Tax Professionals & CPAs
We provide specialized support that enhances your work and helps clients understand the long term impact of their choices. Our goal is to serve as a steady financial resource throughout every case.
Complementary Roles
-
CPAs focus on tax returns, compliance, and accurate reporting of current income and liabilities.
-
CDFAs analyze the financial impact of settlement options, projecting how today’s decisions affect future cash flow, retirement security, and wealth preservation.
Collaborative Support for Clients
-
We work alongside CPAs to evaluate the tax implications of property division, spousal support, and child support.
-
We create side-by-side settlement scenarios that illustrate after-tax outcomes, allowing clients (and their attorneys) to make informed choices.
-
CPAs provide the technical accuracy, while we help translate financial trade-offs into clear, client-friendly guidance.
Efficiency and Better Outcomes
-
CPAs can remain focused on compliance and reporting, while we take on the forward-looking financial modeling.
-
Clients benefit from a unified financial team, reducing errors, duplication of effort, and client confusion.
-
Together, we help clients move forward with settlements that are both tax-smart and financially sustainable.
Meet Tom
THE CPA PARTNERSHIP:
Tom is a seasoned CPA who had been helping a long time client navigate the tax complexities of a contentious divorce. The client’s financial records were tangled between personal accounts, business income, past filings, and unclear deductions. Tom knew the tax implications were significant, but he needed deeper financial modeling to ensure his client would not end up with unexpected liabilities or an unsustainable post divorce plan.
WHAT WE DID:
We partnered with Tom to clarify the full financial landscape, from taxable investments to retirement accounts and business income streams. We built settlement scenarios that projected tax impact, long term cash flow, and future filing considerations so Tom could evaluate each option accurately. We also prepared clear summaries and visual comparisons Tom could use to explain the tax consequences to his client in simple, actionable terms.
RESULT:
Tom gained the clarity he needed to give precise tax guidance without guesswork. His client understood the tax tradeoffs of each choice, avoided costly mistakes, and entered the next chapter with a plan that aligned legal, tax, and financial realities. Tom delivered stronger results with less stress because the financial modeling supported every recommendation.
TAKEAWAY:
When CPAs and CDFAs work together, clients avoid costly tax surprises, professionals stay aligned, and settlement decisions become smarter and more sustainable.