Accelerating the path to financial freedom for entrepreneurs and investors

1998

Launched in 1998 to provide the best tax & wealth services available. From the beginning our mission has always been to provide a long-term vision for your financial and business future.

2020

Providing leading wealth management services nationwide, as well as fostering innovation, diversity, ethics and integrity to strengthen our organization and our people.

What We Do

We accelerate the financial freedom of entrepreneurs by designing, implementing & reporting tax, business & wealth 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 Wealth 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 over paying 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.

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.

INNOVATIVE STRATEGIES
FINANCIAL FREEDOM

Financial freedom is closer than you think. Experience has taught us that clients can accelerate their financial progress much faster than conventional wisdom allows. We have created innovative strategies for building net worth through a combination of leveraged investment and sophisticated tax management..

Services

TAX STRATEGIES

On average, our clients reduce their taxes 10-40% based on prior clients who have followed and implemented their complete personal ProVision Tax Strategy.

Services

WEALTH STRATEGIES

We build step-by-step action plans to provide clear direction to achieve your wealth goals. When most clients come to us, they are working harder than their money.

Services

Full Service Accounting

Generate more profit and capitalize on new opportunities with our full service accounting services. Bookkeeping and accounting services that fit YOUR needs.

A new kind of CPA firm for entrepreneurs and investors. We offer innovative strategies for building net worth.

Contact

Phone

Office: 480-467-4400
Toll-Free: 866-467-5809
Fax: 480-467-4444

Office

1501 W Fountainhead Pkwy #650
Tempe, AZ 85282

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