The Guardian Group
About
Robert Arndt MBA, EA
Professional Credentials
Due to my extensive level of experience and expertise (shown below) I will provide you with the highest level of Representation:
1. An IRS Enrolled Agent/Tax Expert
2. A Former University Professor of Economics
3. An Affiliate Partner with Tax Defense Network
4. A Credentialed Tax Expert with Intuit Financial Services
5. An MBA in Finance
6. Credentialed Medicare Advisor (Dual Licensed)
7. Author of the book “Understanding Medicare”
8. Walmart Contracted Medicare Consultant
Robert P. Arndt, MBA, EA
The Guardian Group—Tax & Medicare Advisory Services
Cell: 734-444-5149
Fax: 734-571-6786
Email: [email protected]
Sharing my knowledge with people in a way that assists them.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
#1: Establish what I can do for them
Begin by finding out as much as I can about the client. Understand what motivated them to come to me. What is working for them? What isn’t? What are they using now and why did they choose it
Explain the services or assistance we can provide to help them overcome issues/problems.
#2: Explain key concepts and principles
Establish common terminology early by defining key concepts using logic they’ll already be familiar with.
Listen carefully to the Client.
Discuss our values, and demonstrate the way you’ll make decisions and what the drivers are around this. What are we really great at?
#3: Identify responsibilities
Discuss what our practice is going to do for the client and what our specific responsibilities are, then explain their responsibilities and what they will need to take ownership of. Remind them that you both need to work together for the partnership to be successful. You want to be clear and up front about what they should expect, so that there are no surprises.
#4: List the first activities
Our first foundation meeting mustn’t end without a clear list of next actions.
Provide an onboarding checklist of everything they need to prepare and provide how they should get it to us, and what the deadline is.
Determine what we need to start working, and then lay out a timeline.