Willow Wealth x Agent | The tax strategy firm for modern wealth

Willow Wealth investors receive up to 10 Willow Wealth K-1s processed at no cost.

AGENT x WILLOW WEALTH

Full-service tax for Willow Wealth clients

Willow Wealth investors receive up to 10 Willow Wealth K-1s processed by Agent at no additional cost

Agent is a modern tax firm purpose-built for high-earners like Willow Wealth investors, combining expert CPAs, tax attorneys, and proprietary technology to deliver precise filings, proactive optimization, and always-on advisory.

Book your 30 minute introductory call to get started:

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Trusted by more than 500 clients from industry-leading firms

Book an intro call with Agent to receive up to 10 Willow Wealth K-1s processed at no additional cost

Tailored to your financial position.

Optimized to perfection.
Filed with precision.

It’s your tax game, leveled up to its full potential.

Proactive tax advisors.

At your service.

As an Agent member, you’ll be paired with a dedicated tax advisor devoted to optimizing your entire financial picture.

Making a big financial decision? Planning for your family’s future? Your Agent advisor is always on call to help you navigate every tax challenge ahead.

Level up your tax game with expertise across every facet of modern wealth.

With unrivaled experience serving founders, venture capital, private equity, and hedge fund investors, Agent’s accountants skillfully navigate the most complex and advantageous areas of the tax code.

Providing you with bespoke analyses and creative strategies tailored to your unique financial position, your dedicated accountant will ensure you’re seizing every tax advantage available to you.

Your Agent
Tax Team

Bringing together our tax expertise and experience serving clients with $1M to $500M+ net worths, our team is dedicated to improving the entire tax process.