Sam's List Community: 7 Most Reviewed Finance Pros for HENRYs, Q4 2026

Sam's List Community: 7 Most Reviewed Finance Pros for HENRYs, Q4 2026

HENRYs is a specialty label that firms list on their Sam's List profiles, short for "High Earners, Not Rich Yet". This list starts with what clients wrote, not what firms say about themselves. Below are the 7 most reviewed finance pros for HENRYs among the 94 firms in the Sam's List community: three accountants, three fractional CFOs and one financial advisor.

This Q4 2026 edition ranks them by total reviews as of October 8, 2026. Every firm named is a vetted member of the Sam's List directory. A place on the list is free and unaffected by any payment to Sam's List; How we picked, at the end, has the full rules.

The 7 most reviewed finance pros for HENRYs at a glance

Rank	Firm	Type	Rating	Reviews	Serves
1	Ottit	Accountant	5.0	24	California
2	Doug Johnson CPA	Fractional CFO	5.0	15	California
3	Steady Co	Fractional CFO	5.0	15	Utah
4	Zhubrak Clark and Wasser CPAs and Advisors	Fractional CFO	5.0	11	New York
5	Blackbird Tax Services	Accountant	5.0	8	Massachusetts
6	Russell Monteith CPA PLLC	Accountant	5.0	7	New York
7	Anthony Syracuse, CFP®	Financial Advisor	5.0	5	Arizona

Ratings and review counts are as shown on each firm's Sam's List profile on October 8, 2026. Each review is submitted by an individual who identifies as a client of the firm, and reviews reflect those individual experiences; they are not an endorsement by Sam's List. No firm paid to be considered for or included in this list. Ratings and rankings are not indicative of future performance or results.

Sam's List compiled this list; no regulator reviewed or approved it. It ranks advisors only by the number of client reviews on Sam's List as of October 8, 2026, and it says nothing about investment performance. Before hiring an advisor, check their registration and any disciplinary history at adviserinfo.sec.gov or brokercheck.finra.org.

The list

Each entry sticks to what the firm's Sam's List profile showed on October 8, 2026: the specialties it names, its tagline, the state it serves, its rating and review count, and one featured review. Specialties are the firms' own claims, and a review count tells you how many reviews clients wrote, not how good the work is. Open a profile to read its reviews before you book a call.

1. Ottit

Ottit is listed as an accountant. Its profile names HENRYs, High Net Worth Individuals and SMB Owners among its specialties and says it serves California. Its tagline describes full suite bookkeeping for fast-growth e-commerce, SaaS and small and medium-sized business companies. It has a 5.0 rating across 24 reviews, the most on this list.

Cooper H. wrote: "Ottit was the first team I worked with that actually understood e-commerce and I don’t think I could work with anyone else from here on out. My previous bookkeepers were mostly freelancers from Fiverr and Upwork and the…" Check that the firm's focus on business clients fits your own situation.

See Ottit on Sam's List

2. Doug Johnson CPA

Doug Johnson CPA is listed as a fractional CFO firm. Its profile names Equity Compensation, Growing Companies and HENRYs among its specialties and says it serves California. Its tagline points to growing businesses and to high earners with equity compensation. It has a 5.0 rating across 15 reviews, tied with Steady Co and placed ahead of it by name.

Wilson R. wrote: "My partner and I own a golf simulator business in NYC, and as we started to scale this year and think about opening a second location, we realized we needed a new firm that had experience working with growing businesses.…" That is one client's account, so ask the firm about work like yours.

See Doug Johnson CPA on Sam's List

3. Steady Co

Steady Co is listed as a fractional CFO firm. Its profile names Cryptocurrency Investors, HENRYs and High Net Worth Individuals among its specialties and says it serves Utah. Its tagline pitches bookkeeping, accounting, tax, payroll and advisory work to small and medium-sized businesses. It has a 5.0 rating across 15 reviews.

Neil S. wrote: "It started with just one company and then grew to more as they showed the ability to handle the books, financial questions, and proactive guidance." The tagline is aimed at businesses, so an individual high earner should ask how much personal work the firm takes on.

See Steady Co on Sam's List

4. Zhubrak Clark and Wasser CPAs and Advisors

Zhubrak Clark and Wasser CPAs and Advisors is listed as a fractional CFO firm. Its profile names Growing Companies, HENRYs and High Net Worth Individuals among its specialties and says it serves New York. Its tagline names real estate GPs, growing commercial businesses and solopreneurs. It has a 5.0 rating across 11 reviews.

Dani K. wrote: "Our experience was excellent from start to finish. The team consistently delivered accurate and timely reports, communicated proactively, and demonstrated a strong understanding of complex real estate accounting and repo…" Eleven reviews is a modest sample, so ask which clients the firm works with most.

