At Cunningham, Powell, Alexander, A.C., we specialize in estate, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.
We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.
As a business owner you need to know how your business is performing. Both in comparison to prior years and to your competitors. With this data in hand changes can be made to your business resulting is a significant increase to your bottom line.
Transitioning to Cunningham Powell Alexander, A.C. doesn’t have to be a hassle for your business. At CPA, we have specialists who are trained and qualified to help get you through that process with our onboarding program, so you don’t have to deal with the confusion and frustration of integrating your data into our CPA ecosystem. Not all accounting firms have an onboarder to help you through this process.
Let’s not underestimate the importance of keeping a reliable and accurate set of books. QuickBooks has provided several accounting software options over the years, such as desktop, enterprise, and online versions. It is no surprise that QuickBooks holds more than 95% of the accounting software market. The QuickBooks Online (QBO) version has proven to be one of the most integrated software options available.