IT ALL STARTS WITH A PROACTIVE TAX PLAN

The CPA Team Based Model unites tax and business planning specialists to create better results for everyone involved.
It’s that simple.

TAX PROFESSIONALS

There’s Been A Dramatic Shift

As the AICPA put it, CPAs are now expected to be their clients' “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.”

 

72% OF BUSINESS OWNERS LEFT THEIR CPA BECAUSE THEY ONLY RECEIVED “REACTIVE SERVICES”

In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it. 

The CPA Team-Based Model is designed to help accountants: 

Reduce the risk of losing clients by being more proactive 

Expand the "brain-trust" by working with some of the country’s best specialists

Increase organic growth by giving clients a story worth sharing with family and friends

Provide more value and increase client satisfaction 

Reduce the risks that come from referring clients to third parties 

 

BUSINESS OWNERS

Are you a successful business owner and totally frustrated by the amount of taxes you pay every year?

The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the “right” deadlines to keep you out of trouble. But then they call it a day.

THE ELITE SPECIALIST TEAM

From the simplest of account roll-overs to the most complex tax mitigation and business planning scenarios, the CPA Team Based Model can help. The following list of our planning specialists is representative of the variety and depth of the team.
Technical Specialists:

• Advanced Income Tax Mitigation
• Asset Protection
• Succession Planning
• Qualified Retirement Plans
• Nonqualified Retirement Plans
• Financial Planning
• Captive Insurance Companies
• Cost Segregation
• Business Valuation and Exit Planning
• Cost Remediation


Business Building Thought Leaders:
• Value-Based Billing and Price Packaging
• Proactive Planning
• Digital Marketing and Virtual Offices
• Maximize Joint Venture Partnerships

 
 
 

GET IN TOUCH

1990 Main Street Ste. 750
Sarasota, FL 34236

(941) 500-2816

CONTACT US

ABOUT US

Dennis-Huffman-professional-headshot_Com

Dennis Huffman was called to the financial industry with a focused purpose to better the lives of those around him. For over two decades, he has been fine-tuning financial plans and creating solutions through his vast insight gained over years of experience in the industry. Dennis excels in helping business owners set their goals and achieve success by developing a plan for their future, along with helping pre/post retirees maintain a stable plan. Through financial industry expertise,n strong-rooted relationships, Dennis is well equipped to handle any financial situation brought to him. In addition, Dennis holds a National Social Security Advisor certification, along with a CPA Team-Based Model designation. His specialties include Retirement Planning, Estate Planning, Annuities and Tax planning.