Stop Being Just a Tax Preparer. Become Your Client's Most Trusted Strategic Advisor.

Download our exclusive CPA Survival Guide and discover the advanced planning strategies that drive revenue, build loyalty, and protect your best clients.

• Learn how to leverage the $15M QSBS exclusion for your C-corp clients
• Discover how a Cash Balance Plan can create six-figure tax deductions for high-income professionals
• Master the mechanics of a Cross-Purchase Buy-Sell Agreement

Ryan Firth, CPA/PFS, CFP®

As a fellow CPA and financial planner, Ryan understands the professional pressures you face. He serves as a subject matter expert and peer-to-peer resource for Houston CPAs, helping you engage in highly technical discussions and implement the advanced planning strategies that solidify your advisory role.