|
|
Getting the "Right" Tax Consulting Advice There are two types of tax consultants. Those who are right...and those who wish they had been right! Our firm takes great pride in our policy of "measuring twice" and "sawing once!" We try to document each decision we make to benefit our clients, maintaining thorough backup material in case of audit or later questioning by the IRS or other taxing authority. Also, we are never afraid to bring in other tax experts and work regularly with a CPA or IRS enrolled agent whenever necessary. Our tax consulting services normally are associated with our overall financial "makeover" we develop, once we have received a proper "snapshot" of your financial position. In many cases, the financial strategies we recommended to our clients are original ideas and concepts that no other advisor has taken the time to think up. Whenever they are original, we always bring in another expert for verification, study, and approval before they are implemented. Additionally, we ALWAYS provide the proper education to our clients prior to implementation so they fully understand the details as well. This type of mutual consent, coordination, and client education prior to implementation is rare, but helps assure all parties concerned that the agreed upon financial strategy has the best chance of success and support. What about fees? Be sure to look for the "on-line" discount for service orders that are prepared while in our site! Click here to order now! Or, please call, write or e-mail us with any questions you may have in this area. |
