Broker Check

Helping CPAs

Most people say they want their CPA to offer more proactive planning. By engaging with the CPA Team-Based Model, you can bring our consultant alongside to help you expand the value you provide -- without taking on additional staff or hours.

We are not looking for referrals from CPA's. Trading referrals is an inefficient and outdated model. We are only interested in building sustainable and mutually beneficial relationships through a CPA Team-Based Model. You and your firm always remain the "go-to" point of contact for your clients.

Minimum Requirements:

  • You must be the decision maker for your firm.

    AND either of the following:

  • 25 business clients with revenue over $1 million annually, or
  • 50 individual clients paying over $100,000 in federal taxes annually

Deliver More Proactive, Holistic Planning

Shift from referral-based, reactionary services. Become a proactive trusted advisor who is the "one-stop-shop" for your clients.

Reduce Risk

Reduce the risk from referring clients to third parties. You remain in control of the planning process from beginning to end.

Expand Your Braintrust

Expand your firm's capabilities by working with a team of the country's best specialists in various areas of tax, expense, and risk reduction. 

Increased Organic Growth

Give your clients a unique story to tell about you and the good work your team did. Instead of telling their friends about the person the CPA referred.

Free CPA Practice Evaluation & Workshop (Limited Availability)

A four-hour workshop to focus on where your business is going and what it will look like. ($2,000 value, only 3 left)

Integrated Virtual Family Office Solutions

With our integrated virtual team of national specialists, you can deliver more value with less overhead.

Business Advisory Coaching

Help your business clients grow their businesses properly and/or help them plan their eventual exit. 

Elite Tax Planning Academy

Available to our valued CPA partners, the Elite Tax Planning Academy is a semi-annual 2-day event (16 CPE credits) that brings together some of the most forward-thinking to train CPA's. These professionals are specialists in their respective sections of the 70,000+ page tax code, and will focus on both technical and interpersonal skills.

Technical skills include tax law updates, industry changes, planning solutions such as IRA's, social security options, annuities, LIRPs, captive insurance companies, ESOPs, cost segregation, premium financing, and more.

Interpersonal skills include strategic planning for firm growth, technology integration, cloud accounting, value-based billing, price packaging, and proactive planning conversations.