For CPAs

CPA Benefits

We view collaboration with CPAs to be in the best interest of our clients.   For this reason, we make it a point to reach out proactively, with our clients’ permission, to the CPAs servicing our clients to introduce ourselves and to collaborate where possible.

While there may be some overlap in the work that we do, we understand and respect the value that each professional brings to the table and we strictly respect professional boundaries.

In addition, we provide CPAs we work with the following complimentary (Free) resources:

  1. CPE courses
  2. Tax Advisory Newsletter
  3. Business Valuation tool
  4. Annual Tax and Business Planning Seminar
  5. CPA Toolkit

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