CPAs & Tax Professionals

Deliver More Value to Your Clients

Most CPAs hit a ‘wall of complexity’ that prevents them from successfully growing their business. Legal professionals should understand the value of referring specialists.

First Capital Advisors Group now offers CPA Edge™, a financial service designed to provide CPAs and tax professionals with access to a full suite of wealth management and financial resources and solutions.

CPA Edge™ provides continuing professional education and accredited CPE programs for tax professionals.

CPA Edge™ Advantages:

  • Immediate access to a network of experts
  • Add new clients
  • Earn CPE on current issues
  • Deepen your client relationships with comprehensive solutions
  • Increase and diversify related services revenue
  • Reduce risk of losing clients
  • Save or reduce expense via outsourcing

How to get started? Contact our team today and we will provide a complimentary assessment of your business practices. The assessment will result in a written marketing plan, an estimate of services and potential revenue opportunities.

Service Offerings

– Investment Analysis
– Employee Benefit Plans
– Business Exit and Retirement Income Planning
– Life Insurance
– Social Security Analysis
– Medicare and Health Care Analysis

– Wills and Trusts
– Tax Reduction Strategies
– Portfolio Evaluation
– Gifting and Charitable Planning
– Public and Private Investments
– Education Funding

From The Blog


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