- Specialized Private Client Tax Advisory
Private Client CPA for High-Net-Worth Investors, Executives & Founders
Recognized by Forbes as a Best-in-State Top CPA in 2025 and 2026
Featured in Forbes for "Leading the Charge on Crypto Accounting": Read the Forbes Feature
Camuso CPA provides specialized tax planning, preparation, and advisory services for high-net-worth individuals navigating complex investments, partnership interests, structured products, equity compensation, international holdings, and digital assets.
As Seen In:
Prediction Market Event Contracts: A Tax Classification Analysis
Federal tax classification of prediction market event contracts under §165(d), §1256, and general capital or ordinary rules. Co-authored with the former head of the IRS Office of Digital Assets.
Read in Tax Notes →Digital Asset Taxation in the United States: A Policy Analysis
Policy analysis of the U.S. digital asset tax landscape, including reporting, jurisdictional authority, and tax treatment. Co-authored with the former head of the IRS Office of Digital Assets.
Read in Tax Notes →Tax Advisory for Complex Wealth & Investment Structures
High-net-worth individuals often hold investments across public securities, private equity, hedge funds, structured products, partnerships, foreign corporations, and privately held businesses. These holdings create overlapping tax considerations involving income recognition, investment basis, financial instrument classification, international reporting, and multi-state obligations.
Schedules K-1 and K-3, controlled foreign corporations (CFCs), passive foreign investment companies (PFICs), complex derivatives, equity compensation, and significant liquidity events frequently require analysis beyond routine individual tax preparation.
Camuso CPA provides specialized tax planning, compliance, and technical advisory services for private clients with sophisticated financial circumstances. Our experience in investment taxation, digital assets, and emerging financial markets informs our approach to complex transactions, reporting obligations, and tax planning.
We work with clients who need accurate tax reporting, supportable tax positions, and proactive analysis of significant financial decisions.
Our Private Client Tax Advisory Process
Step 1: Financial, Investment & Tax Review
We evaluate your investment holdings, income sources, partnership interests, equity compensation, business entities, international exposure, prior tax filings, and anticipated financial events. This review identifies material tax considerations and establishes the appropriate engagement scope.
Step 2: Technical Tax Analysis & Planning
We analyze applicable tax treatment, reporting obligations, and planning opportunities across your investments and ownership structures. Matters may involve partnership basis, structured products, equity compensation, international inclusions, capital transactions, and state tax considerations.
Step 3: Tax Preparation & Compliance
We prepare applicable federal and state tax returns, coordinate investment and entity reporting, evaluate estimated payments, and document material tax positions. Complex transactions receive additional analysis where necessary to support accurate reporting.
Step 4: Ongoing Private Client Advisory
For ongoing engagements, we provide tax projections, planning around significant financial events, and coordination with investment advisers, attorneys, and other professionals. Our advisory services evolve alongside changes in your investments, income sources, and ownership structures.
Prefer to book a time directly?
Prefer to reach us directly? Email info@camusocpa.com or call (704) 249-3179.
Who We Work With
Camuso CPA serves high-net-worth individuals whose investments, compensation, business interests, or international activities require specialized tax analysis and compliance.
- High-Net-Worth Investors
- Private Equity, Hedge Fund & Partnership Investors
- Executives & Equity Compensation Recipients
- Founders & Entrepreneurs
- International Investors & Cross-Border Individuals
- Digital Asset & Emerging Market Investors
Specialized Tax Advisory for Sophisticated Investment Portfolios
Complex portfolios often include structured notes, derivatives, partnership interests, private funds, equity compensation, and foreign holdings. Those positions do not all follow ordinary brokerage reporting. The work below is the tax analysis and compliance for each of them.
Discuss Your Tax Situation
Private Client Tax Services
Camuso CPA provides specialized tax planning, technical advisory, and compliance services for high-net-worth individuals with complex financial circumstances.
Complex Individual Tax Preparation & Compliance
Federal and state tax preparation for high-net-worth individuals with substantial investment income, multiple entities, partnership K-1s, foreign investments, and specialized reporting obligations. Matters may include investment income characterization, alternative minimum tax, net investment income tax, basis limitations, and historical filing corrections.
High-Net-Worth Tax Strategy & Investment Planning
Proactive tax planning involving concentrated securities positions, substantial capital gains, capital loss utilization, charitable contributions of appreciated assets, investment interest deductions, estimated payments, and significant liquidity events. Planning may include the tax consequences of hedging, monetization, and securities-backed financing arrangements.
Structured Products, Derivatives & Complex Securities
Tax analysis and reporting for structured notes, contingent payment debt instruments, market-linked securities, prepaid forwards, options, and complex derivatives. Matters may involve original issue discount, straddles, constructive ownership, constructive sales, foreign currency transactions, and applicable financial instrument classification rules.
Partnership K-1s, Private Funds & Alternative Investments
Tax reporting and analysis for private equity, hedge funds, private credit, venture capital, real estate partnerships, and investment funds. Matters may include partnership allocations, outside basis, liabilities, suspended losses, carried interest, fund distributions, §704(c), §751, §743(b), and applicable interest expense limitations.
