The Core
CLIENTS DEPEND ON CPAs IN ALL THESE AREAS
Clients think that if there were tax savings available, we (CPAs) would bring that to their attention. However, we get busy with compliance work, taxes, compilations, audits, bookkeeping, etc., that it’s difficult and time-consuming to research other tax saving opportunities.
CPA to CPA Enhances the Core!
THE CPA CORE
AT THE CORE OF WHAT WE DO IS THE SAME AS WHAT YOU DO.
We are a CPA extension firm. We specialize 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.
SPACING
SPACING
TAXES
Property Taxes • Cost Segregation • Income Tax Deductions • Savings Distribution Tax Analysis • 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 • Inheritance Tax Savings • Mini Tax Track TM
COST REDUCTIONS
FINANCIAL
ASSET PROTECTION
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
EMPLOYEE RETENTION
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
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.
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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.
THE CPA to CPA Difference
No one can tell you the outcome of a completed puzzle by looking at just one piece… Industries and financial planners have individual puzzle pieces.
We have identified additional tax and cost savings from other industries and bring these to you so you can pass them along to your clients.