provident-website-banner-new

KEEP MORE OF YOUR MONEY

THE STARTING PLACE FOR US IS ALWAYS TAX PLANNING

Our strategies allow us to create value, justify our existence, and in many cases, provide a 1,000-2,000% return on investment. After putting out the fires of paying too much in tax, we can then do a deep dive into the businesses financial and operational health and finally make it to planning for an exit.

Our Values

Provident CPAs has a set of core values that guide our decisions and actions as we build relationships and conduct business.

WOW! Service

We believe in being proactive, efficient, cheerful, fun-loving, compassionate, and helpful.

Continual Learning and Improvement

We believe this leads to being innovative, allows us to be humbly confident, and pursue excellence daily.

Entrepreneurial Spirit

We believe thinking and acting like an entrepreneur results in future-focused, driven, disciplined employees.

THE STRATEGIC WEALTH SYSTEM

Our Strategic Wealth System™ is a proven 8-step process designed to keep more of your hard-earned income, and use proactive tax savings to fuel your retirement.

Our first steps revolved around the savings you can realize from tax minimization. Our Strategic Blueprint is a written plan designed to save you at least 10 times the cost of the blueprint in tax savings. From there, we work with you to reduce your tax burden, understand and control your cash flow, and build to the retirement of your choosing.

The Strategic Wealth System was featured extensively in David Auer's book The Richest Doctor: A Modern Parable of Financial Independence.

Our Tax Team is Ready to Help You

Contact our team for an easy, 30-minute introductory call.

Our Proven Process

1. Strategic Blueprint

Using prior year tax returns and an extensive questionnaire, we help you develop a proactive strategy to tackle your tax burden.

2. Onboarding

Our onboarding team will help with data gathering, settings roles and expectations, and getting you setup with our financial and accounting tools.

3. Implementation

Our team gets started saving you money through the tax mitigation strategies we discovered in the Strategic Blueprint phase.

Ray TrimbleRay Trimble
14:13 08 Apr 24
Provident helps go on the offensive with mitigation of risk and liabilities. I’ve never been a let life happen to you kind of person and that’s why Provident is my choice.
Brauchla ClinicBrauchla Clinic
17:59 13 Feb 24
The have been very helpful with tax planning strategies.
Rafid FadulRafid Fadul
18:55 22 Dec 23
David and team are very knowledgeable and timely. Their expertise was very apparent throughout the year for both bookkeeping/management through tax strategy and filing.
js_loader

Keep more of what you earn,
and use it to fuel your retirement.