Our firm is not your typical CPA firm. When I started my own practice 4 years ago, I left the “big” firm because of the frustration I felt from not being able to offer the personalized service of a small firm; the type of service I thought my clients deserved. I wrote my mission statement with the number one goal in mind of treating clients the way I would want to be treated. This started with the idea of preparing tax returns for my clients with as much care and careful planning as if I were preparing my own return. As we all know, business planning, taxes and finance are all jumbled in with our lives. As business owners our life IS the business – our short and long term goals involve retirement, tax and financial planning and everything is intertwined. That’s why we take a very different approach from typical CPA’s. I consider myself a “holistic CPA.” What this means is that we offer tax coaching services and strategies designed with the whole picture in mind. While most tax professionals focus on the “end-of-the-year” results – always working in the past is quite honestly - not our thing.
Taking a proactive approach and creating a tax strategy that provides taxpayers with a definite means of paying the least amount of tax legally allowed is exciting stuff! Doesn’t it make sense to plan for your future- your whole future and not just the future of the business? For example, after meeting with a client in a strategy session we found out that this contractor’s passion was not really in working day-to-day construction. Of course he wanted to provide for his family, earn a good living, and secure a decent retirement. But his true passion we determined, was finding a way to be able to afford leaving his work to build homes for the needy in third world countries. Through our coaching and strategy sessions he is now on his way to making his business work for him so he can achieve that dream of being financially free to pursue his dreams. We are doing this through carefully crafted strategies: reducing current and future tax and using the hundreds of tax loopholes available to him to increase his investments and reduce his expenses. He is well on his way to achieving a dream he used to think would only happen if he won the lottery.
