CPAs and EAs

Working closely with CPAs and EAs to better serve our shared clients

Certified Public Accountants (CPAs) and Enrolled Agents (EAs) have earned a position of trust with their clients by providing objective advice. At Bucholtz & Germo, we work hand-in-hand with our clients’ tax professionals to expand the services they are able to provide their clients. Here are a few of the services we provide:

Free "Key to Social Security Report"

Do you get questions about when to claim Social Security benefits and all the ins and outs of the program? The elections your clients make can have a lasting impact on their financial resources. And with recent changes, it's very difficult to "undo" a poor decision. We remove the guesswork from Social Security with our free “Key to Social Security Report”. With only a copy of your clients’ Social Security statement and the answers to a few basic questions, we provide a personalized report with step-by-step instructions to help your clients get the most out of Social Security.

Priority Response Time

We understand how busy you can be, especially around tax time. We work to return phone calls from tax professionals within an hour and then provide a timeline for when you can expect to receive any additional information you need from us to complete your work for your client. We are also happy to answer general investment questions.

Business Retirement Plan Consultations

We assist tax professionals with small business consulting and help to find the right solution for businesses’ retirement plans. Both business owners and their employees want to know the best way to prepare for their eventual retirement. It is critical to not only meet the owners’ retirement goals, but to also cost effectively provide a method for employees to save for retirement. We will evaluate the business' needs and find the right solution for a retirement plan. We keep you involved and informed so you are able to expand the solutions you offer your clients.

Annuity Reviews and Cost Reduction Strategies

Do you have clients that own annuities? Annuities are some of the most technical investments out there (read: confusing). Annuities are an investment wrapped in an insurance contract often sold by a commissioned salesperson who does not provide any ongoing service. Sounds like a potential problem! We can perform an analysis on the annuity contract, help your client to understand what they own, how much they are paying for it, any benefits they may not be aware of, and if there are better options available to lower the cost or provide greater benefits. Our research and recommendations are based on the best interest of the client and we communicate with you to make certain you are in agreement with possible action.

Investment Management Alliance Program

Through our alliance program we have the ability to share a portion of investment management fees with referring accountants. Contact us for more details about our unique program.

Continuing Education Classes and Credits

Want to learn about something to benefit your clients? We offer CE classes on-site at our offices or yours on subjects like: Using Roth IRAs Creatively, Choosing the Right Retirement Plan for your Business, Life Insurance & Annuities: How to make Lemonade out of Lemons, Social Security Basics, How to Build a Retirement Income Plan that Works, as well as many others. For more information, click here.

Tax Time Rescue Packages

We provide vital nutrition around tax crunch-time for our tax professional partners! Can't get home for dinner? No worries, just crack into our Emergency Snack Pack and enjoy!