While we provide a big-picture perspective on tax planning for our clients, we often turn to CPAs for a more detailed, day-to-day knowledge of income taxes. The CPAs in our network play a crucial role in Advanced Planning by making specific recommendations to mitigate taxes.
Services You Will Provide
We are looking for CPA partners with the following areas of expertise:
Personal advanced tax reduction strategies
Business advanced tax reduction strategies
Estate planning and estate tax experience
Track record of solving challenges for affluent clients
Researching and compiling data to solve advanced problems for high net-worth individuals