Serving CPAs Nationwide

Four of the Biggest Challenges Faced by Most Managing Partners

  • The ability to differentiate their CPA firm from other CPA firms
  • Avoiding their services as being perceived as merely a commodity with clients and prospects
  • Offering true value-added specialty tax services without making a significant in-house investment
  • Staying on top of current trends and offerings for their clients across numerous industries, in order to prevent client-flight

PM Business Advisors helps you solve these challenges. Our TRUSTED PARTNER program teams your firm up with the top professionals in many specialty tax services such as R&D Tax Credits, Cost Segregation and SALT.

To be a TRUSTED ADVISOR to your clients you need a TRUSTED PARTNER.

Our TRUSTED PARTNER Program Offers:

  • Ability to create new streams of revenue and billable hours for the firm
  • Around the clock access to our team of professionals
  • Commitment to on-site meetings with your firm to discuss new opportunities for your clients
  • Access to exclusive content on all specialty tax services that you can offer to your clients
  • Flexible billing and engagement agreements

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How – and Why – to Introduce Clients to Specialty Accounting and Tax Services

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