My goal is to be regarded as one of America’s top tax planners advising those who want to be successful throughout the United States. Proactive future focused tax planning.
As a Big Bad Bean Counter, I know that I bring a lot more to the table for my clients. Here is a list of my minimum standards and commitments:
Extremely Proactive – Exploring options beyond a past focused tax preparation in order to lower taxes.
Convenience – available for existing clients after normal business hours, weekends or when it is best for them.
Competitive – We are reasonably priced and truly earn our revenues. No one does more for less; considering our distinguished standards.
Transparency about fees - no surprises to clients.
Accurate and efficient bookkeeping and accounting.
Ability and willingness to explain things the way our clients understand; instead of using industry jargon.
Up to date and latest technology - available online, anytime and eliminating the hassles of tax filings and bookkeeping.
We Stand Behind Our Work - Satisfaction Guaranteed.
On a personal note, I am a devoted husband and a great father. I balance my work and family to make sure I am still a great dad for my child. We are quickly growing and on our way to the American upper middle class. When I am not working or spending time with my boy, I research and study business, finance, and I follow politics. I like to analyze the economy, fiscal monitoring policy, skyrocketing US national debt, worldwide pension and retirement crisis as well as the U.S. Treasury bond yield curves. I am active in trend analysis and I make better decisions for my family and provide better guidance for my clients!
My clients are fortunate for my unique package of work and industry experience. This knowledge allows me to understand and consult on businesses and understand personal finance. I have worked in the real estate finance industry, insurance, banking, public accounting and now the local government. Some of the special value-added services my clients appreciate, include:
Major asset acquisition consultation, such as purchase of a home
Tax Diversification and Allocation
Work Terms
We support you when you are not too busy. Our peak working hours are 4pm to 9pm, Monday to Friday. 9am to 7pm Saturday and Sunday. We accept electronic payments via check or credit cards. We offer bundle discounts. We package insurance, financial services and tax planning to increase savings, lower taxes and to create a lifetime income.