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What is an FPA?
Quarterly Management Meetings
Tax Projections
Forcasted Financial Statements
Entity Structuring
Client Relations
FPA stands for Financial Plan Analysis. Its focus is on:
  • Tax Minimization
  • Asset Protection
  • Reduced Audit Risk
  • Entity Structuring
HR & Associates developed the FPA to show clients how we take a proactive approach to improve the structure of their company. We identify new ways to save money in taxes, protect assets and reduce IRS audit risk.

About the report:

What is it and what do you need?
The FPA report is compiled by using 3 years business and personal tax returns from the owners and/or shareholders. The documents are held in absolute confidence by our firm and you will receive a non-disclosure agreement signed by HR & Associates

How long does it take?
It takes about 5-10 business days to compile the report.

How much does it cost?
In order for us to prove our value to your company, our FPA is done at no charge.

How do I get an FPA done for my company?
To request your Financial Plan Analysis use our online FPA request services or e-mail us at
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