Tax Planning
Max Pollack, CPA
Max leads tax planning for Bonfire clients through Southeast Tax Advisors (SETA), the affiliated CPA firm he founded and grew from a one-person consultancy into a ten-person team serving high-net-worth individuals and institutional investors.
He brings over 16 years of experience across tax planning, federal and state compliance, complex partnership agreements, international taxation, and investment structuring, and he works alongside Bonfire’s planning team so your tax strategy and financial plan stay one coordinated picture.
Max earned his degree from Metropolitan State University of Denver and is based in Denver, serving clients throughout Colorado and beyond.