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.
Provident CPAs has a set of core values that guide our decisions and actions as we build relationships and conduct business.
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.
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.
Our onboarding team will help with data gathering, settings roles and expectations, and getting you setup with our financial and accounting tools.
Our team gets started saving you money through the tax mitigation strategies we discovered in the Strategic Blueprint phase.
4. Quarterly Pulse
The Provident team works with you to monitor and adjust goals, create action plans, and solve key issues that arise.
“Working with David and his team has been a blessing. From day one I have felt like a member of their family. I am so appreciative of their direction in the tax world and in financing my retirement. I would do it all over again if given the chance.”
“Simply put, David Auer is a genius. For nearly ten years David has brilliantly led us on a carefully crafted pathway to saving hundreds of thousands of dollars in taxes. David and his firm work tirelessly to provide a world-class experience many only dream of, and for that we are so grateful.”