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MILDRID ESUA, CPA, PLLCMILDRID ESUA, CPA, PLLC
MILDRID ESUA, CPA, PLLCMILDRID ESUA, CPA, PLLC
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      • Tax-Planning
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      • bankruptcy
      • Back Taxes Owed
      • payroll tax problems
      • Tax Audit
      • Tax Lien
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      • Offer In Compromise
      • Wage Garnishment
      • Seizures
    • Small Business Accounting
      • Business Start-Up
      • Late S Corp Election
      • Bank Financing
      • Virtual CFO Services
      • Bookkeeping
      • Self-Employed
      • 1099-Form
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      • Compliance Audits
      • Single-Audit
      • Agreed-Upon Procedures (AUP)
    • Small Business Advisory
      • Management Advisory
      • COVID-19
      • Cash Flow Management
  • About us
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High Net Worth

Top Greensboro CPA Firm · Best Rated Accountants in Greensboro NC

The world can be an exceedingly complicated place when significant wealth is involved. Navigating intricate tax and asset-protection strategies. Developing financial, estate, and philanthropic-giving plans. Coordinating the activities of your professional advisors. Even finding help with the mundane everyday aspects of life—to simplify and free up time for family and personal interests.

The responsibilities of being High Net Worth are often complex, time-consuming, and sometimes downright overwhelming. It’s difficult to go it alone.

That’s where we come in.

We assist some of the region’s most prominent High Net Worth professionals, company executives, business owners, affluent families, and family offices, estates, and trusts in managing, preserving, and transitioning wealth.

A Personalized and Integrated Approach

We can prepare your annual tax returns and financial statements, but our affluent clients generally require more. As your High Net Worth personal advisors, we offer an integrated, holistic approach to managing your wealth throughout the year. One that is specifically tailored to reflect your hopes and circumstances, and the things that matter to you.

We merge traditional financial, tax and wealth planning services with the strategic and advisory services that establish where you want to go and how to get you there. We work collaboratively with your existing investment advisors and other professionals. And should you have a need for additional outside resources, we work closely with some of the region’s best attorneys, bankers and investment advisors.

An Independent Perspective
To ensure that we exercise independent judgment and always operate only in your best interests, we never sell products, recommend specific investments, or accept commissions

Corporate Executive Services

Our team understands that entrepreneurial executives need help reaching their estate, gift and philanthropic goals, which is why we provide the following services:

Business succession planning

Stock diversification planning and compensation planning

Stock option training for executives and their employees

Outsourced accounting and bookkeeping services

Understanding and planning with AMT

International Tax Services

Whether you’re an individual who has a foreign source of income, who has employees working outside their “home” country or who is planning to work/reside outside of the U.S., we can help alleviate your tax concern

Individual, Estate and Trust Services

In addition to our corporate tax experts, Mildrid Esua has an experienced group of professionals who specialize in individual, estate and trust services including:

Income tax planning and preparation (e.g., federal and state returns)

Charitable tax planning

Estate, gift and trust tax planning and return preparation

Generation-skipping transfer (GST) tax planning

Charitable remainder trust (CRT) planning

Planning for stock options and restricted stock units (RSUs)

Planning for alternative minimum tax (AMT)

Coordinating with other trusted advisors (e.g., attorneys, insurance consultants, etc.)

You Talk, We listen

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Audit

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Proudly Serving North Carolina

SouthPark Towers
6000 Fairview Road, Ste 1200
Charlotte, NC 28210
T :704 800 3040

Green Valley
Green Valley Rd Suite 200
Greensboro NC 27408
T (336) 825 7994

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© 2022 · Mildrid Esua, CPA

  • Home
  • Industries
    • Government
    • Government Contractors
    • Charter Schools
    • Enterpreneure
    • Healthcare
    • Tax, Assurance A/E Firm
    • Nonprofit
    • Real Estate CPA
    • Construction CPA
    • Cryptocurrency CPA
  • Services
    • Tax Advisory Services
      • Small Business tax CPA
      • High Net Worth
      • Tax-Planning
      • Nonprofit Tax
      • International Tax
    • IRS Tax Problems
      • Unfiled Tax
      • bankruptcy
      • Back Taxes Owed
      • payroll tax problems
      • Tax Audit
      • Tax Lien
      • Tax Representation
      • Offer In Compromise
      • Wage Garnishment
      • Seizures
    • Small Business Accounting
      • Business Start-Up
      • Late S Corp Election
      • Bank Financing
      • Virtual CFO Services
      • Bookkeeping
      • Self-Employed
      • 1099-Form
      • Payroll
    • Audits
      • Compliance Audits
      • Single-Audit
      • Agreed-Upon Procedures (AUP)
    • Small Business Advisory
      • Management Advisory
      • COVID-19
      • Cash Flow Management
  • About us
    • About us
    • Why-Mildrid Esua, CPA
    • Free Consultation
  • Client Support
    • Client Portal
    • Fee Info (transparency)
    • PAY MY BILL
    • Privacy Policy
    • Terms & Conditions for Professional Services
  • Careers
    • Current Opportunities
    • Internships