Traditional Accounting. Innovative Solutions.
At Windsor CPA Tax & Advisory Group, expecting the exceptional is not just a promise - it’s our practice.
We blend three generations of trusted accounting expertise with forward-thinking technology and proactive tax strategy, to deliver an experience that’s precise, personal, and powerful.
From multi-state filings to corporate employee ISOs & RSUs, partner K-1s, professional athlete multi-state returns and complex real estate portfolios, we specialize in white-glove tax preparation and planning for high-performing professionals nationwide - without the high-rise price tag.
Our clients value clarity, discretion, and results. We value their trust.
And we earn it with every return, every plan, and every conversation.
Expect the Exceptional.
Big-City Expertise. Small-Town Attention.
Welcome to Windsor
Your financial life isn’t cookie-cutter and neither is our approach.
We offer specialized services in individual tax preparation, business and trust returns, proactive tax planning, and Profit First consulting. Our comprehensive approach ensures every part of your financial picture is considered—so you can minimize taxes and maximize long-term success.
We specialize in complexity. That means we’re well-versed in:
Multi-state income and residency
RSUs, ISOs, and other equity compensation
K-1s and investment partnerships
Schedule E rental properties
Business owner returns and real estate professionals
Professional athletes, multi-state returns and tax planning
Strategic tax planning for executives, consultants, retirees and founders
Ready to elevate your tax strategy?
We invite you to schedule a complimentary tax return review today and discover what it means to expect the exceptional.
We specialize in complexity.
Our Services
At Windsor CPA Tax & Advisory Group, we don’t just file returns, we provide high-touch, high-accuracy tax solutions designed to support growth, compliance, and long-term financial health.
Whether you're a corporate executive, business owner, trustee, or newly retired grandparent, we bring clarity and strategy to every return.
We invite you to explore some of our services below:
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Ready to look at your taxes from a different perspective? We are!
At Windsor CPA, we take a proactive, year-round approach to personal tax planning—so when filing season comes, there are no surprises.
We combine decades of experience with advanced planning tools and projection strategies to ensure your return is accurate, timely, and optimized for every deduction and credit available. Whether you’re managing the tax complexities of RSUs, real estate investments, or multi-state income, we see the full picture and plan accordingly.
Every individual client receives an annual tax strategy session—because your return is just the report card for the work we do all year long.
We answer the phone. We file on time. And we’re here for you, year-round—because your financial success is our top priority.
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Smart structure. Strategic support.
Our tax planning and advisory services help businesses and trusts navigate complex tax laws with clarity and confidence. We don’t believe in one-size-fits-all solutions. Instead, we analyze your unique entity structure and provide tailored strategies that reduce liabilities and maximize financial efficiency.
For business owners, we incorporate powerful tax-saving strategies such as:
S-Corp elections to minimize self-employment taxes
Home office deductions that align with IRS standards
Hiring family members to legally shift income into lower tax brackets
Retirement plan contributions like Solo 401(k)s and SEP-IRAs to build wealth while reducing taxable income
From entity-level planning to compliance and projections, we help you make informed decisions that support long-term growth and peace of mind.
And we keep communication at the center of it all—so you stay informed, empowered, and confident every step of the way.
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Build it right from the start!
Whether you’re launching a new business, pivoting to self-employment, or optimizing an existing operation, our advisory services help you make tax-smart decisions that support long-term success.
We serve as your strategic partner—offering guidance on structure, systems, and financial visibility so you can grow with clarity and confidence.
Our start-up and advisory support includes:
Entity selection and S-Corp evaluations
Profit First consulting for intentional cash flow management
Home office setup and deduction strategy
Guidance on hiring family members legally and strategically
Retirement plan selection and contributions
Quarterly tax planning, projections, and compliance support
Education on business deductions, reimbursements, and accountable plans
Bookkeeping services with clean, categorized financials you can trust
Payroll setup and management, including compliance for owner-employees and family staff
You don’t have to figure it all out on your own—and you shouldn’t.
From your first client to your first $500K, we help you lay a solid financial foundation and make smart moves every step of the way.
Tailored Solutions. Transparent Pricing.
We work with clients whose returns and needs are complex—but their expectations are simple: they want exceptional service, smart strategy, and total peace of mind.
We believe in pricing that reflects the value we deliver—while offering clarity up front.
All returns are quoted ahead of time; no surprise billing.
Our starting fees are listed below:
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Annual Return & Annual Strategy Session
Starting at $500
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Annual Tax Return & Tax Strategy Session
Starting at $500
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Tiered based on income level.
Starting at $500/month
A Firm Built for Busy People.
Tax Experts. Anywhere You Are.
Windsor CPA was built with today’s high-achieving professionals in mind - people whose work, investments, and lives often span multiple states, time zones, and financial structures.
That’s why we operate as a fully virtual firm - combining decades of tax expertise with secure digital systems and responsive, high-touch support. Our virtual model allows us to serve clients across the U.S. with precision, flexibility, and consistency.
Whether you’re in Manhattan, Miami, or vacationing in the South of France, you deserve a responsive, knowledgeable CPA who understands your entire “tax picture” without charging for a fancy zip code.
When you work with us, you can expect:
Secure, encrypted document uploads via our client portal
Virtual strategy sessions scheduled at your convenience
Streamlined e-signatures for all tax documents
Proactive communication and year-round availability
Consistent access to a dedicated, knowledgeable team
No office visits. No outdated processes. No last-minute chaos.
Instead, you get a streamlined experience that respects your time, aligns with your schedule, and supports your goals—with the same professionalism and care you’d expect from a top-tier advisory firm.
Every Great Story Starts Somewhere.
Ours started here.
Real clients. Real Results.
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“My last accountant was always hard to reach, which was frustrating, but then last year he hired a new preparer and they missed an my child tax credit, and we had to amend the returns. I'm relieved that we finally switched to Windsor.”
George B.
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“I’ve moved states, changed jobs, and started a business in the last two years. My team asked smart questions, flagged the issues I would’ve missed, and handled everything. Thank you!”
Callie C.
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“I used to dread doing my taxes, because I was really never sure I was doing them right. Since hiring Katherine, I feel like everything is so much more clear. I know what to expect, what they'll need for my taxes, when I need to call them, etc ... I highly recommend."
Tim F.
Ready to Strategize?
If you’re excited about the idea of taxing differently, we’d love the opportunity to learn more about your story—and how we can support it.
To get started, just complete the contact form on this page. We’ll be in touch to schedule your complimentary strategy call and walk you through next steps.