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FAQs

We focus on planning first, so we can save you the maximum amount possible and help you reach your goals faster.
We analyze each client’s situation and spend the time to get to know you. We then create a custom tax plan and help you implement it.
That’s great. There are over 1,000 strategies that we look at.
Per a study by Forbes magazine which matches what we see every day, 9 out of 10 business owners are overpaying their taxes because they’re not getting proactive advice.
It seems that most accountants are just putting numbers in boxes and looking to the past. We have a forward-looking mindset.
All licensed CPAs need to complete 80 hours of education every two years. However, we specifically focus on learning tax reduction strategies from some the leading experts in the country.
All of our strategies are referenced to IRS code and court cases. They are strategies that the most successful companies in the US are using.