CPA TEAM BASED MODEL
Tier 1 Tax Professionals ® 50 Pearl Road, Suite 111,  Brunswick, OH 44212
About Us

We help CPA firms provide more value to their business-owner clientele through more proactive and holistic planning, with little to zero increase in the firm’s workload. Our goal is to help CPAs become THE most trusted advisor to their clients by enabling them to provide substantially more, sustainable value to their clientele.

Through our Team Based Model philosophy and deep understanding of tax planning, business planning, investments and insurance, we explore the best ways to reduce business taxes and expenses by as much as 30-60% or more per year, mitigate legal liabilities and risk and, most importantly, solidify CPA-business owner client relationships. Our advanced planning team is a "brain-trust" of some of the top financial, tax and legal specialists in the United States.