BACKGROUND, EDUCATION, CERTIFICATIONS, EXPERIENCE & LICENSURE:

What education and/or training do you have that relates to what you do as a Tax Professional?
How did you get started doing this type of work?
What Licenses do you currently have?
What Types of Insurance and Business Permits does your firm carry?

Because we are in a very highly regulated industry as Tax Advisory and Resolution Professionals, we carry the following insurance- Professional Liability, E&O (Errors & Omissions), Cybertheft, Property & Casualty, and Worker’s Compensation Insurance.  In addition, we also carry applicable city business permits to operate (i.e., City of Irvine).

How Long have you been in this Profession?
What Types of Industries Have you had the most Experience with?

We have the most experience with Healthcare, Real Estate, Legal, & Technology Services Industries.

What Types of Clients have you Worked with in the Past?

We have worked with clients of all kinds in the past, such as small to mid-size companies, individuals, and estates alike. However, we are focused on working within our Industrial specialties such as with Realtors, Online Coaches, Tech Professionals, Attorneys, & Healthcare Professionals.

What Types of Engagements Do You Enjoy the Most?

We thrive the most when it comes to helping people resolve their Tax Issues and then to help them set up a System so they will achieve ongoing success in overall anxiety-free experience when it comes to dealing with taxes,

Our goal is to always help our clients achieve excellent standing with the IRS or State Board and then minimizing their taxes through Proactive Tax Advisory Services.

We truly enjoy helping people see exactly what is going on with their case with the IRS or State Board through the Custom Transcript Analysis Service and to help with Coaching and Guidance on Actionable Steps to successfully navigate their way out of these Tax Issues.

I am Definitely Interested in Working for Krishnan & Associates! How do I submit my resume?

At this moment in time, we are looking to onboard for key positions to build our Client Relationship Success Department:

1) Certified Public Accountant (CPA) or Enrolled Agent (EA) Tax Resolution Associate
2) Certified Public Accountant (CPA) or Enrolled Agent (EA) Tax Advisory Associate
3) Client Relationship Case Success Manager

You may submit your resume to info@krishnancpa.com and in the subject line please write "CPA or EA Tax Resolution Candidate- (First and Last Name of Candidate)".

Due to the high volume of calls, please do not call in to inquire.

We will reach out to you once we select you for an interview.

How do you Keep Up to Date with the Latest News from the IRS, State Revenue Boards, or any other new Tax Updates?

We, as Tax Advisory & Resolution Associates, Take Pride and Fiduciary Duty to our Clients in Investing Substantial Amount of Time and Resources in attending multiple Continuing Education Conferences and Courses in order to keep ourselves up to date with the IRS, State Revenue Board, or any other new Tax Updates.

We believe in also our Pride in Quality Control when it comes to making Impactful Differences in our Delivery and Execution when it comes to our Tax Advisory & Resolution Projects.

SERVICE:

What is the Simplest Way to Get Started With You?

If you are looking to get your overall tax issues resolved, then you would first book a $99 Tax Liability Assessment Call through our website.

Click on the Link provided below to Book your Tax Liability Assessment Call:

Tax Liability Assessment Call

If you just have a Tax Question and don't need help beyond that such as for tax issues, tax planning etc., then you would enroll in the Burning Tax Question email through our sister AsktheTaxPro.com.

Click on the Link provided below to Enroll for the Burning Tax Question Email:

Burning Tax Question Email

What do you mean by $99 Tax Liability Assessment Call and why is it necessary to have one?

A Tax Liability Assessment Call is a 30 Minute Phone Call with us and we will cover the following:

1) Understand Your Case
2) Determine if we are a Fit
3) Provide Applicable Tax Advisory or Strategy
4) Provide a Game Plan with Easy and Actionable Steps including what Service Solutions Packages would be best fit for your needs.

Here is the VALUE that we help deliver for you:

1) Clarity of Your Tax Situation
2) Confidence in Moving Forward to Resolve Your Issue
3) Easy Executable Game Plan Recap Email

To get started, you may simply click on the link below to Book Your $99 Tax Liability Assessment Call:

BOOK NOW

If we do secure a Tax Advisory or Resolution Project with you after our initial call, then we will apply your $99 investment from the Tax Liability Assessment Call towards the future Retainer payment.

If we determine that we cannot help you any further and refer your case out, we will refund your $99 Investment.

Can you provide me an estimate, quote, ballpark, fee range, approximation, or what the charges would be for your Tax Q&A and Tax Strategy Service Packages?

Our fees for the Tax Q&A Service Packages range from $297 to $329, while our Tax Strategy Packages range from $599 to $750.

We also offer the option of a $99 Follow up Call which handles one-time questions to follow up from the Burning Tax Email Question.

For more information on these types of Advisory services, you may visit our sister website www.askthetaxpro.com by clicking the link below:

AsktheTaxPro.com 

If you end up having more than just one question and need additional assistance on resolving Tax Issues, we encourage you to click on the link below to Book Your $99 Tax Liability Assessment Call:

Book Your $99 Tax Liability Assessment Call 

I am looking to just have my taxes done and don't really need any advice beyond that. Is this something you can help with?

