Strategic Resource for CPAs
Today’s CPAs are expected to deliver more than tax compliance. To attract and retain clients, you must provide proactive, year-round guidance that addresses complex tax issues, business decisions, risk exposure, and long-term planning.
Raintree Wealth Advisors works with CPAs who want to expand their advisory role—without adding complexity to their practice.
“As a CPA focused on business tax and accounting, the Raintree team is my firm’s go-to resource when it comes to qualified plans, most importantly Cash Balance Defined Benefit Plans. Their knowledge in this area has helped add value to my consultative relationships with my successful business owner clients.” – CPA, Columbia, MD
Moses A. is a current client of Russell Hewitt. Russell Hewitt occasionally refers clients to Moses A. who may benefit from his professional services and, in return he may refer clients to Russell Hewitt. This referral relationship may create a material conflict of interest. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202804-10836057
Strengthen Your Role as the Trusted Business Resource
Your clients rely on you for professional guidance. To support those relationships, you must keep pace with:
- Constantly changing tax laws
- Increasingly sophisticated client expectations
- Complex business, personal wealth, and estate considerations
We work alongside you to help deliver integrated strategies that support:
- Tax efficiency
- Business optimization
- Risk mitigation
- Long-term financial and estate planning
Our goal is to build trusted working relationships and serve as a resource for your clients.
Create Greater Value Through Proactive, Collaborative Planning
You’re already billing for advice. The most impactful planning happens well before year-end, during ongoing conversations with your established clients.
By collaborating early, we help you:
- Help identify planning opportunities before they’re missed
- Support complex client decisions throughout the year
- Deliver more comprehensive planning support without expanding your internal workload
Waiting until year-end—or delaying planning for years—can significantly limit outcomes. Our team works with you to support timely implementation to agreed upon strategies.
Help Address Risks That Can Affect Long‑Term Planning
Even well-designed tax strategies can be derailed by an unforeseen event.
In addition to the tax, accounting, and cash-flow guidance you provide, clients often benefit from support in recognizing and managing financial risks over time. Using defined and repeatable processes, we support you by:
- Identifying potential financial and personal risks
- Assessing exposure across early, mid, and later career stages
- Implementing strategies designed to address both wealth and lifestyle considerations
This allows you to support a more complete advisory experience—while staying firmly within your role as the CPA.
Industry Experience That Matches Your Client Base
We frequently support CPAs working with clients across a range of complex industries, including:
- Physicians and Dentists
- Construction and Manufacturing
- Real Estate Professionals
- Consultants, Contractors, and Independent Directors
- Software and IT
- Athletes and Entertainers
- Attorneys
- Lobbyists
Complimentary CE Credit Presentations for CPA Firms
As part of our commitment to long-term partnerships, Raintree Wealth Advisors offers in-house and virtual Continuing Education (CE) credit presentations for CPA firms.
These sessions are designed to:
- Provide practical, relevant insights CPAs can apply immediately
- Support your firm’s professional development requirements
- Introduce advanced planning concepts without a sales agenda
Presentations can be tailored to your team and delivered on-site or virtually for maximum convenience.
A Partner That Helps You Deliver More—Without Doing More
Raintree Wealth Advisors exists to support CPAs who want to:
- Deepen client relationships
- Expand advisory value
- Navigate increasingly complex client needs