Tax Professionals

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.”

As leaders of successful companies, organizations and industries it’s our duty and privilege to use our good fortune and experience to help our team members improve their lifestyles. Simplicit Financial is excited to share financial coaching, solutions and strategic execution to our dedicated strategic partners. Please explore our resources and don’t hesitate to contact us regarding any thoughts or questions.