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About
□Tax Reduction □ Retirement Income □ Trust & Estate Planning □ Business Owner Exit Planning □ Tax Prep and consulting □ Estate Consulting Trusts
☆Helping families and business owners reduce taxes, protect assets, and create lifetime retirement income.☆
✔ Tax planning, not just tax preparation
✔ Living Trusts, Wills, Powers of Attorney, and Estate Planning
✔ Retirement income and business succession strategies
Overview
Hired 8 times
Background checked
6 employees
8 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Venmo, and Zelle.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Preparing fin. statements
Entity type
Individual or sole proprietorship
Industry
Technology / IT
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, professionalism, and value.
5.0
2 reviews
5
100%
4
0%
3
0%
2
0%
1
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Abhimanyu V.
Oct 21, 2025
•
Hired on Thumbtack
Met with Mike for an initial call and discussed tax strategy, investment, and estate planning. He is definitely very knowledgeable and provided some insights as to 'what else' I could do with my money to save taxes, get better returns, and keep basically preserving it for future generations
Personal Financial Planning
Anthony O.
Oct 12, 2022
•
Hired on Thumbtack
He helped me so much great guy very knowledgeable and helpful I'm grateful for his guidance definitely great gig
Personal Financial Planning
Credentials
Background Check
Michael Dyal
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
As a fiduciary firm, providing the best solutions for the needs of our clients take priority. Through Thumbtack, Mike is offering a free 30-minute strategy session.
What is your typical process for working with a new customer?
Working with Mike is a partnership with his team in fulfilling your goals and needs with the purpose of improving lives, elevating your lifestyle.
Mike starts with a strategy session to better understand your needs. This allows you to ask questions.
The next step is to begin the plan process to put solutions into place.
Reviewing your goals and needs through the process improves the results.
What education and/or training do you have that relates to your work?
Mike has been published in Forbes. He is a fiduciary advisor and teaches adult education courses in many local colleges and universities. Mike works along side non profit organizations with the mission of increasing financial literacy across the region and country. He has been invited to educate employees and organizations in industries such as Construction, Aviation, Financial Services, Engineering, Agriculture, Health Services, Education. and Public Sector.
Mike is licensed, insured, with designations in financial planning, estate services, public employee pensions, and more.
