CHN Advisors is a comprehensive financial services firm specializing in tax, estate, and wealth management solutions, led by a former PwC Director with over two decades of experience. The firm stands out as a Certified Main Street Tax and Estate Advisor, offering an integrated approach that combines tax planning, asset protection, and wealth building strategies tailored to help clients structure their own American Dream.
The practice is built on core values of professionalism, responsiveness, and quality, providing personalized guidance to both individuals and businesses. Their expert team includes CPAs, tax strategists, estate attorneys, and financial advisors who focus on proactive, year-round strategies for tax mitigation, risk mitigation, and long-term wealth preservation, with a special emphasis on real estate investing as a vehicle for financial growth.
Services Offered
- Tax Planning
- Estate Planning
- Wealth Management
- Tax Preparation
- IRS Problem Resolution
- Asset Protection
- Real Estate Investment Guidance
- Business Consultations
- Capital Raising
- Accounting & Bookkeeping
- Bookkeeping Coaching
- Estate Planning Attorney Services
- Life Insurance Services
- Retirement Savings Options
- Business Valuation Services
- Support with Establishing Revocable Living Trusts
- Credit Repairs
- Reasonable Compensation Studies
The firm’s CEO is a member of several professional bodies including the American Institute of CPAs and the Association of Chartered Certified Accountants, reinforcing the team’s expertise and commitment to high standards in serving clients across various financial needs.
