CPA SERVICES
Credo’s breadth and depth of expertise in CPA services and consulting is unique in the market. Our consulting services focus on solutions that address the challenges the CPAs of today face. We provide a suite of CPA consulting services to support other CPA firms in transforming their tax operating model crucial in managing the mounting of today’s tax reality.
THE CREDO TAX STRATEGY PROCESS
Rest assured that we’re on a tax strategy journey together!
Step 1: Gathering of Information
Credo collects essential information from our clients such as the entities making up the overall structure, the current year income and expenses, and assets and liabilities.
Step 2: Choosing the Appropriate Tax Strategies
We consider your unique circumstances in conjunction with the special attributes of each available tax strategy. Using our knowledge, experience, and expertise, we review your current tax projection model and from there, we select the top optimal strategies that would work for you.
Step 3: Generating Tax Savings Report
We consider your unique circumstances in conjunction with the special attributes of each available tax strategy. Using Credo team’s knowledge, experience, and expertise, we select the top optimal strategies that would work for you given your unique circumstances in conjunction with the special attributes of each available tax strategy.
Step 4: Discussion with the Client and Implementation of Strategies
Credo ensures that our clients fully understand what their options are as let them understand our tax savings report. And should they choose the proceed, we’ll hold your hands throughout the entire implementation of the strategies.
WHO ARE OUR CLIENTS?
We help clients minimize their tax liabilities through our advanced tax optimization strategies. We work with our client in redefining their tax strategies and explore options in aligning their culture, structure, and talent with their tax management business strategy.
CREDO’S PROCESS
STEP 1: MODEL / STRATEGY
Business Owners
Cryptocurrency Investors
RSU’s
LTCH
STCG
High W-2 Earners
Liquidity Event Strategy
*Pricing isn’t based on how much we can save you or how much you make.
STEP 2: IMPLEMENT THE STRATEGY
Business Strategies:
– Asset & Risk Management Strategies
– Retirement Plan Strategies
– Cash Flow & Development
– Fixed Asset Strategies
Individual Strategies:
– Land Donation Projects
– Strategic Insurance and Trusts
– Charitable Strategies
– Real Estate & Investment Strategies
STEP 3: REPORTING & FILING
We vet all strategy implementation for:
1. Process and delivery compliance with the IRS and DOJ
2. Legal Reserves
3. Experience and success rates
We’re not afraid of these strategies. We know how the IRS needs to see each strategy, and we allocate time and research to ensure we are completely compliant.
These strategies aren’t uncommon to us.
Our Team: We’ll meet with you as often as it takes to get the job done!
OUR AVERAGE CLIENT
SAVES $85,000 A YEAR!
We help you mitigate your tax liability and risk through our:
– TAX STRATEGY
– PROACTIVE TAX PLANNING
– TAX MITIGATION
