Bringing Value Beyond the Forms
CPA to CPA provides Tax & Cost savings and Generates Firm Revenue.
THE CPA CORE
CLIENTS DEPEND ON CPAs IN ALL THESE AREAS
Clients think that if there were tax savings available, we (CPAs) would bring that to their attention. However, we get busy with compliance work, taxes, compilations, audits, bookkeeping, etc., that it’s difficult and time-consuming to research other tax saving opportunities.
CPAs Already Provide These Core Services
CPA to CPA Enhances the Core!
THE CPA CORE
AT THE CORE OF WHAT WE DO IS THE SAME AS WHAT YOU DO.
We are a CPA extension firm. We specialize in extending the CPAs tax and cost expertise in specialized industries. Tax and cost savings in other specialized industries exists, but an analysis of their benefit needs to come from a CPA perspective, not an industry salesman. We look at the entire financial picture to see if there are tax and cost savings from other industries that can accomplish the CPA core objectives.
INSURANCE & HEALTH
Health Insurance • Life Insurance • Worker’s Compensation • Asset Based Care • Long-Term Care • Buy-Sell Agreements • Premium Financing • Insurance Premium Audits • Short-term Disability Policies • Buy-Sell Agreements • Captive Insurance • Property and Casualty Insurance
BUSINESS EXIT STRATEGIES
ESOP • Capital Gain Strategies • Business Evaluation • Succession Planning • Capital Gain Strategies
THE CPA to CPA Difference
No one can tell you the outcome of a completed puzzle by looking at just one piece… Industries and financial planners have individual puzzle pieces.
We have identified additional tax and cost savings from other industries and bring these to your clients, through you, the CPA.