Financial Services For CPA's

Accountants

Your Focus is Numbers.
We’ll Handle the Rest.

Larson exists to be an extension of service for CPAs all across the country by providing a team to expand services offered through the accounting firm.

What Can Larson do for you?

Through revenue-sharing arrangements and full integration into our tax firm, Larson seeks to empower accountants to deliver more value-added opportunities for their clients. By supporting some of the back office and administrative services needed to operate a wealth management division and experts in various fields like real estate, insurance, and alternative investments, Larson has partnered with many accountants to fulfill their mission of serving their clients by being a one-stop financial resource.

“It’s not about what you make, but rather about what you keep.”

– Paul Larson, CEO

This statement speaks directly to why accountants are one of the most trusted resources of a client. Accountants seamlessly navigate the world of tax planning and are vital to the financial success of our client’s portfolios.