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.

Get Started

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.

More Info

2. Onboarding

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

More Info

3. Implementation

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

More Info
Provident CPAs PLC
4.6
powered by Google
Jane Doll
13:56 11 Feb 25
Excellent process and communication with all of my accounting needs. Highly recommend!
Melanie Harrington
22:27 06 Feb 25
They have been amazing. They helped me go from being an employee to my own business and I have gotten amazing tax benefits from their advice!
Jordan Kaufman
16:02 04 Feb 25
Mal and the team are excellent! Highly recommend for all your tax prep/strategy needs!
Matthew Lanigan
19:56 31 Jan 25
Outstanding team with deep knowledge across the spectrum of tax and financial planning.
Nick Curcio
21:57 30 Jan 25
David and team are fantastic! I trust them completely to not only be compliant with tax law, but also to find all of the breaks available to me. Wonderful experience as a small business owner.
Ray 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 Clinic
17:59 13 Feb 24
The have been very helpful with tax planning strategies.
Rafid 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.
Jane Doll
13:56 11 Feb 25
Excellent process and communication with all of my accounting needs. Highly recommend!
Melanie Harrington
22:27 06 Feb 25
They have been amazing. They helped me go from being an employee to my own business and I have gotten amazing tax benefits from their advice!
Jordan Kaufman
16:02 04 Feb 25
Mal and the team are excellent! Highly recommend for all your tax prep/strategy needs!
Matthew Lanigan
19:56 31 Jan 25
Outstanding team with deep knowledge across the spectrum of tax and financial planning.
Nick Curcio
21:57 30 Jan 25
David and team are fantastic! I trust them completely to not only be compliant with tax law, but also to find all of the breaks available to me. Wonderful experience as a small business owner.
Ray 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 Clinic
17:59 13 Feb 24
The have been very helpful with tax planning strategies.
Rafid 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.

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

GET STARTED TODAY!