Optimizing your experience...
Optimizing your experience...
CPA Coordination
A conservative coordination page for CPAs serving business owners, healthcare operators, plan sponsors, and complex families. I focus on fiduciary investment process while you remain responsible for tax advice.
I believe better decisions happen when investment, tax, legal, and business advice are clearly coordinated without blurring professional roles.
I can coordinate around investment decisions that may affect tax planning while leaving tax advice, return preparation, and final tax judgment with the client's CPA.
With client authorization and a defined engagement, I can share investment-related information that may be relevant to your planning conversations.
I do not prepare tax returns, provide legal advice, or replace the client's CPA. The goal is clean coordination and clear scope.
Quick intro call to understand your practice and client base
When a client needs investment help, make an introduction
With authorization, I coordinate around investment-related planning context
Roles, fees, conflicts, and scope stay documented for the client
CPA-facing resources should be compliance-reviewed before use with clients. The prior tax guide is currently held for review.
Draft resource covering investment-policy coordination, documentation cadence, and questions to ask before year-end.
Compliance review required before publication
Prefer email or phone? Reach Aurea at contact@aureainvestmentsco.com or (414) 236-6960 ext. 800.
Aurea Investments is an investment adviser registered in Wisconsin and Illinois. I am a fiduciary when providing advisory services under a written agreement.
Aurea does not pay or receive referral fees, solicitor compensation, or other compensation for client introductions to or from CPAs, attorneys, or other professionals. Coordination occurs only with client authorization and a defined engagement.
Questions? Reach out directly:
contact@aureainvestmentsco.com