Advanced Tax Strategies Made Simple
CPA to CPA provides Advanced Tax Strategies while Generating Firm Revenue
WHO WE ARE
WE SERVE FELLOW CPAs
CPA to CPA is a CPA firm based out of Fort Worth, Texas, founded by Ken Huffman, CPA.
We believe the CPA should be the primary source of tax savings. However, we have found that many tax and cost savings are outside the typical knowledge base of some CPA firms. We have identified additional tax and cost savings from other industries and bring these to and through the CPA. New tax strategies come out annually and we keep you up to date on the latest trends and associated pros and cons of each new tax strategies.
Benefits for Your CPA Firm
ADVANCED TAX STRATEGIES
We are a CPA extension firm. CPA to CPA specializes in extending the CPA’s tax expertise in specialized industries. Tax savings in other specialized industries exists, but an analysis of their benefit needs to come from a CPA perspective, not an industry salesman. We look at the entire financial picture to see if there are tax and cost savings from other industries that can accomplish the CPA core objectives.
GENERATE MORE FIRM REVENUE
Firms that implement CPA Look can earn $25,000 to $100,000 or higher depending on the firm size without any additional overhead expenses. CPA Look creates a new revenue line for your firm which in turn increases the market value of your firm. CPA to CPA does all the work on putting together a CPA Look analysis and you simply review it with you client.
SELL OR GROW YOUR CPA FIRM
CPA to CPA will assist in the sale or growth of your firm. We provide financing options for CPA’s wanting to sell their firm that can include up to 50% in a cash down payment. Want to grow your firm by a little or a lot? CPA to CPA will assist you in growing your client base. We even can provide the financing you need to purchase a firm to help you grow your client base or we will help you sell your firm faster and receive up to 50% cash up front so you can enjoy the fruits of your labors immediately.
WHAT WE DO
OUR SYSTEMATIC ANALYSIS
CPA to CPA provides an unbiased look at someone’s financial picture from a CPA perspective to identify tax and cost savings in both business and personal activities.
- Tax Savings
- Cost Reductions
- Asset Protection
- Leveraging Capital
- Increased Cash Flow
HOW WE DO IT
WHAT IS CPA LOOK?
THE CPA LOOK PROCESS
CPA LOOK starts with an analysis of your current financials, taxes, and a questionnaire specifically designed to evaluate over 25 different sectors in one assessment.
We Identify and Implement Advanced Tax Strategies in the Following Categories
Cost Segregation • Income Tax Deductions • Savings Distribution Tax • Asset Tax Management • Entity Selection • Multi-level Tax Minimization • Sales Tax • R&D Tax Credit • Tax Asset Reduction Strategies • Local – State – Federal Tax Incentives • Tax Credits • 1031 Exchange • Estate Tax Elimination • Property Taxes • Inheritance Tax Savings – Mini Tax Track TM
Cost Remediation • Logistics • Supply Chain Services • Merchant Services • Business Services • Waste & Recycling and Electricity Cost Analysis • Warranty & Insurance Revenue Creation
Financial Leverage Analysis • Investment Risk Assessment • Income Longevity • Social Security Planning • Estate Planning • Capital Gain Strategies • Required Rates of Return • Wealth Transfer • Donor Advised Funds • Beneficiary Analysis • Asset Protection • Savings Depletion Analysis • Asset Tax Management • Financial Leverage Analysis • Income Longevity • Bottomless Giving
Business Protection • Entity Selection • Business Downturn Safeguards • Retirement Savings Insurance • Retirement Plan Protection • Family Situations • Legal Safeguards • Financial Leverage Analysis • Non-Qualified Plans • Qualified Plans • Money Management • Recession Proofing • Inheritance Distribution Rules
INSURANCE & HEALTH
Health Insurance • Life Insurance • Worker’s Compensation • Asset Based Care • Long-Term Care • Buy-Sell Agreements • Premium Financing • Insurance Premium Audits • Short-term Disability Policies • Buy-Sell Agreements • Captive Insurance • Property and Casualty Insurance • Medicare Supplementals
Employee Benefits • Employer Payroll Tax Incentives • 401K Setup • 401K Management Fee Analysis
BUSINESS EXIT STRATEGIES
ESOP • Capital Gain Strategies • Business Evaluation • Succession Planning • Capital Gain Strategies
Our Advanced Tax Strategies Have the Following Impact
CPA FIRM IMPACT
- Build additional revenue for your CPA firm
- Increase the CPA firm’s marketability and market price of your firm
- Bring additional clients into your firm
- Save clients taxes and costs
- Decrease client’s risk
- Protect client assets
- Increase client loyalty
- Improve your clients competitive edge
BUSINESS CLIENT’S IMPACT
- Reduce your costs
- Increase deductions & save taxes
- Protect your business assets
- Assess your risk exposure
- Leverage your capital
- Increase your company profits
- Increase your company market value
- Secure better financing
- Improve the overall health of your business and personal assets
PERSONAL CLIENT’S IMPACT
- Investment risk analysis
- Required rate of return to fund your retirement
- Projected future tax rate and amount
- Ways to reduce taxes now and in retirement
- Ways to create tax-free income
- % of retirement income funded
- Ways to save on taxes now and in the future
- How long your money will last in retirement