About
We want to help the small businesses that most professionals won't help because small businesses don't make enough. Our market is the businesses most professionals won't work with. We teach our clients and organize our clients to give them the same benefits the wealthy have to pay high fees for without charging a lot. Most times we are WELL below what a normal firm would charge. Our initial consultation is free
Highlights
Reviews
Tiffany S.
Frequently asked questions
What is your typical process for working with a new customer?
Initial Meeting
Mapping of current business
Determine needs of clients
What education and/or training do you have that relates to your work?
The company has 32 licensed and credentialed professionals, including a tax accountant who was a Resolution Specialist with the IRS for 9 years
Do you have a standard pricing system for your services? If so, please share the details here.
It's best to discuss this in person. The rates are lower than most
What types of customers have you worked with?
Small business owners and some larger ones who needed special help in tax savings and asset protection through changing their external and internal business structuring
Describe a recent event you are fond of.
Coming March 13th at the Megaplex at the District in South Jordan. Breakfast begins at 8:00 a.m. Speakers, including Accountants, Financial Planners, Attorneys and bankers until 12 noon. Catered lunch at 12:00 noon to 12:30. $50 for the entire morning. Individual time with the licensed professionals at no extra charge. Register on Eventbrite using bit.ly/Ides2020. Even is called Ides of March for Small Businesses
What advice would you give a customer looking to hire a pro in your area of expertise?
Be prepared to answer questions honestly and directly.
What questions should customers think through before talking to pros about their needs?
Just ask whatever you need about your business. We'll answer forthrightly