After years of working with Independent professionals and physicians, I've learned that most folks are simply too busy to communicate things that will impact their tax liability.  

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In my approach, we built your-round scheduled correspondence as part of our service. 

 

This gives the client opportunities to proactively collaborate with ME, their CPA.

 

This gives us the ability to execute a polished and tax-efficient strategy. 

 

By the time we file their return, there should be no surprises as to the taxes owed or likely refunded. 

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Here are the key benefits to my proven process:

• Friendly to busy professionals

• We coordinate meetings and data collection

• You deal directly with ME, your CPA

• You achieve tax optimization​

• Eliminates large unexpected tax bills

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