Cerity Partners Tax, Accounting & Advisory Services is a sophisticated CPA and advisory practice specializing in serving high-net-worth individuals, multi-generational families, real estate investors, entrepreneurs, family offices, and closely held businesses. The firm offers comprehensive tax planning and compliance, real estate advisory services, trust and estate planning, multi-generational wealth transfer strategies, family office services, business management consulting, and accounting and assurance services. Cerity Partners emphasizes proactive advice and strategic planning rather than transactional tax return preparation, with clients typically employing in-house accounting personnel and managing multiple complex entities. The firm maintains a two-level review process for technical quality and client service, and invests significantly in training and professional development for its staff.
Industry
Financial Services
Remote Policy
Fully Remote
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