Equity Compensation, Founder Equity & Liquidity Events
Tax planning involving RSUs, ISOs, NSOs, deferred compensation, concentrated stock, founder equity, and business exits. Matters may include §83(b) elections, QSBS under §1202, §1045 rollovers, alternative minimum tax, earnouts, installment sales, and rollover equity.
International Tax, CFCs & Foreign Investment Structures
U.S. tax analysis and reporting for controlled foreign corporations, PFICs, foreign partnerships, and domestic pass-through investments with international exposure. Matters may involve Subpart F, GILTI, §962 elections, previously taxed earnings and profits, foreign tax credits, Schedules K-2 and K-3, treaty considerations, and applicable international information reporting.
Multi-State Tax Planning & Residency
Tax analysis and planning involving changes in state residency, income sourced to multiple jurisdictions, pass-through entity interests, investment income allocation, and state tax compliance. Matters may include residency examinations, sourcing disputes, and multi-state reporting for business owners and investors.
Digital Assets & Emerging Financial Markets
Specialized tax reporting and advisory for cryptocurrency, DeFi, digital asset investments, prediction markets, perpetual contracts, token compensation, and emerging financial instruments. Matters may include transaction reconstruction, cost basis, income characterization, derivatives taxation, and complex reporting obligations.
Why Private Clients Work With Camuso CPA
High-net-worth tax matters often run across several investment structures, entities, and reporting requirements. The work is to see how those activities interact and to support the material positions.
Patrick Camuso, CPA, previously worked at Deloitte advising asset managers on financial accounting and fund taxation. Forbes recognized him as a Best-in-State Top CPA in 2025 and 2026, and he has co-authored technical research published in Tax Notes.
Work With a CPA Who Understands Complex Wealth
Private Client CPA FAQs
What does a private client CPA do?
A private client CPA provides specialized tax preparation, planning, and advisory services for individuals with complex investments, substantial income, business ownership, equity compensation, or international tax obligations. Services may include technical tax analysis, complex return preparation, investment reporting, and ongoing tax planning.
Does Camuso CPA work with high-net-worth individuals who do not own cryptocurrency?
Yes. Camuso CPA serves select private clients with complex traditional investments, partnership interests, equity compensation, business income, international exposure, and other sophisticated tax matters. Cryptocurrency ownership is not required.
Can Camuso CPA handle complex partnership K-1s and K-3s?
Yes. We work with partnership and investment fund reporting involving basis calculations, loss limitations, complex allocations, and international tax information. Depending on the investment structure, additional analysis may be required for foreign-source income, foreign tax credits, or indirect ownership of foreign entities.
Do you advise on structured notes, derivatives, and complex investment products?
We evaluate the tax consequences of structured products, derivatives, and other financial instruments based on their contractual terms and transaction history. Relevant issues may include income timing, original issue discount, straddles, constructive sales, and financial instrument classification.
Can you help with CFCs, PFICs, and international investment structures?
We evaluate U.S. tax considerations involving controlled foreign corporations, passive foreign investment companies, foreign partnerships, and international pass-through investments. Engagements may require analysis of Subpart F, GILTI, foreign tax credits, elections, and applicable information reporting.
Do you provide tax planning for RSUs, stock options, and founder equity?
Yes. We advise on tax considerations involving restricted stock units, incentive stock options, nonqualified stock options, founder equity, and significant liquidity events. Planning may involve withholding, alternative minimum tax, QSBS eligibility, and transaction-specific reporting.
Can you help with private equity, hedge fund, and alternative investment taxes?
Yes. We assist with tax reporting and analysis involving private investment funds, partnership interests, carried interest, private credit, venture capital, and other alternative investments. The required analysis depends on the investment structure and supporting tax information.
Do you provide tax planning for business exits and concentrated stock positions?
Yes. We advise on the tax considerations of significant equity transactions, founder liquidity events, concentrated securities positions, and business exits. Depending on the circumstances, planning may involve QSBS, earnouts, installment sales, hedging arrangements, or other transaction-specific rules.
Can you help with international investments and foreign tax reporting?
We assist with U.S. tax considerations involving foreign investments, accounts, income, and ownership structures. Matters may include foreign tax credits, international inclusions, partnership reporting, and applicable information returns. The engagement scope is determined by the specific facts and reporting requirements.
Do you provide multi-state tax planning?
Yes. We assist with state tax considerations involving residency changes, income sourced to multiple jurisdictions, investment income, business ownership, and applicable state filing obligations.
Can Camuso CPA coordinate with my investment adviser or attorney?
Yes. We coordinate tax matters with investment advisers, business attorneys, and other professional advisers where appropriate. Our role is to provide accounting and tax expertise within the scope of the engagement.
Can you help correct historical tax reporting problems?
Yes. We review prior filings, identify reporting deficiencies, evaluate available supporting records, and determine whether amended or delinquent returns are appropriate. Matters may involve missing investment basis, incomplete partnership reporting, incorrectly classified transactions, or IRS notices.
When should a high-net-worth individual engage a private client CPA?
Ideally before a significant investment disposition, equity compensation event, business transaction, residency change, or other material taxable event. Early analysis provides more opportunity to evaluate available planning alternatives and address reporting requirements.