Bringing Value Beyond the Forms
CPA to CPA provides Tax & Cost savings and Generates Firm Revenue
WHO WE ARE
WE SERVE FELLOW CPAs
CPA to CPA is a CPA firm based out of Fort Worth, Texas, founded by Ken Huffman, CPA.
We believe the CPA should be the primary source of tax savings. However, we have found that many tax and cost savings are outside the typical knowledge base of some CPA firms. We have identified additional tax and cost savings from other industries and bring these to and through the CPA.
WHAT WE DO
OUR SYSTEMATIC ANALYSIS
CPA to CPA provides an unbiased look at someone’s financial picture from a CPA perspective to identify tax and cost savings in both business and personal activities.
RESULTS
- Tax Savings
- Cost Reductions
- Deductions
- Asset Protection
- Leveraging Capital
OUR APPROACH
HOW WE DO IT
WHAT IS CPA LOOK?
THE CPA LOOK PROCESS
CPA LOOK starts with an analysis of your current financials, taxes, and a questionnaire specifically designed to evaluate over 25 different sectors in one assessment.
25 INDUSTRY ANALYSIS CATEGORIES
TAXES
Cost Segregation • Income Tax Deductions • Savings Distribution Tax • Asset Tax Management • Entity Selection • Multi-level Tax Minimization • Sales Tax • R&D Tax Credit • Tax Asset Reduction Strategies • Local – State – Federal Tax Incentives • Tax Credits • 1031 Exchange • Estate Tax Elimination • Property Taxes • Inheritance Tax Savings – Mini Tax Track TM
COST REDUCTIONS
FINANCIAL
Financial Leverage Analysis • Investment Risk Assessment • Income Longevity • Social Security Planning • Estate Planning • Capital Gain Strategies • Required Rates of Return • Wealth Transfer • Donor Advised Funds • Beneficiary Analysis • Asset Protection • Savings Depletion Analysis • Asset Tax Management • Mortgage Rate Analysis • Financial Leverage Analysis • Income Longevity • Loan Financing • Bottomless Giving
ASSET PROTECTION
Retirement Savings Insurance • Retirement Plan Protection • Family Situations • Legal Safeguards • Financial Leverage Analysis • Non-Qualified Plans • Qualified Plans • Money Management • Recession Proofing • Inheritance Distribution Rules
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 • Medicare Supplementals
EMPLOYEE RETENTION
BUSINESS EXIT STRATEGIES
ESOP • Capital Gain Strategies • Business Evaluation • Succession Planning • Capital Gain Strategies
CPA FIRM IMPACT
- Build additional revenue for your CPA firm
- Increase the CPA firm’s marketability and market price of your firm
- Bring additional clients into your firm
- Save clients taxes and costs
- Decrease client’s risk
- Protect client assets
- Increase client loyalty
- Improve your clients competitive edge
BUSINESS CLIENT IMPACT
- Reduce your costs
- Increase deductions & save taxes
- Protect your business assets
- Assess your risk exposure
- Leverage your capital
- Increase your company profits
- Increase your company market value
- Secure better financing
- Improve the overall health of your business and personal assets
PERSONAL CLIENT IMPACT
- Investment risk analysis
- Required rate of return to fund your retirement
- Projected future tax rate and amount
- Ways to reduce taxes now and in retirement
- Ways to create tax-free income
- % of retirement income funded
- Ways to save on taxes now and in the future
- How long your money will last in retirement