Who We Serve
Business owners, high-income professionals, and real estate investors whose financial complexity demands strategic oversight—not just compliance.
Our Client Specializations
We serve three core client types—each with unique financial challenges that require proactive planning and strategic guidance.
Business Owners & Founders
You've built a business that generates real revenue. Now you need financial clarity and strategic guidance to grow with confidence.
Typical Profile
- Revenue: $500K–$10M+ annually
- Industries: Professional services, agencies, consultancies, SaaS, e-commerce, contractors
- Structure: S-Corps, C-Corps, LLCs, partnerships
- Team Size: Solo operators to 50+ employees
Common Challenges We Solve
Entity Structure & Tax Optimization
Are you structured correctly? Should you be an S-Corp? Do you need a holding company? We evaluate and optimize your entity setup for long-term tax efficiency.
Owner Compensation Strategy
Balancing W-2 salary vs. distributions, retirement contributions, and profit-sharing—all coordinated with your tax strategy.
Cash Flow & Profitability Clarity
You're busy running the business. We give you clear, monthly financial reports so you always know where you stand.
Strategic Financial Guidance
Hire vs. contractor? Lease vs. buy? Expand or conserve cash? We model scenarios and guide decisions with data.
What Business Owners Get
- Monthly financial reviews and strategic check-ins
- Year-round tax planning integrated with operations
- Cash flow forecasting and scenario modeling
- Bookkeeping coordination and financial system oversight
- Quarterly strategy sessions to adjust as you grow
High-Income Professionals
You earn well—W-2, self-employed, or both. But your income is too complex for DIY software and too significant to leave tax planning to chance.
Typical Profile
- Income: $400K+ annually
- Roles: Executives, physicians, attorneys, engineers, sales professionals, consultants
- Complexity: Stock options, bonuses, multi-state income, side businesses
- Pain Point: High effective tax rates with no proactive strategy
What High-Income Professionals Need
Income Structuring
How to optimize compensation mix, retirement contributions, and deferred income strategies to minimize tax liability.
Multi-State Coordination
Working remotely? Multiple states involved? We coordinate multi-state filing and optimize residency considerations.
Equity & Bonus Planning
Stock options, RSUs, equity compensation—we help you plan for vesting, exercise, and sale decisions before they happen.
Year-Round Strategy
No more last-minute tax prep. We plan proactively throughout the year and coordinate with major financial decisions.
What High-Income Professionals Get
- Strategic tax planning coordinated with your income structure
- Multi-year tax forecasting and scenario modeling
- Executive-level financial thinking applied to personal finances
- Coordination with financial planners and legal advisors
- Priority access and year-round strategic guidance
Real Estate Investors & Multi-Entity Owners
You manage properties, own multiple entities, or have layered income streams. Your tax situation is complex and requires precision.
Typical Profile
- Properties: Multiple rental properties, STRs, commercial real estate, or syndications
- Entities: Multiple LLCs, partnerships, or holding companies
- Complexity: Depreciation strategies, cost segregation, 1031 exchanges, multi-state filing
- Goal: Maximize tax efficiency while maintaining defensible records
What Real Estate Investors Need
Entity Structure Planning
Should each property be in its own LLC? When does a holding company make sense? We design structures for liability protection and tax efficiency.
Depreciation & Cost Segregation
Maximizing depreciation benefits, coordinating cost segregation studies, and planning for passive loss limitations.
1031 Exchange Coordination
Planning property dispositions, identifying replacement properties, and coordinating with qualified intermediaries.
Multi-Property Reporting
Consolidated reporting across all entities so you understand true performance and cash flow at the portfolio level.
What Real Estate Investors Get
- Strategic oversight across multiple properties and entities
- Proactive tax planning around acquisitions, dispositions, and refinancing
- Coordination with property managers, attorneys, and other advisors
- Consolidated financial reporting and portfolio-level insights
- Audit-ready documentation and defensible record-keeping
Serving Florida and Nationwide
NextGen CPA is based in South Florida (Broward County, Fort Lauderdale) and serves clients across the United States.
Whether you're in Miami, Boca Raton, Palm Beach, Tampa, Orlando—or operating remotely from anywhere in the country—we deliver the same high-touch virtual CFO and tax advisory services nationwide.
Our cloud-based model ensures strategic oversight regardless of geography.
Not Sure If We're a Fit?
If your finances are complex enough that a mistake would be expensive, we should talk. Book a strategy call to see if NextGen CPA is right for you.
Book a Strategy Call