James R. Fisher, CPA/PFS, Certified Tax Coach
About this pro
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. 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.
- What advice would you give a customer looking to hire a provider in your area of work?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.