Yes, often we educate the CPA on the Advanced Tax Strategies we are using so we can better help you achieve the best results.

This depends upon the services you have requested. Our Strategy meetings are no cost, but the implementation may carry a cost depending upon the services involved.

We often find that CPAs focus on Compliance and not on Tax Strategies. A good team often consist of a Financial Advisor for the strategies and a CPA for the adherence of tax code.