Serving CPAs Nationwide

Four of the Biggest Challenges Faced by Most Managing Partners

  • The ability to differentiate their CPA firm from others
  • Offering true value-added specialty tax services without making a significant in-house investment
  • Staying on top of current trends and best practices for clients across numerous industries and states

PMBA can help you solve these challenges. Our TRUSTED PARTNER program teams your firm up with top professionals with over 25 years of experience in many specialty tax services such as R&D Tax Credits, Cost Segregation, and State & Local Tax.

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

Our TRUSTED PARTNER Program Offers:

  • The ability to create new streams of revenue and billable hours for your 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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