Bring value to your clients
Kotini & Kotini is a non-traditional, proactive planning firm built to enhance the value CPAs offer their clients. We specialize in Wealth Management, Risk Management, Business Advisory, Legal Services, and Advanced Tax Planning.
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We do not file taxes- this is where you come in!
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Our role is to complement your work, not compete with it.
What we offer cpa's
We collaborate with CPAs to add value by delivering comprehensive, holistic solutions tailored to the unique needs of each client. Our Proactive Planning approach centers around:
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Tax Mitigation strategies designed for results, on average saving clients 10-40% on federal and state taxes
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Collaborative Planning that enhances proactivity, leading to client retention and satisfaction
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Custom Advisory Teams to support your client’s evolving needs​
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Legal and Financial Integration under one roof for efficiency and clarity
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White Label Service is available to qualifying partners- bring the best services possible through your company
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Why Partner With Us?
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By working with Kotini & Kotini, CPA's gain access to a seasoned planning firm focused on creating measurable value—not just in finances, but in relationships, peace of mind, and strategic alignment. Our innovative and consultative process empowers you to offer deeper value without taking on more workload.
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In short, we help accountants, like yourself, deliver more value to their clients by offering holistic and proactive planning, helping them become the “go to” person for all their clients personal and business needs.
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Let’s Work Together
Whether you’re seeking a partner to handle complex planning needs or aiming to bring new resources to high-net-worth clients, we’re here to help you stand out. Wondering if your organization could benefit from our services? Email Connect@kotiniandkotini.com today to schedule an introduction!
Explore the art of the possible
The Team Based Model
Our Team Based Model allows us to add value to clients in the multiples- let us do the heavy lifting work with our specialists to create a holistic plan for your clients future. The model is designed to create a comprehensive "one-stop shop" experience for your client- while reducing your workload.
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Virtual Family Office Specialists
When we work together as a virtual family office, we have the unique opportunity to bring the best of the best across the nation directly to our clients, providing value in the multiples.
The Art of Collaboration- "By “stopping the war between two tribes,” coming together, and mastering “the art of collaboration” you can “reinvent yourself” and “look different”. You will have an “unfair advantage” over your direct and traditional competition. “Birds flock, fish school, and people tribe.” You can enter the high performance world where it's no longer only about “I or me,” and instead, you can start to say; “Together, we're great!”"- Anton J. Anderson, Author, The Art of Collaboration
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