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?


Dave B. Doerr helps accountants and business owners by educating them on the basics of advanced planning, leading them through a process to identify planning opportunities, and providing them with a team of the country’s top specialists to help along the way. Ultimately, this allows the best solutions to get done in the most efficient and risk-free system available.

David holds the Chartered Financial Consultant and Chartered Life Underwriter designations. He has been in the financial services industry since 1976 and his industry recognitions include Life Membership in the Million Dollar Round Table, earning both Court of the Table Honors and Top of the Table Honors.


As an independent Wealth Manager, Dave 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





619 Calle Paula, Solana Beach, CA92075 

Office:  858-369-0871

Cell:  858-395-4240


To request your strategy session, or for general inquiries, please fill in the following contact form:

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