Mistretta Private Advisory, CPAs, PC is a California-rooted CPA firm serving individuals, families, business owners, and organizations nationwide. Designed as a boutique practice, the firm works with clients facing complex tax, business, and financial decisions, including closely held businesses, real estate investors, professionals, executives, and multi-generational families.

Its services combine tax compliance and reporting with proactive tax planning and strategic advisory. The firm assists with individual and business tax strategy, entity and transaction planning, liquidity events, real estate tax considerations, and multi-year planning. It also provides family enterprise advisory, trust and estate coordination, wealth transfer guidance, and multi-generational planning.

Mistretta Private Advisory emphasizes a coordinated, long-term approach rather than treating tax filings or major decisions in isolation. It considers how tax, business, family, liquidity, and planning factors connect, and can coordinate with clients’ other trusted advisors. Ongoing advisory relationships are intended to provide continuity as circumstances change and new decisions arise.