It All Starts With A Proactive Tax Planning Team
The CPA Team Based Model unites tax and business planning specialists to create better results for everyone involved.
It’s that simple.
Reduce the risk of losing clients by being more proactive
Expand the "brain-trust" by working with some of the country’s best specialists
Increase organic growth by giving clients a story worth sharing with family and friends
Provide more value and increase client satisfaction
Reduce the risks that come from referring clients to third parties
There’s Been A Dramatic Shift
As the AICPA put it, CPAs are now expected to be their clients' “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.”
72% of Business Owners Left Their CPA Because They Only Received “Reactive Services”
In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it.
The CPA Team Based Model is designed to help accountants:
Are you a successful business owner and totally frustrated by the amount of taxes you pay every year?
The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the “right” deadlines to keep you out of trouble. But then they call it a day.
Are you confident you’re taking advantage of every tax break you deserve?
Tax preparation and doing the company's financials (compliance work) is not a substitute for tax planning.
Tax Professionals
“I love what you guys are doing. Keep up the great work!”
–Ronald Baker, Author of six best-selling books, including, Measure What Matters to Customers and Firm of the Future
“You’ve hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you.”
–Salim Omar, Author of The Ultimate CPA Practice in the New Economy
Business Owners
Want to see what real tax planning
can do for your situation?
About
Daniel is the President and Founder of Wealth Preservation Advisors Inc. in Palm Desert, CA. and Prescott , AZ. Born and raised in the Seattle-Tacoma, WA area, Daniel served in the United States Coast Guard from 1967-1971. In 1973, Daniel founded his financial planning practice. He moved from the Seattle area to the Coachella Valley in June 1987 and established an office in Prescott, AZ in May 2014.
Daniel is a Chartered Financial Consultant and a Chartered Life Underwriter for American College, Bryn Mawr, PA. Daniel is an Investment Advisor Representative, Registered with Horter Investment Management, LLC, a Registered Investment Advisor. He is also Registered with the Securities and Exchange Commission and the California Department of Securities. California Department of Insurance License #0703000. Wealth preservation Advisors, Inc. and the Elite Team and the CPA team based model are not affiliated with Horter Investment Management Inc.
Daniel lives in Palm Desert, CA and Prescott AZ with his wife and youngest son.
As an independent Financial Advisor, Daniel serves high-income and business owners in the following areas of expertise:
-
Annuities and Life Insurance
-
Business Continuation Planning
-
Business Succession Planning
-
Comprehensive Financial Planning
-
Estate Planning
-
Investment Portfolio Analysis
-
Tax Planning
-
Tax-Sensitive Investment Analysis
-
Qualified Planning
CONTACT
Daniel Lewis
OUR ADDRESS
Wealth Preservation Advisors Inc.
73-660 Highway 111, suite 1
Palm Desert, Ca. 92260
Office: (760)-360-8922
Email: dlewisfinconsultant@gmail.com
_______________________________
Wealth Preservation Advisors Inc.
1129 West Iron Springs Road
Prescott, AZ 86305
Office: (928)-514-6839
Email: dlewisfinconsultant@gmail.com
To request your strategy session, or for general inquiries, please fill in the following contact form:
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Daniel R Lewis Wealth Preservation Advisors Inc. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.