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Tax & Accounting

40+ years of tax and accounting experience

Our tax and accounting professionals boast more than 40 years of combined industry experience with high net worth families, corporations and philanthropic foundations. Tax and accounting services are available to anyone—not merely clients of our investment advisory services.

Tax services

Insight, expertise, and support to help you prosper

Our experts are adept at navigating a wide range of tax and accounting avenues, from tax preparation to trust services.

  • Tax prep services
  • Estate planning services
  • Seamless integration with Narwhal clients
  • Services available to clients and non-clients
  • 40 years of combined industry experience

Let’s start the conversation.

At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.