Welcome to the CPA Family Office! Our firm is unique in that we not only provide traditional financial and investment advisory services, but combine these services with a strong tax practice. Our professionals have coupled the dual designations of the CPA and the CFP®, along with the Series 7 and 66 with insurance licenses, to create a robust and well rounded practice. That's a high standard. What else? A commitment to trust, a fee-based compensation structure, the highest fiduciary standards in our industries, and transparency. As a result, we hope to create in you the emotional support, security and peace of mind for your finances and estate plan. Explore our services by clicking on the links below. We introduce you to our specialists and bring helpful information to assist you in life's choices. Don't feel alone—walk with us. CPA – "Helping you Succeed".
Most other accountants don't provide strategic planning, but our accountants are uniquely Level 5 Certified Advisors, which means we go above and beyond simply assisting you with your taxes. Through our program, we are able to help businesses advance by comparing and identifying potential problem areas that might be holding you back from the growth you desire from your business.
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.