Foley & Giolitto CPA, PLLC
About
Foley & Giolitto CPA, PLLC is the first financial advisory firm to focus exclusively on saving our clients real money. We do everything different than a traditional CPA would, because we believe there is a better way to provide financial advice.
We specialize in building tax and wealth strategies for business owners and real estate investors. We often save our clients thousands of dollars through highly sophisticated approaches to tax and wealth planning.
We are highly passionate about saving our customers as much money as possible when it comes to tax savings and building a retirement portfolio that can withstand the test of time.
We are so passionate about that goal that is encompasses everything we do. We put 100% of our energy into everything that will generate returns for our clients and spend 0% of our time on everything else.
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Frequently asked questions
What is your typical process for working with a new customer?
We offer a complimentary no obligation review of up to 3 years of past tax returns to identify the extent to how we can help our customers save money.
Most of our customers save anywhere from 3 times to over 20 times our fees, resulting in a return on their investment with us of several hundred to several thousand percent.
What education and/or training do you have that relates to your work?
Our breadth of knowledge is virtually unmatched in our industry. We have advised on individual tax situations with over 100 distinct investments and real estate properties, corporate and partnership returns involving filings in all 50 states, and international tax issues in several foreign jurisdictions.
Do you have a standard pricing system for your services? If so, please share the details here.
Yes. We discuss an estimated fixed price for our services during our complimentary consultion.
How did you get started in this business?
We started helping individuals and business owners with tax filings and tax planning because we wanted to help small businesses who did not have the resources to engage highly paid professionals.
We continue to service this same segment, but we found out that we are very good at saving money on taxes with our strategies and with our intense focus on just that.
Today, we put 100% of our efforts into saving real money for our customers so they can walk out of our office with far more money than they came in with.
What types of customers have you worked with?
All types of businesses, but our speciality is working with professional service businesses and owners of commercial and residential real estate.
Describe a recent event you are fond of.
In 2018, we saved a customer of ours over $60,000 with our complimentary review.
We have saved several of our customers over $20,000 each in these reviews, but that $60,000 was a big milestone that we are confident we will break again in the future.
What advice would you give a customer looking to hire a pro in your area of expertise?
Go with who cares the most. There are many knowledgeable people in our industry, but most do not go the extra mile to fight to save their customers money.
Most CPA's will simply take the easy way out and prepare returns, asking few questions, because that is the quickest and easiest way to get the job done.
In our experience, we find the best tax savings by keeping an intense focus on just that and following through all the way, until there is absolutely nothing else we can do to save money for our customers.
What questions should customers think through before talking to pros about their needs?
Everyone should know their accounting system and how they keep records. All customers should be able to gather applicable financial data for the current year and prior years to review.
It is the professional's job to work with that data, but for the professional to work the best, the data needs to be available.