CPATax Services, Inc. is very different and we’d love you to experience what we do and how we do it.
We’re different for a number of reasons—not the least of them is that we use well-defined processes; processes that our clients enjoy using.
We call one of those processes TRUST. We use TRUST with all our clients to really make sure we’re serving them well. And it’s a process you can use right now to experience our firm for free.
Would you like to quickly identify how you can save money and grow your business? Completed online and for free, the aim of TRUST is to gather the key information we need to understand your needs and identify how we can help.
What’s required & the process:
- You commit around 30 minutes of your time to carry out the online TRUST diagnosis.
- You answer questions about your business and/or finances.
- We analyse your answers and identify key areas where gains might be possible and where downsides can be avoided.
- We then get together to discuss, there is also no charge for this meeting.
- We provide you with a comprehensive Client Service Plan, including a summary of your Top Five Action Items to keep you on track.
- Our ultimate goal is to help you save money (e.g. through tax minimisation) and grow your revenue, by focusing on the issues that really matter.
Try TRUST now and experience the HTA Advisory difference for yourself:
Select from one of three TRUST assessments:
TRUST: BUSINESS IMPROVEMENT
- focuses on general business issues
TRUST: FINANCIAL PLANNING
- for investments, wealth protection, retirement planning & estate planning
TRUST: SUCCESSION PLANNING
- for income tax, investment, insurance protection, savings or debt management
- for income tax, investment, insurance protection, savings or debt management.
Just click on your choice of assessment above and do the following:
- Create a user name & password to login.
- Complete the TRUST assessment
We’ll then send you the report your info has generated and arrange a time to discuss.
Enjoy the TRUST experience!