We provide comprehensive tax and wealth services to a select community of clients. We specialize in working with entrepreneurs and people that are connected to the real estate industry (investors, brokers, agents, etc.). Tax preparation, tax planning, investment management, estate planning and documentation and retirement planning are a few of the practice areas that we have extensive experience in.
I receive a great deal of satisfaction helping clients minimize or eliminate the amount of money they have to send off to the IRS or the State government. Keeping the rascals in Washington and the State capital out of YOUR pocket is very gratifying and gives me a huge sense of accomplishment.
Giving our clients a sense of certainty with a clear strategy and plan of action so they can live their life in their own way is also very satisfying to me.
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The first step in our new client process is to have a short and simple telephone conversation to determine exactly what the prospective client is searching for and figuring out if that matches up with what we have to offer. There is no need to gather any documents or drive out to our office. Just a quck 30-minute chat on the telephone. No cost and no obligation, of course.
We have an extensive series of reports and video presentations describing our core values, philosophy and service offerings. This educational information is typically delivered via email to new and prospective clients that raise their hand and request this information at our web site.
Yes, all of the fees for our services are standardized and simple to understand. Tax preparation and planning services are based on the forms involved with a client's tax return. Investment management fees are based on a percentage of the investments that we monitor and manage. Estate planning and documentation is based on a fixed fee regardless of the complexity. All fees are clearly disclosed in our Services Agreement which will be provided to everyone that we conduct a Discovery Telephone Call with.
Right out of graduate school (Texas Christian University 1980) I went to work for a series of tax and accounting firms, some large and international in scope and some small and local. After approximately 5 years of experience I decided to open my own firm and I have been in private practice ever since.
Business clients in a wide variety of industries (real estate, manufacturing, professional services, etc.) Families that are wealthy, seniors that are retired, younger families that are just getting started. Almost all of our clients are "delegators" that value the services of a trained and experienced financial professional. We specialize in implementing tax and financial strategies for our clients, not in making recommendations and suggestions that rely on the client to follow through to implement.
A new "senior" client of ours (retired with ages in the mid-60's) came to us in August of 2018 with a notice from the IRS requesting $20,657 of back taxes, penalties and interest on his 2016 tax return. After extensive research, analysis, correspondence and telephone calls directly with the IRS, we were able to get this assessment reduced to $1,921 by December 2018. The client (Stuart and Marlene B. of Rockledge Florida) was overjoyed and are now a "client for life". This type of outcome makes coming in to the office every day totally priceless.
Search for a comprehensive approach, a fiduciary philosophy, a long list of licenses and designations and a little gray hair. That's not a bad thing to have when you hire a trusted financial professional to be your advocate and to fight for your interests with the wolves in Washington.
Exactly what type of client will YOU be?? A do-it-yourselfer, a collaborator or a delegator?? The tax and financial professional is interviewing YOU as closely as you are interviewing them. Financial professionals don't generally choose to work with clients that are irritating, don't follow their advice or that are rude to their staff.