Working with Magnolia Group you can expect:

Tax Expertise


The founders have over 30 years combined experience and are skilled in navigating the financial complexities facing high net worth individuals. In addition to providing accurate and strategic tax planning, we work closely with your team of professional advisors, from estate attorneys to financial advisors.



Discussing the ramifications of tax laws or the intricacies of equity compensation can involve a lot of complex jargon and technical detail. Whether we’re advising you about stock options or describing allocations of community and separate property during a marital dissolution, we’ll help you understand- and act on- the story behind the numbers.


Focused Attention

Your account will be personally handled by one of our founders. Working with a boutique firm means you’ll never have to reintroduce yourself. You’ll have access to professional CPAs who are deeply familiar with your needs and vested in your financial success.

Contact us today to discuss your personal and business financial needs.