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:
“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?
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.