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MAKE THE MOST OF YOUR TIME
I design the process to be easy for you. Some clients talk to me once a year, others call me weekly or more if changes are affecting them. We can stay in touch by email and use technology to transmit information. Some of my clients are residents of different states or countries. They just want a professional they can trust and solid advice before making a decision. I offer rational, practical advice based on your needs.
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LEVERAGE THIS RESOURCE
My years of experience, not just in tax, but in other areas of finance are a powerful tool for you. A great example is the purchase of real estate. This is an important transaction that can be complicated by well-meaning friends, family members or co-workers offering advice or information. Tax professionals are sometimes called "deal breakers" and it is simply because we require complete factual information that can be calculated accurately. There is a reason that you see and hear those words; "Consult your tax advisor" before signing those important legally binding contracts. Often times I will have a client call me saying they were told to consult their tax advisor but they don't know what to ask me. Don't worry, I do know what you should be asking me AND the other professionals involved in your decision. Emotions often cloud a major decision but I can remain detached from this and allow you to see clearly. This can help you decide what type of home loan works best for you, if you should purchase a building for your business or if a property will be a solid rental. All of these decisions have tax effects. Sometimes just answering questions about how the IRS treats an inheritance or insurance settlement can help put your mind at ease. I can serve you by pointing out potential pitfalls and benefits.
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