Your trust is our business.
Integrity is how we do it.
Financial clarity for those who expect more than accuracy.
Trusted Expertise
Decades of experience guiding high-net-worth clients with accuracy and confidence.
Thoughtful Partnership
We listen first, tailoring every solution to fit your goals, values, and family vision.
Uncompromising Integrity
Clarity and transparency define every interaction, because your trust is everything.
Financial Clarity, Tailored for You
ETRA provides full-service tax expertise specifically tailored for high-net-worth individuals and their families.
Collaborative Advisory Partnerships
Seamless coordination with financial advisors, attorneys, and trustees.
Concierge Strategy Services
Proactive support that minimizes complexity, saves time, and always keeps you informed.
Multi-Generational Wealth Strategies
Preserve and protect what matters most, with a long-term view.
Comprehensive Tax Planning & Compliance
Tailored for the successful individual, trusts, and complex asset portfolios.
A Relationship Built on Understanding
Our trusted advisors foster enduring partnerships with high-touch tax services built on integrity, transparency, and uncommon care.
We Listen Intently
Understanding comes before advising. We take time to learn your financial story, your values, priorities, and long-term goals, so our guidance aligns with your intent.
We Act with Intention
Every recommendation simplifies complexity with calm and purpose. We focus on meaningful, sustainable outcomes — not short-term maneuvers — designed to protect what you’ve built and support what comes next.
We Deliver with Precision
Our work is defined by detail, consistency, and relentless proactivity. Whether coordinating with your family office, legal counsel, or investment advisors, we ensure everyone is aligned behind a single, confident plan.
An Accounting Firm for High-Net-Worth Individuals and Families
ETRA is custom-built for those who value clarity, accountability, and long-term partnership. Bringing seasoned judgment and thoughtful planning to every engagement, your interests and goals are always our priority.
Frequently Asked Questions
We combine the expertise of a large firm with the attention and care of a private advisor. Our approach is intentionally personal. Every client engagement is led by an experienced CPA who knows your goals and values as deeply as your numbers.
Our services are tailored for individuals, families, and trusts with complex financial portfolios who value proactive planning, transparency, and long-term partnership.
Investing the time for proactive collaboration is at the core of how we do what we do. We coordinate seamlessly with your financial advisors, attorneys, and trustees to ensure your full financial ecosystem works together in harmony.
The first step is a consultation. We’ll listen, learn, and determine how we can best serve your goals.
Yes. We work extensively with private foundations and charitable trusts, including family foundations, bringing deep experience in the compliance, reporting, and governance requirements unique to these groups. We work closely with trustees and advisors to ensure accuracy and disciplined stewardship so philanthropic goals are managed with clarity and confidence.
