FAQs
- What is your typical process for working with a new customer?
We offer an initial complementary, no-obligation, consultation to help us to better identify proven tax-smart strategies, options and solutions that deliver real value for the professional services needed based upon their particular goals and situation. We will also perform a complimentary diagnosis and thorough analysis of prior filed tax returns to identify mistakes or missed opportunities where strategic tax planning can yield significant savings every year. In addition, our Professional Tax Resolution Experts help clients evaluate their situation and consider options. Frequently, resolution has been achieved even when they believed that other possibilities were no longer available. OUR MISSION: Sharing Solutions that deliver real value.
- What education and/or training do you have that relates to your work?
To avoid missed opportunities, a complimentary monthly electronic newsletter is offered to subscribers. The TAX TIPS NEWSLINE, provides comprehensive continuing education and timely insight on a wide range of taxation issues including latest updates and changes to tax codes and how to apply them. In addition, we publish and email numerous WHITE PAPERS on many topics including tax-reduction opportunities. We have also gained specialized experience working with numerous resident aliens and U.S. Citizens working offshore and holding foreign assets and collecting/reporting their offshore earnings to help them meet compliance disclosure requirements, as well as audit defense.
- How did you get started doing this type of work?
After working in traditional accounting firms which involved mostly tax return preparation while also learning how affluent taxpayers handled similar business and investment strategies for wealth-building, asset protection and retirement goals. High-income earners learn early on that it is good business to find the right experts to do some of the crucial tasks that affect the bottom line. It became our goal to become masters at navigating the intersection of income preservation and tax compliance. With the right expert in tax planning, earning high income is not synonymous with paying high taxes. The importance of an experienced tax professional trajectory evolved to helping all clients with strategic tax planning. Many of these clients were entrepreneurs seeking their American Dream opportunities that were available to them in this free enterprise economy, as well as, professionals and investors. PROVIDE CLIENTS WHAT THEY WANT & VALUE. Most clients are focused on finding those missed opportunities by using an proactive strategic tax planning approach, that was what most clients also wanted and valued the most. They were and continue to be willing to use the appropriate tax incentives, including both federal and state tax credits and special deductions to grow their wealth while also taking the necessary steps to protect assets. This process begins with defining goals and achieving financial strength and implement tax-smart strategies, options & solutions. The right tax strategy helped them to build true wealth because they could deduct hundreds of everyday personal and business expenses while building equity in nearly every occupation including rental real estate investors.