Advanced Tax Strategies Made Simple

About Us 

CPAs are “America’s Most Trusted Advisors”.  Clients trust their CPA to provide tax savings and financial direction.

TRUST

 We are here to serve our fellow CPAs! We do not provide services that are associated with “gray areas”. All tax and cost savings we bring are backed by IRS case studies.  Your client’s trust matters to us too.
As CPAs, we don’t always like to give “our opinion” to clients regarding financial investment decisions, but we don’t mind stating financial facts.

OUR APPROACH

 CPA Look analysis combines various industry practices into one process to flag potential tax and cost savings.  Many of our tax and cost saving strategies that come from this analysis may be outside the typical CPA firm’s expertise but are valuable tools that will financially benefit your client.

Many unique tax savings requires utilizing providers whose reliability could be questionable.  There are bad actors in any industry and it can be difficult to sort out the bad and good ones.

RELATIONSHIPS

CPA to CPA has done the hard work of finding trusted vetted specialists in various industries. Our specialists’ vetting process includes background checks, industry integrity research, and client reviews. Trusted relationships are critical to the process.

Often, CPAs are consumed and overwhelmed with compliance work, tax forms, compilations, reviews, audits, continuing education, and bookkeeping.  Tax season often leaves them drained with little margin to learn new things.

EFFICIENCY

Staying current on additional industries and finding a competent specialist is time-consuming.  CPA to CPA has done all the research for you to utilize.

Financial advisors and other industry providers do not stay in business unless they convince people to buy what they are selling, regardless if it fits or not.

UNBIASED

Our services are provided with an unbiased CPA perspective. We present facts, then you have the information you need to make informed decisions. We serve, not sell.

How often have you asked your CPA the following…” Is there anything else  I can be doing to save taxes?… What          do you think of my investment                                 decisions?”                          Other professionals including financial planners and insurance agents boast of large tax savings, but have they provided all the details AND do they have your best interest in mind?

BEST
INTEREST

Tax savings exist and CPA Look will identify these tax savings and provide a perspective on your financial picture from a CPA perspective.  Through CPA Look, you will see for yourself what is in your best interest and how it impacts your financial outcome.  We believe the facts will speak for themselves.

 


Ken Huffman, CPA and Founder

Ken has been developing CPA Look for several years. Ken started with KPMG Peat Marwick doing audits, then went to a much smaller CPA firm to conducts tax returns of individuals, corporations, partnership, trusts as well as compilations, reviews, and audits.  Now he is passionate about helping CPA firms and their clients save on advanced tax strategies that have saved clients millions of dollars over the years.

 

 

INDUSTRIES SERVED

  • Automotive

  • Banking

  • Business Services

  • Construction

  • Dealerships

  • Education

  • Energy

  • Family Office

  • Food & Beverage

  • Franchise

  • Government

  • Health Care

  • Higher Education

  • Insurance

  • Medical Manufacturing

  • Non-Profit

  • Plastics

  • Private Equity Group

  • Professional Service Firms

  • Real Estate

  • Religious Institutes

  • Retail Industry

  • Technology Companie

  • Wealth Management

  • Plus More

ABOUT US & OUR VALUES

Ken Huffman, CPA and Founder

Ken has been developing CPA Look for several years. Ken started with KPMG Peat Marwick doing audits, then went to a much smaller CPA firm to conducts tax returns of individuals, corporations, partnership, trusts, etc. as well as compilations, reviews, and audits.  Now he is passionate about helping CPA firms and their clients save on the tax and cost strategies that have saved clients millions of dollars over the years.

 

OUR APPROACH & VALUES

Trust

Approach

Relationships

Efficiency

Unbiased

Best Interest

 

TRUST

CPAs are “America’s Most Trusted Advisors”.  Clients trust their CPA to provide tax savings and financial direction.

Trust

We are here to serve you AND our fellow CPAs! We do not provide services that are associated with “gray areas”. All tax and cost savings we bring are backed by IRS case studies.  Your client’s trust matters to us too.

 

OUR APPROACH

As CPAs, we don’t always like to give “our opinion” to clients regarding financial investment decisions, but we don’t mind stating financial facts.

Our Approach

CPA Look analysis combines various industry practices into one process to flag potential tax and cost savings.  Many of our tax and cost saving strategies that come from this analysis may be outside the typical CPA firm’s expertise but are valuable tools that will financially benefit personal and business clients.

 

RELATIONSHIPS

As CPAs, we don’t always like to give “our opinion” to clients regarding financial investment decisions, but we don’t mind stating financial facts.

Our Relationships

We have done the hard work of finding trusted vetted specialists in various industries. Our specialists’ vetting process includes background checks, industry integrity research, and client reviews. Trusted relationships are critical to the process.PA Look analysis combines various industry practices into one process to flag potential tax and cost savings.  Many of our tax and cost saving strategies that come from this analysis may be outside the typical CPA firm’s expertise but are valuable tools that will financially benefit your client.

 

EFFICIENCY

Often, CPAs are consumed and overwhelmed with compliance work, tax forms, compilations, reviews, audits, continuing education, and bookkeeping.  Tax season often leaves them drained with little margin to learn new things.

Our Efficiency

Staying current on additional industries and finding a competent specialist is time-consuming.  We have done all the research for you to utilize through our CPA Look analysis.

 

UNBIASED

Financial advisors and other industry providers do not stay in business unless they convince people to buy what they are selling, regardless if it fits or not..

We are Unbiased

Our services are provided with an unbiased CPA perspective. We present facts, then you have the information you need to make informed decisions. We serve, not sell

 

BEST INTEREST

How often have you asked your CPA the following…” Is there anything else I can be doing to save taxes?… What do you think of my money and investment decisions?”  Or ” Other professionals including financial planners and insurance agents boast of large tax savings, but have they provided all the details AND do they have your best interest in mind?

Your Best Interest

Tax savings exist and CPA Look will identify these tax savings and provide a perspective on your financial picture from a CPA perspective.  Through CPA Look, you will see for yourself what is in your best interest and how it impacts your financial outcome.  We believe the facts will speak for themselves.