Business Tax Planning | Financial Planning | Palmerston Group

Better Outcomes, Better Life for the CPA

✅ Do Much More for Best Clients
✅ Earn More Revenue from Fewer Clients
✅ Delegate: Less Time with B and C Clients
✅ More Security – Eliminate Client Retention Risk
✅ Robust Organic Growth Platform
✅ More Time for What Is Most Important in Life

CPA Trust Unlimited is a service of Palmerston Group Advisors. It uses Palmerston’s “Team of Experts Planning” approach to free CPAs to focus on their best clients. We have done extensive work to create a deep team of outstanding independent experts who cover critical niches of the tax code. We deliver that team’s comprehensive knowledge directly to the CPA while significantly freeing up the CPA’s time. The CPA retains control throughout; ideally, the relationship with the client should never leave the CPA’s hands.

We also help CPAs access expertise and continuing education in areas such as leadership and relationship training. It is the strength of the CPA-client relationship which earns the CPA the permission to deploy all these valuable skills on behalf of the client. Building trust first is an essential part of the strategic process and it’s why we call the service CPA Trust Unlimited.