The short answer is that we’re everything tax strategy, planning, and accounting. Our proprietary approach to tax optimization is largely governed by our software that focuses on reviewing over 50 critical areas of tax overpayments. Our carefully selected tax review team is comprised of many CPAs, accountants, and book keepers that review and certify our strategies for use.
Any and all plans we provide are backed by the full faith and confidence of our Certified Public Accounting partners, and implemented with our help or the help of your current CPA, as long as they have the capabilities in place.
That’s a great question! An important thing to note is that we can’t be all things to all people. Our specialty lies in one-stop tax & financial planning that’s intended to help business owners solve multi-faceted concerns with their taxes today, and their financial future. In effect, we’re more valuable to clients who have more complex and complicated situations.
You’re a great fit for what we do if you’re tired of wasting time, energy, resources, and stress levels trying to figure everything out and keep it on track. We’re also a great fit if you are tired of paying by the hour, every time you pick up the phone, or hate getting surprise bills.
When we started Wealthprint Advisors, we were all Financial & Investment Advisors by training. We come from a variety of backgrounds in corporate financial institutions, and we came together to serve one specific purpose: To provide a lifetime financial planning solution that actually worked for a lifetime.
Not necessarily, we have a variety of ways that you can work with us for your financial planning needs. We plug-and-play with accountants, CPAs, attorneys, and nearly every other professional on your team.
While we’re not in the relationship replacement business, we believe that the greater reach we have across your balance sheet to make improvements, the more effective we are. Our team model ensures you’ll always have multiple sets of eyes and years of variable experience reviewing your situation. In the end, the choice is yours and we’ll design something on your terms.
Due to the nature of our business model we’re able to serve every financial need you could possibly have, including the legal work needed to be done.
It’s pretty straight-forward actually. Our services are bundled and rolled up into one level monthly expense. From what you pay monthly, most of it goes to paying to have the work done for you with our accountants, book keepers, and CPAs. This keeps them happy and taking care of their families so they continue to do their best work on your behalf. Whatever is left over goes into the engine to continue to grow our business and directly benefit our client base.
Holistic ones that are designed to consider your life as a whole. That means there may be something implemented today that isn’t as “shiny” or “lucrative” as another option, but by doing so you’ve foregone satisfaction today in order to improve your tomorrow. Ultimately, our clients retain complete and total choice in their strategy – we just serve as the guides.
With that being said, in meeting hundreds of business owners, we’ve only come across one business that was not missing opportunity.
We like to say that cost is only relevant in the absence of value. The price you pay will vary depending upon your strategy, the work involved in optimizing, and the length of our relationship together. When we articulate our value, it’s always directly next to the cost so you can make an apples to apples comparison on the spot before you make any decisions.
Our pricing model is focused on transparent cost. We bill on a monthly basis, sort of like Netflix. Your monthly cost is inclusive of all meetings, accounting & book keeping, and tax return filing.
We have a deep appreciation for the nuances of running a physician or dental practice, the toll it takes on the owner, and how little time they have to build their future. Physicians and dentists are our passion because of the immense value we can provide in one location – but tax is tax and regardless of your business, or profession if you’ve got some complexity to solve we can help.
That’s completely fine, we’re well versed in the art of business consulting and equipped to help you solve your concerns. Our client base includes non-medical businesses in the industrial services, construction, nutrition supplements, real estate, contracting, legal, accounting, and finance industries with more being added each month!
We’re committed to giving our clients the best experience they could possibly have. Through our use of technology we consolidate and integrate complex financial lives to begin planning. Our clients have access to their entire balance sheet and financial plan digitally, anywhere in the world. Using this facilitated approach to remote planning, we co-create a plan customized to your situation that will account for all known life-events, stated goals, and potential pitfalls on the road ahead. From there, we use data-driven insights to understand how you think and feel about money with our proprietary process. Finally, we use nobel prize winning methodologies to de-risk your assets and propel you on your way to your goals. All of this is backed by direct access & support, thoughtful onboarding, and candid conversations.
In today’s world, the testimonial has been watered down as marketing endeavors have blurred the lines between testimonials that are real, or aren’t. We also know that in speaking with our clients, that their situation could be completely different from yours. All that being said, we’re more than happy to provide referrals that can speak to our character, our approach, and our commitment.
As one of the final elective steps in our process, once you’ve gotten all your questions answered and are ready to proceed, we’ll arrange time for you to connect with folks we feel are aligned with you.
It’s pretty simple, we’ll reach out to you quickly via phone to discuss your situation for 10-15 minutes. We will not be recommending any courses of action, and the call is complimentary. We want to understand what’s important to you, and learn more about your situation from a high level. We’ll let you know right then and there if we think we’d be a good fit for one another and we’ll set up a digital meeting with the team to discuss solutions with you.