Prestige Wealth Accounting Group offers PRO-Active CPA Services – our own brand of the highest quality tax and accounting services delivered in a pro-active and personalized manner. PRO-Active CPA Services means we stay on top of tax law changes and provide you with ideas and information specifically designed to help you minimize your taxes and simplify your financial life. Your dynamic life and the constant changes in tax laws demand PRO-Active CPA services.
Are you receiving PRO-Active CPA Services from your accountant?
PWAG | Your Current Accountant | Tax Preparation and Planning | |
PRO-Active year-round planning to minimize your taxes | |||
Tax advice delivered in easy to understand language | |||
Returns prepared in-house, your data is not exported overseas | |||
Tax returns prepared by and reviewed by experienced CPAs | |||
Comprehensive retirement plan analysis | |||
Timely tax estimates and projections | |||
Expert assistance with all return types - individual, trust, estate, partnership, and corporation.
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Accounting (Business) Services | |||
PRO-Active tax reduction strategies for businesses | |||
Expert assistance with forming new companies | |||
Computerized professional bookkeeping | |||
Expense reduction techniques | |||
Analysis of employee benefit and compensation plans | |||
Budgeting, cash flow, and financial statement analysis | |||
Tax effects of buying/selling a business | |||
Controls and risk management analysis | |||
Accounting software review and recommendations | |||
Accounting system review, setup, and support
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Integrated Wealth Management | |||
Fully integrated tax planning and investment advice under one roof | |||
Privileged access to Prestige Wealth Management Group Personal CFO Services*
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Client Services & Communications | |||
PRO-Active communications to help you minimize your taxes - newsletters, webcasts, and more | |||
Entertaining and informative client events
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Litigation support | |||
Estates and trusts | |||
Divorce taxation issues | |||
Personal injury | |||
| IRS audit representation |
Contact Us to find out how our PRO-Active CPA Services can help you!
*Prestige Wealth Management Group is a registered SEC investment advisory firm and an affiliated entity with Prestige Wealth Accounting Group. Securities offered through Triad Advisors, Inc. Member FINRA/SIPC