Proactive Tax Planning for the Clients You Advise.
Scriba delivers planning, filing, and year-round tax advisory that coordinates with the plan you've already built — from a firm whose focus is tax rather than assets.
Why leading RIAs and wealth managers partner with Scriba
Your clients want a CPA who answers in July and doesn't bill for the call. That's the firm Scriba was built to be.
A Shared Client Base
Ultra-high-net-worth families, corporate executives, business owners, and fund managers, with the complexity that follows: public equities, private investments and K-1s, carried interest, real estate, crypto, multi-state residency, and trusts and estates.
Complementary Services
Tax is Scriba's core focus and asset management is yours. The client relationship, and the plan behind it, remains entirely yours.
Proactive Advisory, Year-Round
Roth conversions, loss harvesting, charitable timing, concentrated positions, wealth transfer. Scriba works the tax side of the plan year-round rather than only at filing, at one upfront price.
Big 4 Expertise, Boutique Feel
Our personal tax lead comes from Deloitte's Private Wealth Tax Practice and serves as President of the NYSSCPA Westchester Chapter, with team depth in trusts, estates, gift, private foundations, and tax controversy.
I was shocked to learn how much I'd been overpaying in taxes. Scriba identified numerous savings opportunities I'd been missing out on. Their expertise has literally paid for itself many times over.
Become a Scriba Partner
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