Build Wealth Strategically.
Not Reactively.
We bring former Big 4 financial discipline to business owners and high-income professionals who demand more than tax prep. Virtual CFO leadership and year-round tax strategy—designed for those ready to think long-term.
Former Big 4
Ernst & Young
10+ Years
Experience
Nationwide
Service
Licensed CPA
Florida & Beyond
Why NextGen CPA?
Most CPAs react. We architect. Here's what sets us apart.
Former Big 4 Discipline
Over a decade at Ernst & Young auditing Fortune 500 companies. We bring institutional-grade rigor to private advisory.
Strategy-First Mindset
We don't just file returns. We build multi-year tax strategies, optimize entity structures, and forecast financial outcomes.
Virtual CFO Leadership
Monthly oversight, quarterly strategy sessions, and year-round access. You get a financial partner, not a seasonal vendor.
Is NextGen CPA Right for You?
We work with clients whose financial decisions carry real weight—business owners, executives, real estate investors, and high-income professionals.
Typical client profile: Business revenue between $500K–$10M, or personal income above $400K annually.
Our engagements are value-based, not hourly. We price for strategic impact, not time tracking. If you're looking for discount tax prep, we're not the right fit. If you want a financial architect, let's talk.
How We Serve You
Three core pillars of strategic financial advisory.
Tax Strategy
Proactive multi-year planning for high-income earners. Entity optimization, compensation structuring, and strategic tax minimization.
Learn More →Virtual CFO
Ongoing financial leadership. Monthly reviews, cash flow forecasting, and strategic oversight for business owners who want clarity and control.
Learn More →Private Client Advisory
High-touch support for complex situations. Multi-entity coordination, advanced planning, and year-round priority access.
View Packages →Who We Serve
We specialize in serving clients whose financial complexity demands more than basic compliance.
Business Owners & Founders
You built a business that generates real revenue. Now you need someone who can help you see what's really happening in your numbers and make decisions with confidence.
We help with:
- Structure — choosing the right entity, setting up payroll, building a system that supports growth
- Tax planning integrated with how you operate and pay yourself
- Monthly or quarterly reviews so you're never surprised at year-end
- Cash flow planning and forecasting tied to your goals
- A financial partner who understands your business, not just your return
High-Income Professionals
You earn well. Maybe W-2, maybe self-employed, maybe both. But your income is too complex for off-the-shelf software and too significant to treat taxes as an afterthought.
You get:
- Strategic advice on how to structure your income and compensation
- Year-round planning, not last-minute scrambling
- Coordination across multiple income streams and entities if applicable
- Executive-level financial thinking applied to your personal situation
Real Estate Investors & Multi-Income Earners
You manage properties, maybe flip deals, perhaps syndicate. Your tax situation is layered — depreciation, cost segregation, entity structure, 1031 exchanges. You need precision and proactive planning.
We provide:
- Ongoing strategy around depreciation schedules and property holding structures
- Coordination across multiple properties and business activities
- Planning for exits, refinances, and reinvestment decisions
- Accurate reporting on every entity so you have a clear picture of performance
- Real financial leadership, not just tax prep once a year
Service Tiers
From compliance foundations to full virtual CFO leadership—structured engagements designed for clarity and results.
What Our Clients Say
Real feedback from business owners and high-income professionals who trust NextGen CPA with their financial leadership.
"Working with NextGen CPA transformed how I manage my portfolio. They don't just file taxes—they've helped me structure multiple properties strategically and forecast cash flow across all my entities. Finally have a CPA who thinks like a CFO."
Michael R.
Real Estate Investor
3 months ago
"After years of reactive tax prep, NextGen CPA brought real financial leadership to my business. Their monthly reviews keep me on track, and the tax planning saved me significantly this year. Worth every penny."
Sarah K.
Marketing Agency Owner
2 months ago
"As a high-income W-2 earner with side consulting, my taxes were a mess. NextGen CPA optimized my entity structure and now I have year-round support. The Big 4 discipline shows—they're meticulous and strategic."
David L.
Medical Professional
4 months ago
Meet Your Strategic Partner
Over a decade of Big 4 experience. Now focused exclusively on bringing corporate-level financial discipline to private business owners and high-income professionals.
Learn About Our Approach →Ready for Financial Clarity?
Schedule a strategy call to see whether NextGen CPA is the right fit for you. Clarity first, then decisions.
Book a Strategy Call