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.

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.”

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:

“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

  • Reduce the risk of losing clients by being more proactive
  • Provide more value and increase client satisfaction
  • Reduce the risks that come from referring clients to third parties
  • Increase organic growth by giving clients a story worth sharing with family and friends
  • Expand the "brain-trust" by working with some of the country’s best specialists

Business Owners

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.

Want to see what real tax planning can do for your situation?


Carolyn Muccioli 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.

Carolyn Muccioli holds her Health and Life Insurance licenses along with Certified Long Term Care designation. She has been in the financial planning industry since 2008. She is a Mastermind member of Elite Resource Team providing nationally known specialists to CPAs. Her relationship with CPAs is providing proactive and holistic solutions to CPAs’ clients making the CPAs look like extraordinary heroes.

As an independent wealth manager, Carolyn serves high income and business owners in the following:

  • Annuities and Life Insurance
  • Business Continuation Planning
  • Business Succession Planning
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Portfolio Analysis
  • Business and Individual Tax Planning
  • Tax-Sensitive Investment Analysis
  • Health Insurance Planning



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Cell: 508-813-2929

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