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Specialty Tax & Financial Advisory

Specialty Tax & Financial AdvisorySpecialty Tax & Financial AdvisorySpecialty Tax & Financial Advisory

Serving CPAs, Real Estate Investors, & Community Banks

Creating Value Through Specialized Expertise

Highland Advisors Group is built upon a unique combination of "Big Four" specialty tax experience and executive leadership within a multi-billion-dollar community bank. While our practice spans specialty tax and financial advisory, both are rooted in a common philosophy:  delivering technically sound analyses and practical solutions derived from analytical rigor, technical excellence, practical business judgment, and specialized expertise. 


For CPAs & Real Estate Investors:


  •  We provide specialized tax advisory services - including Cost Segregation, Fixed Asset Advisory, and R&D Tax Credits - to help clients reduce tax liabilities, improve cash flow, and strengthen financial performance. 


For Banks:


  •  We provide specialized financial advisory services that help community banks manage commercial real estate risk, optimize capital deployment, and strengthen strategic decision-making. 







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