There’s more to a successful CPA relationship than tax returns.
If your CPA relationship centers on required filings, you just might be missing out. Sure, you need to ensure timely, accurate compliance. But there isn’t a lot of value for you in that. Beyond making the deadlines, you want to plan ahead to make sure that you minimize your tax liability, preserve financial flexibility and keep making progress towards your business and personal goals.
Financial success brings complexity.
This is true whether you are an owner of a closely-held business, a partner in a professional firm, a c-level employee or a professional athlete, artist or performer. Keeping track of all the different elements that comprise your financial life becomes more difficult. Making them work together seamlessly becomes too big a job for you to do alone. The right CPA can be your partner in all of this, ensuring that your wealth is well-protected, suggesting strategies that help you achieve your goals, reducing nasty surprises at tax time and deploying carefully-chosen secure technology to minimize needless effort.
The right CPA can help you simplify things.
AKM clients rely on us as their most trusted business advisor. We assist them with a wide range of financial and tax planning strategies. From wealth-preserving trusts (GRAT, CRAT, CRUT, etc.) and comprehensive portfolio review to specialty compliance for multi-state and multi-national investors (FIRPTA, FATCA, etc.) to everyday bill payment and multi-family office services, we provide strategies and tactics to make your life easier and help you keep more of what you have worked for.
Take a look at our site, get to know us a little and think about how you might benefit from a more valuable CPA relationship. Then contact us to set up a complimentary appointment to find out if we are the right CPA firm for you.