Introducing Gatewood Tax & Accounting: Services for Life's Key Moments

At Gatewood, we believe wealth is more than numbers—it’s about building a life and legacy with purpose. As part of our mission to guide you through life’s key moments with clarity and confidence, we are excited to announce the launch of Gatewood Tax & Accounting.

This new division expands our integrated planning team to offer tax preparation, accounting, and CFO services for both personal wealth clients and business leaders. By aligning these services directly with your broader financial plan, you gain a streamlined, relationship-first approach where your priorities remain the priority.

Why Gatewood is Expanding into Tax & Accounting

For years, we have brought our clients confidence and purpose to their financial strategies. But managing wealth well requires more than investment and estate planning—it requires a thoughtful, proactive approach to taxes and financial reporting.

By expanding into tax and accounting services, we’re closing the gap between planning and execution:

• Individual and family clients can now integrate tax preparation into their wealth plans. They benefit from one team coordinating across investments, tax, and financial planning.
• Business clients can access proactive, strategic accounting and CFO-level guidance without needing separate advisors. And importantly, business owners benefit from higher integration in their own personal planning—linking business and family priorities together.

This integration reflects our vision of providing enduring care and creating the confidence that comes from having a holistic financial plan.

This integration reflects our vision of providing enduring care and creating the confidence that comes from having a holistic financial plan .

Personal Wealth: Tax Preparation with Purpose

Managing your wealth well means managing your taxes proactively—not just at filing season, but year-round.

Gatewood Tax Preparation is:

• Simplified and Organized — preparing and filing your returns with care.
• Connected to Planning — aligning your tax picture with investments, estate planning, and cash flow.
• Efficient and Forward-Looking — identifying opportunities for long-term tax efficiency.
• Informed by Change — helping you stay current with evolving tax laws.

We view tax preparation as more than compliance. It’s about giving purpose to your wealth and clarity for the future.

Learn more on our new Tax Preparation page.

Business Clients: Accounting & CFO Services That Support Growth

As your business grows, so does the complexity of financial decision-making. Gatewood Tax & Accounting helps you navigate this with:

CFO Services

Strategic insight into forecasting, cash flow, KPIs, capital structure, and transactions — without the cost of a full-time CFO.

Accounting Services

Reliable, day-to-day support including bookkeeping, payroll, compliance, and reporting — all integrated with your broader financial picture.

Business Tax Preparation

Compliance paired with strategy, ensuring your tax approach aligns with your operations and long-term business goals.

Explore all of our Business Strategy Solutions, including these new services.

The Gatewood Difference: An Integrated Planning Team

Adding Tax & Accounting deepens the expertise of our integrated planning team. With your dedicated advisors, tax professionals, and accounting specialists working in concert, you experience:

• One coordinated strategy — across wealth, taxes, and business.
• Decisions aligned with your purpose — not siloed financial moves.
• Confidence for life’s key moments — supported by enduring care.

As our mission states: we share our expertise with families as they build enduring wealth with purpose—equipping them with confidence for all of life’s key moments.

What’s Next

This is more than a new service line—it’s a continuation of Gatewood’s vision. Our expansion reflects our commitment to process over product, purpose over numbers, and relationships over transactions.

We invite you to connect with our team and explore how these services can help you simplify complexity, pursue efficiency, and give clarity to your financial journey.