Working with Accountants & CPAs
Accountants typically offer the most in-depth knowledge about a client’s financial picture. In many cases, CPAs may uncover a need that their client was unaware even existed in their personal or professional lives.
Trusted and knowledgeable CPAs are vital in the process for many of the solutions we provide our clients and we do not hesitate to get them involved.
Contact us to schedule a meeting and determine how our services may complement one another’s clients.