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.

SPACING

SPACING

TAXES
Property Taxes • Cost Segregation • Income Tax Deductions • Savings Distribution Tax Analysis • 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 • Inheritance Tax Savings • Mini Tax Track TM
COST REDUCTIONS
Cost Remediation • Logistics • Supply Chain Services • Merchant Services • Business Services • Waste & Recycling and Electricity Cost Analysis • Warranty & Insurance Revenue Creation
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
ASSET PROTECTION
Business Protection • Entity Selection • Business Downturn Safeguards • Retirement Savings Insurance • Retirement Plan Protection • Family Situations • Legal Safeguards • Financial Leverage Analysis • Non-Qualified Plans • Qualified Plans • Money Management • Recession Proofing
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

EMPLOYEE RETENTION
Employee Benefits • Employer Payroll Tax Incentives • 401K Setup • 401K Management Fee Analysis
BUSINESS EXIT STRATEGIES

ESOP • Capital Gain Strategies • Business Evaluation • Succession Planning • Capital Gain Strategies

Generates Revenue

Firms that implement CPA Look can earn $25,000-$100,000 or higher annually depending on firm size.

Contact us for a firm-specific quote.

 

 

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.

 

 

Now that you know who we are and what we do, let’s learn more and GET STARTED!

PERSONAL CLIENT
BUSINESS CLIENT
CONTACT US