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The Piascik Principles.

PIASCIK Principles

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Page 1: PIASCIK Principles

The Piascik Principles.

Page 2: PIASCIK Principles

Yes, we are CPAs,

but we’re constantly

redefining how we can

help our clients succeed. At

Piascik, it means going beyond

what you’d expect from any CPA

firm. Way beyond. • Delivering

clear, concise and intelligent financial

and tax strategies is the core of what we do.

But it’s the Five Piascik Principles that have

earned us a growing national reputation for

incomparable client service. • Five principles.

One big idea—that the true value of a great CPA

firm isn’t measured by its size, but by the depth of its

commitment to our clients. • We invite you to explore

the Piascik difference. Piascik. Defined. A premier, personalized tax and financial planning CPA firm for a diverse range of international, national and local clients.

A CPA f i rm• Redefined •

Page 3: PIASCIK Principles

Big is good. Smart is better.

“ We interviewed many big-name firms, and Piascik came

out on top. We weren’t looking for number crunchers, we wanted a firm with

strong ideas and the expertise to put them to work. They’re not just a CPA

firm, they’re a powerful asset. ”Paul Suijk / Senior Vice President and Chief

Financial Officer / Cadmus Communications Corporation

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1Somebody once asked the question, “How big can you get before you get bad?”

Good question. He was talking about companies getting mired down in red tape.

About bureaucracy. And about firms that think more about themselves and less

about the client. • At Piascik, we don’t think big is bad. In fact, our management

team has “Big Four” experience. We’ve earned our credentials at some of the

best CPA firms in the world. Our goal has been to fuse this expertise with an

unparalleled level of client service. We think it’s a better way to do business. And

so do our clients. • Our standards are very rigorous. We hire the best and treat

every client—from large corporations to individuals—as if they are our only client.

Smart? You bet.

Page 4: PIASCIK Principles

Proactive is a verb.

“ Sometimes I think Piascik coined the term proactive.

They are constantly thinking about ways to make your business work better. They

recently recommended a cost segregation study that accelerated our corporate

depreciation deductions by over $275,000. ” Joey Stevens / Vice President / Director of Operations / Techma USA, Inc.

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2At Piascik, being “proactive” isn’t just today’s buzzword, it’s how we work. We believe

that a sure way to miss success is to miss the opportunity. That’s why we are constantly

looking for new ways to minimize taxes and maximize your wealth. • Our philosophy

is to act, not simply react. We call clients monthly to listen to their needs, not just when

their annual tax returns are due. We offer every client advanced tax planning—an

approach that results in thousands of dollars in savings each year. • We don’t simply

give you “off the shelf” or “canned” advice. We take the time to understand your business.

We anticipate your needs. Defuse problems before they happen. And most importantly,

we focus on those strategies that will have a measurable impact on your financial

situation. • Now isn’t that the kind of dedication you deserve from your CPA firm?

Page 5: PIASCIK Principles

Access = Success.

“ Great ideas don’t have a time clock. Piascik is always

available, always in touch. I’ve worked with many firms over the years, and

when it comes to dedicated client service, Piascik has raised the bar. ” Dick Strauss / Former Chairman of the Board / Dick Strauss Ford

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3Is it really that simple? • Conventional wisdom says there’s no easy formula

for success. But at Piascik, we’ve never taken a conventional approach to client

relationships. That’s why we place as much emphasis on good communication as we

do every other aspect of our business. • It means we treat every client as a preferred

client. Phone calls and e-mails are returned promptly. Questions answered. Ideas

exchanged. And the best solutions found. In fact, our clients tell us they sense the

responsiveness of Piascik at every point of contact. • What’s more, we don’t nickel

and dime our clients, because we offer routine tax consulting to every client at no

charge—everyday. We don’t have a 9-to-5 mentality, so when you have questions,

problems or just need a sounding board, we’re always available.

Page 6: PIASCIK Principles

Is it possible for a company to be all things to all clients? We hope not. Because by

trying to focus on everything, companies can lose sight of what really makes them

truly valuable to a client—genuine expertise. • By design, Piascik has evolved into

a successful firm by concentrating on our core strengths and experience: Private and

Public Companies, International Businesses, Pro Athletes, High Net Worth Individuals

and Medical Professionals. • We also provide specialized services you typically

won’t find under one roof. Like Cost Segregation studies—a strategic tax tool that

allows companies to increase cash flow by accelerating depreciation expense for

commercial properties. And the Piascik PassportSM—a unique program that helps

companies quickly establish a business entity in Virginia. • Looking for a CPA firm

that’s a perfect fit for your business or financial situation? Try us on for size.

One size fits all, usually doesn’t.

“ Piascik has a great reputation among pro ball players.

