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Tax & Business Advisory Isn't New.

The Way We Do It, Is.

Better Approach. Better Outcomes.

 

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Through strategic, tax-focused strategies, we help business owners and higher-net-worth individuals build wealth by keeping more of what they earn.

A Fragmented Industry

Tax Advisory Isn't Working

For generations, CPAs, wealth advisors, business brokers, insurance providers, and benefits managers, have operated in silos, focusing on one aspect of a client’s financial life without considering the broader picture.

The result?  Industry-wide fragmentation has led to business owners and high-net-worth individuals being underserved and at significant financial risk.  Wealth is lost to unnecessary taxes, portfolios underperform, and estates are unprotected. Worse still, most people don’t even realize it’s happening. Trusting instead that their team is operating in their best interest. However, the interests being served are those of the advisors.

At Cunningham & Associates, our mission is to eliminate fragmentation and improve outcomes.

Fragmentation in the financial industry is hurting taxpayers

Keep More Of What You Earn

Reduce your taxes. Increase your cash flow. Build your wealth.

Set up a time to talk with our team today.

Get A No-Cost Assessment
Keep More Of What You Earn
Our Process

From Assessment to Implementation

At Cunningham & Associates, we don't "do your taxes". Can we handle compliance and filing? Of course. However, our true value comes in the strategic plans we develop and our ability to implement those plans. We will help you keep more of what you earn, build your net worth, recognize the full value of your business, and protect your estate so you can pass your wealth down for generations. Our process is simple, efficient, and transparent, and it will deliver both immediate value and long-term results.

Tax assessment

Assessment

It costs nothing to talk to us. Our initial call is a structured conversation about your goals and what is most important to you. We will identify areas of exposure that warrant further analysis. More often than not, we uncover significant opportunities, but if we can't help you, we will tell you. It could be the most important 15 minutes of your week.

 

tax analysis

Tax Analysis

 

Our tax analysis explores all opportunities for tax optimization and reduction. With over 3 decades of experience, we have in-depth knowledge of the tax code and strategies that are often overlooked. Not only will we help you today, but we will set you up for a more tax-efficient future.
financial analysis

Financial Analysis

Our financial analysis includes all the elements of your financial situation. We incorporate our tax findings, look at your compensation and entity structure, insurance, accounting practices, and investment strategy to optimize for tax efficiency.

private tax plan

Private Tax Plan

Our private tax plan is your roadmap to a brighter financial future. The plan includes your tax strategy, tax-efficient investment strategy, recommendations for entity structure, business valuation, as well as exit and estate planning. It is a comprehensive, living document that we will maintain and evolve together as you and your business mature.

Our DNA

Value Driven Relationships

We Are Opportunity Driven

We approach every engagement as a chance to help our clients uncover greater value, expand their horizons, and achieve their goals.

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We Are Easy To Work With

We cut through the noise to deliver straightforward solutions and make the complex simple. Whether you’re a client, partner, or teammate, our processes and communication are designed to eliminate friction.

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We Stand Behind Our Work

If we don’t perform, we don’t get paid—period. Our clients know we’re in their corner, and we share in the rewards of a job well done.

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We Genuinely Care

We invest in genuine relationships with our clients, colleagues, and community. Empathy drives our daily choices; big-picture vision propels us forward.

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Our Work

By The Numbers

5000
+
Clients
6
Billion+
$ Saved
77
%
Of all meetings lead to reduction
Our Clients

What Our Clients Say

"The Cunningham team has a very unique approach…more than anything else, they listened. The team really wanted to understand where I saw challenges and gaps. It’s much more consultative and detailed."

Warren Dietel

Owner, Puff N' Stuff Catering

"They coach business owners to really implement critical strategies…they can look at your operation, figure out your returns, and then figure out the efficiencies that you can implement in order to save money."

Jonas Angus

President, TPE Solutions

"There’s a peace of mind that comes from knowing that the person that is making the advisory recommendations is also going to be the hub to communicate with other entities that I’m working with."

Brian Sump

Owner, Urban Autocare

Tax Tools & Resources

Latest Resources

Whether you're aiming to optimize your tax savings, plan for the future, or boost your overall financial health, our expert insights and actionable tips are crafted to guide you every step of the way. Don't miss out on valuable information that empowers you to make informed decisions for your business or personal finances. Explore our latest articles, guides, and tools today.

Don't Wait, Set Up A Time To Talk With Our Team Today.

Every dollar you pay in taxes is a dollar you won't be able to invest or grow. A 15-minute call could change your financial future.

Get A No-Cost Tax Assessment
Don't Wait, Set Up A Time To Talk With Our Team Today.