It All Starts with a

Proactive Tax Planning Team

The CPA Team Based Model unites tax and business planning

specialists to create better results for everyone involved.

It's that simple.


There’s Been A Dramatic Shift


As the AICPA put it, CPAs are now expected to be their clients' “most trusted business advisors,”

and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services

such as tax preparation, audits, and financial statements.”

72% of Business Owners Left Their CPA

Because They Only Received “Reactive Services” 

In this shifting landscape, firms that will thrive in the future will learn

how to use this trend to their advantage, rather than struggle against it. 

The CPA Team Based Model is designed to help accountants: 

Tax Professionals

“You’ve hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you.”

        –Salim Omar, Author of The Ultimate CPA Practice in the New Economy

Strengthen their position as their clients' most trusted advisor
Reduce the risks that come from referring clients to third parties
Provide more value and increase client satisfaction 

Increase organic growth by giving clients a story worth sharing with colleagues, friends and family

Expand the "brain-trust" by working with some of the industry's leading tax and business specialists

Reduce the risk of losing clients by being more proactive 

Are You Confident that You’re Taking

Advantage of Every Tax Break You Deserve?

Business Owners

Want to see what real tax planning can do for your situation?

The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the "right" deadlines. But then they call it a day.


Managing Principal, Elite Tax Planning Team

Mike Powell, CFP, CLU

Team Based Model Consultant

Mike Powell specializes in working with tax professionals and business owners to help educate them on the essentials of advanced planning.  He leads them through a process to identify opportunities, and provides a team of the country's leading tax and business planning specialists to help along the way.  Ultimately, this allows for optimal solutions to be accomplished in a proven system that benefits everyone involved.  

The CPA Team Based Model brings together some of the most forward-thinking professionals in the industry to help tax practitioners and financial advisors offer more proactive and comprehensive services to their clients.  Professionals in the model are specialists in their respective sections of the tax code, providing advanced tax planning and strategies to accountants and business owners across the country.



Elite Tax Planning Team

1255 Treat Blvd. Suite 300 

Walnut Creek, CA 94597

Office:  (510) 283-1969

To request your strategy session, or for general inquiries, please fill in the following contact form: