Q. What advice do you have for a customer looking to hire a provider like you?
A. First it is very important to have your books in order and to keep compliant. Many accountants can help you do that. However, if you want to pay the least amount in taxes, you need a plan. A personalized tax plan will structure your business and affairs so you keep more of what you make, quantify this and provide documented proof, and in many cases create less audit risk. Find a provider, usually a 'Certified Tax Coach' credentialed CPA, who can work with you to pay the least amount of tax and coach you through your accounting and tax issues so your records and documentation are "audit-change" proof. Having a written, documented plan from a CTC will provide peace of mind and tax savings.
Q. If you were a customer, what do you wish you knew about your trade? Any inside secrets to share?
A. That there are literally thousands of dollars that businesses overpay because they have been lead to believe all tax prepares are the same and tax preparation is a commodity. The dirty little secret that nobody knows is that your CPA/tax preparer/accountant is too busy doing all the compliance and accounting to specialize in true Pro-Active Tax Planning. Your family doctor most likely refers you to a specialist when you have cancer. Taxes are a cancer, and you need a specialist to make sure you have implemented a tax strategy plan to fight the tax cancer. Your general full-service CPA practitioner, like your general family doctor, just does not have the time or knowledge to do this.
Q. Why does your work stand out from others who do what you do?
A. First, I really don't think there are others that are doing what I am doing in regards to true pro-active tax planning.
I offer guaranteed tax reduction for your small business, personal coaching on strategies and how to make the tax code work for you so that you get the most IRS approved documented deductions you are entitled to.
If its general accounting and QuickBooks, I have the ability to quickly and accurately help you with a system that works for you. I have fixed and simplified the recording and reporting for many QuickBooks users that the bookkeeper/accountant/CPA just was not using the system the way it was meant to be used.
Q. What do you like most about your job?
A. I have decided to take the time to acquire more knowledge and skills to perform true pro-active tax planning for my clients. This is very rewarding. I uncover tax savings opportunities that no one has ever told them about, resulting in averages savings of $5,000-$10,000.
This is money these business owners where wasting on Uncle Sam when now then can use to fund their children's education, or their retirement, or secure their financial future. It's pretty rewarding when I know I was able to make dreams come true and free up that money they were needlessly overpaying in taxes.