Recently, they saved me $98,000 by amending a federal tax return done by another

firm—one that didn’t have Piascik’s expertise. As far as I’m concerned, Steve and his

team are in a league by themselves.”Cory Alexander / Professional Basketball

Player / Denver Nuggets

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Innovative. Dynamic. Enthusiastic. We are talking about CPAs, right? At Piascik,

you won’t find stereotypical accountants thinking equally rigid thoughts. Instead,

you find a partner who’s tirelessly looking for new ways to make your business or

personal finances work better. • So, what do we bring to the table? Experience.

Integrity. Teamwork. High professional standards. And a deep-rooted belief that

collaboration can yield incredible results. It’s the same thing we expect from our

clients. • We think merely being a service provider isn’t enough. We want to be

a true partner. Ultimately, we want to be a catalyst for positive change. So, if your

situation calls for it, we also seek out collaborative relationships with other key

professionals, from attorneys to venture capitalists. • Quite simply, we value our

partnerships. Maybe that’s why so many clients stay with us for so long.

Partnership makes the relationship twice as valuable.

“ I was having a difficult time selling my company when

Piascik suggested that I sell to a venture capitalist. Steve

negotiated and enhanced the price of the sale to double of what had previously

been offered. I was amazed. His expertise won the day. It simply wouldn’t have

happened without him. ” Joan Percival / Former Owner of Car Pool, Inc.

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Page 8: PIASCIK Principles

BUSINESS ADVISORY AND CONSULTING

Our CPAs have substantial experience in helping

companies grow — from start-ups to large

corporations. Key areas include:. Choice of Entity for Starting a Business. State and Local Tax Filing Requirements. Financial Projections. Payroll and HR Questions. Issues to Consider when Buying or Selling

a Business

PROFESSIONAL ATHLETE TAX PRACTICE

We provide specialized accounting, tax and

financial planning services to professional athletes

and their agents. We help perform monthly

financial budgets, develop tax minimization

strategies and tailored financial plans.

SELLING COMPANIES

Piascik routinely represents sellers and buyers

of businesses in both the United States and

internationally. We have a proven track record

for negotiating the sale to benefit all parties.

THE PIASCIK PASSPORTSM

Developed by Piascik, this unique program helps

companies smoothly and quickly establish a

business entity in Virginia. Our goal is to streamline

the process of creating a business entity and finding

a suitable location for your company as well as

living accommodations for your employees.

PERSONAL FINANCIAL PLANNING

Our Individual Financial Planning Services help clients

meet their current and future financial goals, manage

their individual tax planning and create strategies for

minimizing their current and future tax liabilities. . Estate and Gift Tax Planning. Individual Retirement Planning. Educational Financial Planning. Insurance Analysis and Planning. Multitude of Other Financial Planning

Services and Issues

It begins with our

first meeting and

continues throughout

our business relationship.

It’s about delivering

incomparable client service.

It’s about nurturing strong

partnerships. It’s about unwavering

integrity. And it’s about looking

beyond the expected to the exceptional.

• That’s more than a commitment to our

clients, that’s the Piascik Promise.

INTERNATIONAL TAX

The global economy has transcended geographic

borders and increased the need for international tax

expertise. We draw on our extensive experience in

international tax to assist clients in understanding the

complex tax implications of their global business.. Corporate Organization and Restructuring. International Tax Treaty Analysis and Filing . International Tax Withholding. Federal, State and Local Incentive and

Credit Maximization. Value-added Tax Planning and Compliance. International Customs and Duties Planning

and Compliance

FEDERAL BUSINESS TAX

Our firm prides itself on providing clients with

proven tax minimization strategies, meeting

compliance requirements and implementing

strategies for reducing federal tax expenses.. Domestic Corporate / Partnership Tax. Exempt Organizations. Mergers and Acquisitions. Internal Revenue Service Notices and

Examinations. Corporate Retirement Planning

STATE AND LOCAL BUSINESS TAX

Our State and Local Business expertise helps

companies minimize state tax liabilities and handle an

array of issues from payroll tax to business planning.. Income / Franchise Issues. Business Property Issues. Payroll Tax Issues. Sales Tax Audits and Notices. Business Planning

COST SEGREGATION

This powerful strategic tax tool allows companies and

individuals to increase their cash flow by accelerating

their depreciation expense for commercial properties

and deferring federal and state income taxes.

The Piascik Promise. Tax se rv ices exper t i se.

Page 9: PIASCIK Principles

I n n s b r o o k C o r p o r a t e C e n t e r / 4 4 7 0 C o x R o a d / S u i t e 2 5 0 /

G l e n A l l e n , V i r g i n i a 2 3 0 6 0 / 8 0 4 - 5 2 7 - 1 8 1 5 / w w w . p i a s c i k . c o m