CPA Firms

At EPIC, we work extensively with law firms and legal advisors. They include practices specializing in Estate Planning, Taxation, International Law, Corporate Law, and other areas.

We are career specialists in wealth, tax, and estate planning, with 20 years of experience in advising businesses and clients. By partnering with us, you can offer your clients these additional services :

• Tax Strategies- Cutting-Edge Products and Techniques
• Estate Planning- Estates of $5 to $250 Million
• Financial Planning - Veteran Team of Financial Planners
• Philanthropy and Gifting - Proprietary Strategies and Software
• Investment Management - Independent Money Management and Proprietary Funds
• Tax-Deferred Plans - Annuities, Private Placement Structures
• Executive Compensation - Full-Service Design and Administration
• Exit Strategies - Conventional to ESOP and Capital Gains Strategies
• Owner Tax Strategies - Cutting-edge, Proprietary Concepts and Products
• Succession Planning - 20 + Years of Experience
• Qualified Plan Design - 401(k), DB, Profit Sharing, 412(i), Design and Administration
• Group Employee Benefits - 800+ Corporate Clients, On-Line Services
• Health Insurance - 800 + Corporate Clients, On-Line and In Person

We have helped practices add anywhere from $25,000 to as much as $250,000 to their bottom line. But whether you decide to partner with us on a revenue-sharing or non-revenue sharing basis, we can help you expand your business while helping you strengthen your relationships with your existing clients.

Click here to see a list of the reputable firms who have already decided to work with us. Or contact us to arrange a telephone or in-person consultation.