Fractional Tax Leadership
for families, founders, and foundations in Florida and North Carolina
Navigating Headwinds, Harnessing Tailwinds. Because it’s never just a tax return.
Our Services
EJO Tax & Consulting provides fractional tax leadership for multi-generational families navigating complex wealth.
Delivering expertise without the overhead of a permanent Tax Director.
Fractional Tax Director for Plug-and-Play Support
EJO integrates seamlessly into your existing single-family office structure, offering flexible, composable tax leadership without disruption. Ideal for SFOs not ready to hire a full-time director but requiring senior-level expertise.
Strategic Tax Planning Across Generations
EJO provides strategic planning that anticipates growth and succession, protects legacy, and optimizes tax outcomes. Every decision is intentional—because it’s never just a tax return.
Tax Compliance for Single-Family Offices
EJO offers accurate, streamlined compliance processes tailored to multi-entity, multi-generational structures. Designed for accuracy, continuity, and complete peace of mind.
Discreet Tax Advisor for High-Net-Worth Families
Key services include:
Tax preparation and projections
Family-to-family or entity-to-entity coordination
Multi-generational wealth tax planning
Advisory for advisors (attorneys, wealth managers, trustees)
Meet Eric
Eric J. Oftedal, CPA (FL & NC), founded EJO Tax & Consulting to give family offices and emerging wealth stewards access to senior-level tax expertise in a flexible, right-sized model. His primary goal is to help clients make intentional decisions with lasting impact…because it’s never just a tax return.
With experience spanning public corporate accounting, private industry, and a decade embedded in a multi-generational single-family office, Eric is known for his rare balance of analytical rigor, calm judgment, and innovative problem-solving.
Why choose Eric J. Oftedal for your CPA and Tax Director needs?
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20+ years embedded in a single-family office environment.
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Built for families, not for the mass market.
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Fractional, scalable, and tailored to your structure.
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Efficient, dependable workflows that reduce noise and increase clarity.
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Planning that anticipates transitions, growth, and legacy.
Navigating Headwinds, Harnessing Tailwinds
What is the EJO Approach for strategic tax planning?
We always recognize a headwind, but rarely appreciate a tailwind.
This idea frames the EJO approach:
Identify challenges (headwinds).
Optimize advantages (tailwinds).
EJO’s approach begins with understanding complexity: identifying risks, friction points, and structural challenges that require experienced judgment. Just as importantly, engage the wheels already in motion, ensuring framework and objectives are thoughtfully aligned.
The Problem
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Senior-level tax professionals command high compensation, long-term commitments, and overhead that may exceed the actual scope of need—especially for lean or evolving family offices.
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Traditional firms often rotate staff, prioritize volume, and operate on a transactional model—creating gaps in institutional knowledge and missing the long-view required for multi-generational wealth.
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Family offices face layered entities, generational transitions, philanthropic structures, and sensitive dynamics that cannot be managed effectively through templated solutions or junior oversight.
The Solution
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Eric provides experienced tax leadership on a fractional basis—delivering the insight of a seasoned tax director without the burden of a full-time hire.
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With years spent inside a single-family office environment, Eric understands the importance of continuity, trust, and quiet execution. He operates as a long-term partner, not an external vendor.
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EJO Tax bridges the gap between strategy and execution—ensuring decisions are not only thoughtful, but properly implemented and sustained over time.
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Eric works with a limited number of families and organizations, allowing for focused attention, deep familiarity, and a service model built around stewardship rather than volume.
The Result
Clearer vision. Reduced risk. Trusted leadership. Less noise.
Because it’s never just a tax return.
Additional Services
Beyond multi-generational families, Eric partners with those charting new paths by providing the same steady, meticulous guidance that defines EJO.
First-generation wealth builders & growing small businesses
Practical, rigorous tax and compliance support tailored to entrepreneurs navigating rapid growth—bringing structure, clarity, and intentional planning to emerging wealth.
Nonprofit foundations & charitable entities
Stewardship-focused compliance, reporting, and advisory services that honor mission, maintain transparency, and protect the integrity of philanthropic work.