YOU’RE BUILDING MORE THAN JUST A BUSINESS;
YOU’RE ESTABLISHING A LEGACY
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LET’S BE HONEST: YOU’RE HIGHLY EDUCATED AND EXPERIENCED IN YOUR FIELD.
But, your expertise does not include tax, accounting, and business law matters. The hard truth is, you have been leaving your business exposed and money on the table for years.
Maybe you’re trying to save money. Accountants and lawyers can be expensive, and you figure your business isn’t all that complex so you can save some money using only software and an annual tax preparer.
Maybe you’ve tried to hire tax and legal support before, and it didn’t work out. Or, you’re already engaged with a firm and not getting any tangible value from the fees you’re paying. You’ve spent thousands of dollars in professional fees only to pay tens of thousands out in taxes. It doesn’t feel like a good investment.
Maybe you’re nervous to show someone else the full financial picture of your business. You know you want to improve your bottom line, but your spreadsheets are a mess, and your revenue isn’t where you want it yet.
Whatever your reasons, it’s time to move past them. Our team of CPAs, MBAs and attorneys work collectively with one goal in mind; helping your work produce wealth. With our guidance and some smart planning and execution, you and your business are poised to create the multi-generational wealth that legacies are built on.
Click the button below to schedule an initial connection call with us so we can get to know you and your business, and you can get to know us.
What’s Waiting for You with NextGen?
The average medical professional, real estate investor, or professional service provider joins the 93% of Americans who are overpaying in taxes. But you’re not content with just being average.
Our clients are far from average. They are legacy builders. They rank in the top 7% of the country and are experiencing consistent growth, enhanced financial security and massive tax savings.
How? They made their next move with NextGen.
We are your trusted partner for tax preparation and tax strategy. We go beyond regular old bookkeeping and analyze your numbers and create projections – while also tracking spending and expenses. We eliminate costly legal mistakes and ensure your business is structured properly so that your assets (business and personal) are protected.
When we say partner, we really mean it. We function like your CFO that’s in the office next door. We know your legacy building needs consistent communication, timely feedback, and forward-thinking, solution-focused support. Our clients enjoy monthly Board of Brillance meetings where your CPA, MBA, and attorney present a power packed review of your company performance, potential issues, and opportunities.
Translation: We. Build. Legacies. And, we can help you build yours too.
Sound like a high bar? We live up to it. Our clients, and the financial community alike have taken notice. In February 2023, our managing director became a monthly contributor for Forbes Magazine sharing tax insights and expertise for driven entrepreneurs. In August 2023, we earned a coveted spot on the INC. 5000’s list of fastest-growing private companies. And, in October 2023, we celebrated 6 years as a firm by launching our 4th office location in Overland Park, KS. And we are just getting started. Our story stands in the shadow of the stories of our clients. Learn more about the client experience at NextGen from our legacy builders in their own words.
Testimonials
★★★★★ Rated 5 out of 5
We hired NextGen for tax planning and tax preparation. After our first meeting with the NextGen team, we knew we had made the right choice. They are organized, efficient, and highly professional. Everyone on the team is an expert and that made us feel not only empowered around our finances, but also relieved to have such a great team on our side!
Meg Myers Morgan,
Myers Morgan Business Coaching
★★★★★ Rated 5 out of 5
Hands down the best decision I ever made to support the growth and success of my business was to engage with NextGen Tax for tax planning services. Initially I started my business as a solopreneur and today, thanks in part to NextGen, I’ve now got 5 of us on payroll and 2 locations…with more to come. While I’m an expert in my field, I’m definitely not an expert in tax. They dedicate as much time to developing their team’s tax expertise on a regular basis as me and my team do in employment regulations and human resources strategy. In just my first year with NextGen Tax alone they saved me $12,000! I consider them fundamental partners in my business, helping me achieve my long term business and personal goals. I wouldn’t trust anyone else.
Penny Horton,
Who’s your HR?
★★★★★ Rated 5 out of 5
NextGen has grown with me as my business has grown. They implement different strategies to help us be able to save money which we can give back to our employees. That takes away stress so I can focus on my patients’ care. I am working with NextGen for my next generation.
Kenneth Reed, MD
Advanced Pain of Tulsa
★★★★★ Rated 5 out of 5
NextGen allows me to outsource accounting, bookkeeping and it gives me a lot of freedom in my business and trust that I can outsource that to them. Legacy means to me means things that happen beyond you. The impact I would like to have specifically in Tulsa is to encourage women to invest in real estate, but mostly to invest in themselves. I’m working with NextGen for my next round of freedom.
Stephenie Orr
Triangle Home Solutions
Clients like these invest an average of $3,000 a month in our services and save at least $100,000 annually. Book a quick, connection call with us to get your customized quote and a follow-up consult with your projected year 1 savings.
Just click the button below to get on our calendar.
MEET NEXTGEN, WE’RE BUILT FOR THOSE WHO BUILT THEMSELVES
Our firm is redefining the outsourced service model. We are a tech-forward firm with a dedicated team of professionals and tailored services custom fit to your needs. We know a one-size-fits-all approach doesn’t help you. You need a strategic partner who understands you, your business, and your long-term goals. One that recognizes you are poised to be the first millionaire in your family and you need to make the right moves to make sure you’re not the last. You need NextGen.
For us at NextGen, it’s all about helping you make (and keep) the most of your money. We do that by taking the complicated, pull-your-hair-out parts of leading a business off your plate.
You don’t need to Google tax law or figure out how to balance your books. You don’t need to figure out which legal entity is best for your business or worry about whether you’re fully protected. And you don’t need to feel stuck or lose sleep wondering what’s the next right move to make.
At NextGen, we’re in it with you. We are committed to getting you the best outcomes, while also playing by the rules.
Listen … big businesses build their legacies on strategic tax planning, accounting, and legal structuring. We know because our firm’s leadership served big businesses. NextGen was birthed out of a desire to bring big business expertise to growing businesses like yours. We believe your business deserves that same leg up and together we’ll create the NextGeneration of ultra-successful entrepreneurs.
Led by Cindy McGhee, a seasoned CPA with a master’s in accounting and over 20 years of experience in the industry, we take what the titans use every day to elevate your business, too.
Click below to schedule a quick, connection call with us to get our expert eye on your business and your numbers and learn how to use big business blueprints to boost your bottom line.
Here’s one other thing...
We know hiring a new CPA firm can feel risky. This is not a move that can be taken lightly. When you think about all the moves you’ve made to get to this point in your career, they all had some risk. But, you still chose to apply to medical school, or purchase that first investment property, or quit the job and start your own professional services business. Your story is full of calculated risks and each one has gotten you to the level you’re on now. We want to invite you to make your next move with us.
You noticed the monopoly references throughout this page. You’ve played the game. You know winning means rolling the dice, hoping to hit the right places at the right time, investing in the right properties, avoiding jail, and that awful luxury tax square. Imagine throwing the dice and getting the exact outcome you need every time. Envision moving around the board building more and more each time you pass GO. Picture never paying the luxury tax and more importantly never going to jail. That’s what it’s like doing business with NextGen by your side. Simply put, with NextGen, we help you win (again and again!)
You’ve read this far because you know this is for you. Click the button below and let’s build your legacy together.
