St. Louis Private and Personal Accountants

The Tom Dunn CPA Firm understands the importance of private and personal accountants for individuals and families in St. Louis.

We provide personal and customized tax and accounting services for all individuals and families regardless of income or wealth, high net worth individuals, affluent investors, wealthy families, closely held businesses, family trusts, and entrepreneurs.

The Tom Dunn CPA Firm will relieve you of your concerns and stress, working directly with a personal accountant to help you oversee and manage all of your financial, tax, and day to day accounting while working collaboratively with your legal, banking, investment, and insurance advisors to provide you optimal results.

tom dunn meeting with male client

Our comprehensive suite of family accounting services and office tax include

  • Complete tax planning and guidance
  • Full suite of accounting services
  • Cash flow management & bookkeeping
  • Family office best business practices
  • Succession planning
  • Estate, gift, and trust planning
  • Asset management planning
  • Estate and financial planning
  • Client education and family meetings
  • Philanthropy planning
  • Risk management reviews
  • Tax domicile planning

Many of our new clients come to us looking for advice and solutions for their current issues; we have over 260 combined years of expert experience solving complex accounting, business and tax issues.

Schedule a no-cost consultation with a private and personal accountant today, so we can help you quickly get back on track.