We understand the importance of collaborating closely with your CPA. While we’re not CPAs ourselves, we seamlessly coordinate with your CPA to ensure a holistic approach to your big picture financial strategy. We make this collaboration seamless, so you don’t have to worry about information falling through the cracks or confusion between different aspects of your financial plan. By working hand-in-hand with your CPA, we ensure that every aspect of your financial strategy is aligned, maximizing tax efficiency and minimizing liabilities.