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People often have a hard time really understanding or believing the tax savings that they can achieve with good planning. By helping them see the possible end result of our ideas and concepts, they are much more likely to understand and take action on our ideas. The tax return is a visual tool they are very familiar with. Our clients’ seeing next year’s income tax return after they implement our planning, is "the best sales tool ever invented".
Our process is simple and costs a potential client nothing for our firm to review their finances and identify potential tax savings and income growth areas. The secret to our success using our services is being a careful and thoughtful custodian of our client’s documents.
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We never make assumptions and do not trust the client to be knowledgeable, honest or even truly competent to help us help them. Instead we act as financial tax detectives.
In order for us to uncover potential tax savings, we must first examine our client’s previous years 1040 tax return. Prior two years would be better. Afterward, we schedule a 1 hr. consultation to review our tax saving discoveries along with discussing our recommended customized tax savings plan.
If we are unable to recommend at least one tax savings idea that the client could implement this year; our CPAs will complete their upcoming tax return FREE. |
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