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Take Control of your Taxes and your Wealth

Precision planning and proactive guidance with the CPA and advisory firm that feels like family
Ready to increase your net worth as a business? Download the Top 5 Growth Strategies for Privately Held Businesses
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Tax blindspots can burn your bottom line

The stakes are high when you’re running a business.
  • Overpayment in taxes
  • Decisions that have tax consequences
  • Overlooked tax strategies
  • Feeling stretched thin or stuck in your business
All of this can lead to undue pressure on your bottom line.
Schedule a Discovery Call

Running a business can feel like a financial minefield

From navigating pitfalls to having confidence in your choices, we provide the proactive guidance that leads to tax efficiency, peace of mind, and an advisory relationship you actually enjoy.
Ready to increase your net worth as a business? Download the Top 5 Growth Strategies for Privately Held Businesses.
Give Me The Guide
Sarah Smith
I owe a huge thanks to the incredible team at My CPA Advisory and Accounting Partners for making tax season a breeze. Before them, I was drowning in paperwork and stress. But their personalized approach and expert advice turned things around for me. Now, I feel confident and empowered to manage my finances wisely. They truly have my back!
Lisa Garcia
Hey there, it's Lisa Garcia, and I have to give a shoutout to the amazing folks at My CPA Advisory and Accounting Partners. Tax time used to be a nightmare, but they've changed the game for my small business. With their patience and expertise, they've not only saved me time and money but also helped me understand my finances better. It's like having a trusted friend in the financial world!
Emily Johnson
Big thanks to My CPA Advisory and Accounting Partners for being more than just my financial advisors; they're like family now. Emily Johnson here, and I can't express how grateful I am for their support and guidance. From tax filings to financial strategies, they've got it all covered. Their friendly team makes me feel valued, and I know I can trust them with my financial future.

When it comes to owning a business, being proactive pays for itself

Be tax efficient
Your tax bill is likely your largest expense. We’ve helped hundreds of individuals and business owners minimize their tax liability and increase their post-tax wealth.
Tap into a team of experts
You have access to more than “my CPA”. Our team of cross-disciplinary tax and business experts work with you to provide proactive and strategic guidance in increase the net worth of your business.
We take “personalized” to a new level
Our CPA advisory team goes beyond just learning about your goals. We learn about how you process information in order to create a stress free relationship with your finances.
Schedule a Discovery Call

Optimizing your financial situation- and your time- is within your reach. Here’s what working with us looks like.

01.

Complete our Discovery form.

We want to know about you! Complete our brief questionnaire by clicking the Schedule a Consultation button below. Then, we’ll get in touch to schedule a complimentary consultation.
02.

We build a personalized plan.

After meeting, we build a
plan that takes your goals,
your business, and your
personality into account.
Then, we execute, working
with you proactively along
the way.
03.

Enjoy peace of mind.

And time to focus on your
craft, know that you have a
team of experts helping
you make the best financial
choices in every phase of
your journey.
Schedule a Discovery Call

Stop flying blind. It’s time to soar.

At My CPA Advisory and Accounting Partners, we understand that you want to reap the benefits of your hard work with proactive guidance for keeping more of your hard-earned money while remaining compliant.

You also want both the peace of mind and confidence that comes with informed financial choices.
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We believe that business owners deserve to focus on their business without worrying about what they don’t know. And, they should have the knowledge and data to make the best financial decisions for themselves, their families, and their businesses.

Services

Business Advisory & Consulting Tax Services Accounting Services QuickBooks Services

Contact Info

PHONE: (954) 834-0414

FAX: (954) 834-0399

EMAIL: concierge@betaxefficient.com

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Stop flying blind. It’s time to soar.

At My CPA Advisory and Accounting Partners, we understand that you want to reap the benefits of your hard work with proactive guidance for keeping more of your hard-earned money while remaining compliant.

You also want both the peace of mind and confidence that comes with informed financial choices. The problem is that it’s easy to feel taken advantage of when it comes to taxes, and you feel the weight of time pressure common to many business owners.

We believe that business owners deserve to focus on their business without worrying about what they don’t know. And, they should have the the knowledge and data to make the best financial decisions for themselves, their families, and their businesses.

We understand the stress that sits upon the shoulders of business owners who are professionals. You want to practice your profession and enjoy it!

This is why we believe that every business owner deserves to enjoy the peace of mind that goes with having a little knowledge about taxes and finances and a lot of confidence in your path to achieve your financial goals.

We’ve helped hundreds of individuals and business owners become tax efficient and increase the net worth of their business and personal wealth.

Here’s how we do it:

  1. Complete our discovery form that gives us the information we need to be able to make the most of our time together.
  2. After meeting, we build a customized plan that takes your goals, your business, and your personality into account. Then, we execute, working with you proactively along the way.
  3. You enjoy peace of mind knowing that you are tax effective with a team of professional experts there to guide you in making the best financial choices throughout your journey.

Get started by clicking here. And, in the meantime, download our free guide, “Top Five Growth Strategies for Privately Held Businesses” to learn about the best strategies for increasing your net worth as a business.

Give Me The Guide