See Zhubrak Clark and Wasser CPAs and Advisors on Sam's List

5. Blackbird Tax Services

Blackbird Tax Services is listed as an accountant. Its profile names Cryptocurrency Investors, Digital Nomads and HENRYs among its specialties and says it serves Massachusetts. Its tagline calls it a responsive tax firm that is here for you, no matter how big or small. It has a 5.0 rating across 8 reviews.

Rose D. wrote: "Excellent. I would definitely recommend them. They were knowledgeable and very patient with all of the questions I had. They were also very thorough and I felt immediately that I was in good hands." Eight reviews is a small sample, and a listed specialty is the firm's own claim.

See Blackbird Tax Services on Sam's List

6. Russell Monteith CPA PLLC

Russell Monteith CPA PLLC is listed as an accountant. Its profile names Digital Nomads, HENRYs and High Net Worth Individuals among its specialties and says it serves New York. Its tagline describes tax compliance and planning for individuals and small businesses. It has a 5.0 rating across 7 reviews.

James W. wrote: "Russell has been reliable, organized, and incredibly helpful for complex individual tax prep challenges. He remediated my years of overcontributions to a Roth IRA account to prevent later penalties. This was a complex pr…" Seven reviews is a small sample, so ask whether the firm has handled a case like yours.

See Russell Monteith CPA PLLC on Sam's List

7. Anthony Syracuse, CFP®

Anthony Syracuse, CFP® is listed as a financial advisor, the only one on this list. The profile names Equity Compensation, HENRY (High Earners Not Rich Yet) and High Net Worth Individuals among its specialties and lists Arizona as the state served. Its tagline is aimed at tech pros, creatives and business owners. It has a 5.0 rating across 5 reviews.

Mohul K. wrote: "Personalized approach. Comfortable and approachable working relationship. Responsive and timely." That is one client's experience. This list ranks by review count only, not investment performance, so check registration and disciplinary history before hiring.

See Anthony Syracuse, CFP® on Sam's List

Worked with one of these firms?

Reviews are what this list is ranked on, and each one gives the next high earner more to go on than a firm's own website. If you have worked with one of these firms, you can leave a review on Sam's List.

Frequently Asked Questions

What should you ask an accountant for HENRYs before hiring one?

Start with fit. Ask how many clients in your position the firm works with now, who will prepare and review your work, and what records it needs from you. Ask which of your tax situations it handles, such as equity compensation or a side business. For a financial advisor, also check registration and any disciplinary history at adviserinfo.sec.gov or brokercheck.finra.org.

Where can high earners find tax help in the Sam's List community?

Browse accountants, fractional CFOs and financial advisors on Sam's List, then read each profile's reviews. This list covers firms in the Sam's List community that name HENRYs as a specialty. Specialties are the firms' own claims, so confirm credentials and fit with each firm yourself.

How often is this list updated?

Each quarter. This edition uses ratings and review counts as shown on October 8, 2026. Each refresh uses new counts, so firms can move up or down or drop off, and a firm that adds HENRYs as a specialty can join if it meets the thresholds.

Can firms pay to be included?

No. Listing on Sam's List is free, and so is a place on this list, which is ranked only by reviews. Some firms pay to be featured elsewhere on Sam's List; that has no effect on who appears here or in what order.

How we picked the most reviewed finance pros for HENRYs

The pool. These lists rank only the 94 firms in the Sam's List community, and every firm named is a vetted Sam's List member. Sam's List also lists firms outside the community, which these lists do not rank, so this is not a survey of every firm that works with HENRYs.

Who qualified. A firm needed a profile naming HENRYs as a specialty, a rating of at least 4.0 and at least 2 reviews. Profiles spell the label slightly differently, such as HENRY (High Earners Not Rich Yet). Nine firms qualified.

The order. Firms are ranked by total reviews, then rating, then name. A list runs 10, 7 or 5 firms and is never padded, so this edition shows the first seven. The last place was decided by a tie: two qualifying firms showed 5 reviews, one was listed, and the tie was decided by name, in alphabetical order. Ratings and review counts are as each profile showed them on October 8, 2026, and they change. Counts include every review each profile showed on October 8, 2026, whenever it was posted. The Serves column is the state each profile lists; it does not tell you where else a firm takes clients.

What a review count means. It tells you how many reviews clients wrote, not how many clients a firm has. It does not measure technical quality or fit, and it says nothing about investment performance. A firm with 5 reviews is not automatically worse than one with 24, and specialties are the firms' own claims, so confirm credentials and fit yourself.

Payment. Listing on Sam's List is free, and so is a place on this list. Doug Johnson CPA also pays to be featured elsewhere on Sam's List; that has no bearing on this list. For more on reviews, read the Sam's List reviews disclosure.

To compare more firms, browse accountants, fractional CFOs and financial advisors on Sam's List.

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About the author: Kimberly Green is cofounder of Sam’s List, a directory and matching platform for financial professionals.