Austin Metzger, CPA

Tax Lead Advisor | Newport Beach | 949.844.6166

How do I help clients live a richer life?
After years of working in tax planning and compliance with a focus in high-net-worth individuals, business, trust, gift, and estate taxation, I believe that collaborative tax and financial planning is the best approach to help maximize the value we provide to our clients. By having a client’s holistic financial picture, it provides the opportunity to be proactive and strategic in tax planning and bring peace of mind to our clients when it comes to their tax needs. I enjoy being able to build long-lasting relationships with clients and providing them with more time to focus on their passions and what’s important to them in their life.

How do I align my time and money with my values and passions to Live a Richer Life?
By aligning my time and money with my passions and values, I invest in the experiences and activities that truly matter to me, fostering personal growth and supporting my overall wellbeing. By allocating my resources to passions such as quality time with friends and family, golfing, traveling, or exercising, I feel I am living a richer and more fulfilling life.