houses both disciplines internally, which collapses the information lag between a tax event and an investment response. This architecture suits clients whose wealth is tied up in closely held businesses, real estate partnerships, or trust structures where tax and investment decisions are inseparable.

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General information

Firm type

Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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How does Going CPAs and Wealth Advisors structure its investment management?

The firm operates as both a certified public accounting practice and a registered investment advisor (RIA), allowing it to manage portfolios with direct visibility into a client's tax situation. Asset allocation, security selection, and rebalancing decisions are shaped by tax-loss harvesting calendars, entity-level tax planning, and estate-transfer considerations. This dual structure means the same team that prepares the tax return may also direct the portfolio adjustments that flow from it.

What types of clients does the firm typically serve?

The firm's client base skews toward business owners, professional-service partners, and multi-generational families whose wealth is concentrated in operating businesses, real estate holdings, or trust structures. Many relationships originate through the tax-preparation side of the practice, converting compliance engagements into comprehensive wealth-management mandates over time.

Does the firm invest in private markets or alternatives?

Where suitable for accredited and qualified clients, the firm can incorporate private placements, alternative strategies, and direct real estate exposure into portfolios. These allocations are evaluated for their after-tax return characteristics and alignment with estate-planning objectives, with the CPA arm structuring entity-level tax treatment where applicable.

How is Going CPAs and Wealth Advisors different from a standalone RIA or a traditional accounting firm?

The firm combines a licensed CPA practice and an RIA under one roof, collapsing the typical coordination gap between an external tax preparer and an external wealth manager. When a client sells a business, restructures a partnership, or faces a trust-related distribution, the tax and investment responses are designed and executed by the same team, reducing the friction and delay that multi-firm arrangements often create.

What is the firm's approach to multi-generational wealth transfer?

Multi-generational planning is central to the firm's model. The CPA arm handles estate and gift tax filings, trust accounting, and entity-structure design, while the RIA arm implements grantor-retained annuity trusts, intentionally defective grantor trusts, and tax-aware gifting strategies using appreciated securities. This parallel capacity allows families to execute transfers that are coordinated across both tax compliance and portfolio repositioning.

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