Schedule

Welcome To ProVision

We are a new kind of CPA firm for entrepreneurs and investors. Experience has taught us that clients can accelerate their financial progress much faster than conventional wisdom allows. We have innovative strategies for building net worth through a combination of leveraged investment and sophisticated tax management.

Turning Vision Into Value

What We Do

We accelerate the financial freedom of entrepreneurs by designing, implementing & reporting tax, business strategies. The strategies we use are normally reserved for major corporations because they can be extremely complex. There is nothing routine about this approach. Each case has to be studied in depth, and considerable creativity is invested to get a result.

At the core of our approach is a long-term vision for your financial and business future. That’s why your strategy will be designed for years, if not decades, ahead.

We don't use loopholes.
There are accountants who will claim to reduce your taxes by bending the rules. That is absolutely not our way. Integrity is our number one value, and all our methods are completely legal. The good news is that you can achieve truly massive savings within the law – if the right strategy is applied.
We're NOT financial planners.

TAX DEFERRAL + COMPOUND INTEREST + DIVERSIFICATION

Financial planners generally focus on how much money you will need when you retire. Typically, they use compound interest and tax deferral so you can save just enough money, so as to not live under a bridge.

We're Tax Strategists

CONTEXT + TAX SAVINGS + LEVERAGE + VELOCITY

We begin with your dreams and visions of the future. Then we use the tax law and wealth building strategies to outline an accelerated path to get you there. You should live your dreams not retire them.

Why Choose Us?
When asked why a client used a previous preparer, a common answer we get is that they were less expensive. But think just how expensive it is if you end up overpaying your taxes by $5,000, $20,000, or $100,000. The tax return may have been technically correct, but with the proper knowledge and creativity, you could have been receiving $5,000, $20,000, or $100,000 instead of paying.
about provision wealth

Strategy

Our strategies are highly individualized and totally practical. Together we’ll develop the best path to achieve your dream.

A Digital Firm

We use the latest in technology allowing us to reduce paper waste and enhance client satisfaction.

Forward Thinking

At the core of our approach is a long-term vision for your financial future.

Excellent Service

Taking care of our clients is our number one priority. We strive to provide excellent service.

Turning Vision Into Value

On average, our clients reduce their taxes 10-40%*

* Based on the previous strategy of clients who have implemented their complete ProVision Strategy. Calculated using 2014 federal tax brackets and self employment tax. No proprietary formulas used. Individual results of a ProVision strategy vary. Nothing contained herein should be construed as a guarantee of ProVision Services.

Work With Us