When should I use an attorney vs a CPA?

CPAs can help with many business matters. Most commonly, CPAs assist with tax compliance and accounting issues. Many of our clients engage us for higher level tax strategy, CFO, and business consulting services.

Attorneys will help you with asset protection which often includes contract creation/review and entity structure.

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Never set up an entity without looping both your CPA and attorney into the conversation. Forming entities with both professionals advising you will ensure you balance liability protection with tax mitigation.

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