Proactive Versus Reactive Tax Planning - Where Are You?
Being proactive and holistic, the CPA is more valuable to the client in tax planning.
That is the central element with the CPA Team Based Model
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
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:
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.
Are you confident you’re taking advantage of every tax break you deserve?
Tax preparation and doing the company's financials (compliance work) is not a substitute for tax planning.
“I love what you guys are doing. Keep up the great work!”
–Ronald Baker, Author of six best-selling books, including, Measure What Matters to Customers and Firm of the Future
“You’ve hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you.”
–Salim Omar, Author of The Ultimate CPA Practice in the New Economy
Want to see what real tax planning
can do for your situation?
Tim grew up in San Luis Obispo, California and at age 18 left home to play and teach tennis (he now plays pickleball). After several years he returned to college, completing his undergraduate work at BIOLA University in Southern California and finishing with a Master’s Degree in Clinical Psychology from the International College of Los Angeles.
Tim worked in the clinical setting for seven years working with families where abuse had taken place. At that time the medical insurance industry was going through significant changes so he left the clinical setting, entered into the financial industry, allowing him to use both his clinical skills of caring for people and helping them with their money. Since 1984 he has found a niche helping businesses and individuals save taxes and manage their money.
Since 2014 Tim has focused on working with CPA's, helping them offer more proactive and holistic planning to their clients using a team based model. He has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique businesses, as well as larger corporations.
As the Executive Director of Genesis Housing Services, a non-profit counseling organization as well as the CFO and an instructor for Advancing Achievers Technology & Cyber Security University, Tim continues to be active in the community.
He is a published author of two books; the first, “Life Income: Growing, Protecting and Preserving your Wealth” and the second, which is listed on Amazon, “The 7 Critical Steps to Financial Stability, Moving From Financial Crisis to Financial Stability In Your Life”, challenging the traditional advice given in both business and personal finances. In addition, Tim has a published article on Fox Business, "Does Traditional Investment Advice Match the Times"?
As an independent Business and Individual Financial Specialist, Tim serves high-income and business owners in the following areas of expertise:
Annuities and Life Insurance
Business Continuation Planning
Business Succession Planning
Captive Insurance Companies
Comprehensive Financial Planning
Investment Portfolio Analysis
Tax-Sensitive Investment Analysis