We develop innovative tax strategies designed to optimize client outcomes and long-term success. Our financial planning integrates tax, investment, and estate considerations for a truly comprehensive approach. We stay ahead of evolving regulations by advancing best practices in multi-state and international compliance. By adopting cutting-edge technology, we enhance accuracy, efficiency, and the overall client experience.
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We apply holistic strategies and financial planning that go well beyond basic tax services.
Our services include but are not limited to tax planning, business advisory, entity structuring, forecasting, and estate planning. See the services section.
Our advanced strategies include asset protection, income deferral, charitable giving, and identifying often overlooked credits and deductions.
Our clients include high-net-worth entrepreneurs and executives with complex financial structures, and businesses, professions, and industries ranging in variety and scale.
Our three-step process includes discovery, personal planning, and precise execution with proactive support through every key financial milestone.
You'll begin with an in-depth consultation and financial discovery process. From there, we build a strategic roadmap with full transparency and support.
We start with a comprehensive review of your financial picture and goals, then design bespoke strategies tailored to those unique goals.
We proactively monitor federal, state, and international tax laws to ensure our clients remain compliant and stay ahead of regulatory changes.
We provide uniquely sophisticated services and competitive benefits. Even experienced professionals are surprised how much they can learn working for us.
"David Cutler Accountants + Advisors", an independent member of the Crete Professionals Alliance, is the brand name under which David S. Cutler, CPA, PC and David S. Cutler, CPA, PLLC (collectively referred to as “DSC CPA”) and Cutler Advisors LLC d/b/a David S. Cutler Advisors (“Advisors”) provide professional services. DSC CPA and Advisors practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. DSC CPA is a licensed independent CPA firm that provides attest services to its clients, and Advisors provides tax and business consulting services to their clients. Advisors and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the David Cutler Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the David Cutler Accountants + Advisors brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by DSC CPA and Advisors.
Any U.S. federal tax advice contained on this website is not intended or written to be, and cannot be used by any taxpayer, for the purpose of (i) avoiding U.S. tax penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. The information provided here is broad in nature and is not meant to address the specific circumstances of any one person or organization. Despite our best efforts to deliver accurate and timely information, there can be no assurance that it is accurate as of the date of receipt or that it will remain accurate going forward. Without seeking the proper professional advice and conducting a full analysis of the specific circumstances, no one should act on this information.
