Ryan F.

Background

About Ryan F.

As a Big Four Accounting Firm alumnus and CPA/PFS, I work with CPAs and other tax professionals on identifying and implementing tax and financial planning strategies to help elevate their practices by bringing tangible value to their clients. My work is dedicated to minimizing your clients' tax obligations through advanced tax planning strategies such as Section 1202 Qualified Small Business Stock (QSBS) Exclusion, Defined Benefit/Cash Balance Plan implementation, and Qualified Opportunity Fund (QOF) Deferral (Section 1400Z-2) election-to name a few of the numerous plans and approaches business owners and/or investors can use to lower their tax bill now. Given the competitive and pricing pressures that exist, for a CPA to survive, it is incumbent that your clients see you as more than just a tax preparer. CPAs should embrace advanced tax planning if they wish to be viewed by their business owner clients as a strategic advisor with their hand on the pulse of the business, the trusted resource and the first person the business owner calls for all of the financial and tax challenges they encounter as they run their business. I can help you be the trusted advisor to your clients and elevate your practice from compliance-focused to planning-focused.