Designed for business owners, our multidisciplinary team delivers integrated tax, advisory, and accounting support backed by a national and global network of CPA firms.
Integrated Advisory for Owners & Entrepreneurs
Over the past five decades and counting, AAFCPAs has delivered tax, accounting, and advisory services tailored specifically for closely held businesses, family-owned enterprises, and ambitious entrepreneurs. We provide the breadth of expertise owners need to address both business and personal financial priorities through a multi-disciplinary team and a national and global network of CPA firms. Our commitment to responsive, high-touch service ensures trusted guidance whenever you need it.
Integrating business and personal tax planning is critical because financial decisions within the business often directly impact an owner’s personal financial position. AAFCPAs helps owners optimize tax efficiency, avoid unnecessary tax exposure, maximize deductions and credits, and align planning around income strategy, succession, business transition, and long-term wealth preservation.
Our integrated approach streamlines compliance and reporting while supporting broader financial goals through coordinated business, tax, and advisory planning designed to minimize risk and support long-term success.
Integrated Financial & Operational Support
Integrated Wealth, Legacy & Transition Planning
Alongside AAFCPAs, AAF Wealth Management helps individuals and business owners align personal financial planning with long-term goals, tax efficiency, and legacy outcomes. As an affiliate of AAFCPAs, we integrate investment management with deep tax and advisory insight to provide a more coordinated view of your financial life.
We know that while financial strategies may have common characteristics, your goals are personal, unique, and in progress. We listen to you carefully to understand what is most important to you before considering the right path. We then use our CERTIFIED FINANCIAL PLANNER™ professional (CFP®)-based approach to provide a holistic, tax-efficient, and intelligent personal financial plan and investment portfolio centered on your goals—and your goals alone. With our expertise in investment management, we help optimize your portfolio for growth and risk management.
A well-thought out, customized and documented estate plan is a key component of your personal financial plan. It is most critical to providing you and your family with peace of mind. Whether you plan to transfer your wealth to family members, business colleagues, or to your charity of choice, our solutions help ensure the transfer is consistent with your legacy objectives—and that your privacy is maintained. This includes evaluating your insurance needs, identifying risks, and recommending appropriate insurance coverage to protect your business, personal assets, and key employees from potential disruptions.
We employ strategies for business owners and those involved in entrepreneurial ventures to minimize tax liabilities related to business income, capital gains, and transitions such as business succession or sale. AAFCPAs’ multi-disciplinary Transaction Advisory team has 50 years of experience advising businesses managing and executing buy-side, sell-side, and internal transactions.
What Our Clients Say
I highly recommend AAFCPAs to my peers running a mid-sized family business like Zero Porosity Casting. For 20+ years we have relied on their superior tax expertise to help us run our business effectively. AAFCPAs continuously monitors all the changes in tax laws so it is one less thing we must worry about. They proactively inform us of the changes and provide insight as to how best to respond. I appreciate the depth of their team and the positive impact the multiple perspectives have on our tax planning which is critical to me. AAFCPAs makes it easier to grow because we have full access to their smart talent, and all the advisors we work with are in-house and all talk to each other albeit tax preparation, tax consulting, business tax, personal tax, SALT, Estate & Trust, business operations, succession planning, ownership transfer, foreign employee consultation, R&D credits, etc.
We trust AAFCPAs. They are a good value CPA firm, and we know they care about us. They do a fantastic job educating us via one-on-one, webinars, seminars, or email updates which gives us confidence in our decision-making!
Our Advisors
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CONTACT US
Every situation is unique. We look forward to speaking with you to determine how we may best solve your needs.
