Personal Tax & Wealth Services

Our wealth & tax advisory services are designed to work together. Strategic tax advisory on the personal level typically happens within a client's investments and wealth protection strategies. This why we've created integrated wealth & tax advisory services all under the Dark Horse umbrella. Our coordinated CPA and CFP team combines bespoke financial advisory with tax savvy to achieve the most after-tax growth possible.

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CPA Advisor

Get a personable & experienced CPA who will partner with you to achieve unparalleled results.

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SOC 2® Compliant.

Dark Horse has achieved the AICPA's highest standard for the safeguarding of sensitive data through passing a SOC 2 audit.
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