Ami J Hontalas, CPA specializes in accounting for high net worth families and their businesses. We understand the special needs of the multi-generational family office. You have multiple entities with different ownership structures. They have capital calls and distributions that may change over time depending on the age of the beneficiaries. You have Incs, GPs and LPs and operating partnerships and trusts. You need to track 1031 exchanges and basis step up. You have long term projects and philanthropic endeavors that all need to be tracked differently. And you need it all to be seamless, which is why you hire us.

Bespoke
We cater to a handful of clients that have distinctive and varying needs. We often act as project managers between the tax CPAs, lawyers and our clients, which ultimately saves them money on professional fees. Sometimes our clients’ needs are more operational and strategic than numeric. We enjoy partnering with our clients in a myriad of ways. 

Scalable 
Ami J Hontalas, CPA gives you access to the level of expertise you need, when you need it, with a skill set second-to-none. As your business grows, we grow with you. Our clients enjoy:

• Monthly data entry and year end reports that support your tax returns beautifully
• Management dashboards and decision-making tools
• Controller and CFO services without the expense of a full-time employee

Trustworthy
It’s difficult to find someone to trust with your finances. Confidentiality is always at the forefront of what we do and because all our work is prepared or reviewed by a CPA, you can be confident that our accounting is accurate and everything is private.