While we offer the Custom Reporting Only Tax Preparation Package, that includes Tax Preparation Filing and Allocation of Tax Advisory Hours, we are not taking on any new stand-alone tax preparation cases.

If this is the case and you do not particularly need any tax advice beyond tax preparation, we would not be a fit to work with each other and we would instead have you work with a tax professional who prepares tax returns only.

However, if you do have Tax Issues to resolve from multiple years in the past, including the current tax year or Tax Advisory that you need in addition to preparing Tax Returns, then we would be a much better fit in this case.

Can you provide me an estimate, quote, ballpark, fee range, approximation, or what the charges would be for your Custom Reporting Only Tax Preparation Packages?

Our fees for the Custom Reporting Only Tax Preparation Packages start from $2,500+ depending on varying factors and the level of complexities in scope and nature of the project involved.

Please be advised that if you only need Tax Preparation and some hours of Tax Advisory sessions allocated to you, we do not include out-of-scope services and additional outside hours, as they are separately billed engagements.

We also recommend that you first schedule a $99 Tax Liability Assessment Call with us to learn more about your case and to see where we can truly help you achieve your objectives in reducing your anxieties and burdens regarding tax issues.

You may book your $99 Tax Liability Assessment Call by clicking this link below:

Book Your $99 Tax Liability Assessment Call

Can you provide me an estimate quote, ballpark, fee range, approximation, or what the charges would be for your Core Advisory Service Packages?

Our fees for the Core Advisory Service Packages start from $2,500+ depending on varying factors and the level of complexities of the project involved.

You may visit our Services Page to know more about what would be the best fit for your needs by clicking this link below:

See Core Advisory Services Package

We also recommend that you first schedule a $99 Tax Liability Assessment Call with us to learn more about your case and to see where we can truly help you achieve your objectives in reducing your anxieties and burdens regarding tax issues.

Can you provide me an estimate, quote, ballpark, fee range, approximation, or what the charges would be for your Tax Resolution Packages?

Our fees for the Tax Resolution Packages start from $2,500+ depending on varying factors and level of complexities of the project involved.

You may visit our Services Page at our website to know more what would be the best fit for your needs by clicking this link below.

Tax Resolution Services

We also recommend that you first schedule a $99 Tax Liability Assessment Call with us to learn more about your case and to see where we can truly help you achieve your objectives in reducing your anxieties and burdens regarding tax issues.

What types of service items are normally included in your Core Tax Advisory Packages?

You may click on the link below for more information:

See Our Core Services Package

Our Core Services Tax Advisory Packages are designed for those who want to meet with us on a regular basis (monthly or quarterly) for tax advice and need a step up from the AskTheTaxPro.com Tax Q&A or Strategy/Planning Packages.

The difference is that our Core Services Ta Advisory Packages does not have the restrictions that the packages in AskTheTaxPro.com has and cover more in terms of scope and nature of service.

What types of service items are normally included in your Tax Resolution Package?
I see that you have Tax Advisory Packages and all I need is pretty much Tax Filings and periodic Tax Advice. Do you have anything available that will fit what I need for now?

We do have Customized Reporting Only Package that does cover both the Tax Filings and periodic Tax Advisory Services depending on how many times we would meet on Zoom based on your situation.  

If you are a new client, there are times where we would actually recommend this plan over the Tax Advisory Plan as we believe that proven relationships must first develop and to see if we are a great fit for the long-term in working together.

The major difference would be that we would be limited in how much we would help you versus the Tax Advisory Package and which Tax Years and Scope of Services we would cover.

We recommend Tax Advisory Package in the following situations:

  1. If you are a new client that just wants and needs comprehensive tax help without having to deal with the constant limitations of the scope of service and advice as highlighted in the Customized Reporting Only Package and does not mind at all investing in the value of our services to be able to meaningfully deliver you even better results from the past to future.
  2. If you are an existing client that truly enjoys the benefits and saw the results and already sees the value with retaining our firm and wants something more long term in our relationship.
I see that you have Tax Q&A, Tax Strategy, Core Tax Advisory, & Custom Reporting Only Packages. Do you just have any packages that focus only on Tax Preparation?

Unfortunately, we do not provide stand alone tax preparation services.

We would recommend that you find another tax professional who does focus on tax preparation only, if this is the only thing you need done.

However, we would first encourage you to Book a $99 Tax Liability Assessment Call to be able to obtain a solid game plan for your situation so you can learn what else you may not have thought about outside of just filing tax returns.

If you truly need Tax Advisory outside of just filing tax returns, you can always start by enrolling in the Custom Reporting Only Package.

How do you normally communicate and maintain your relationship with your client base?

When we agree to mutually work together, we will first schedule an Initial Onboarding Call to go over Initial Steps in obtaining the documentation that we will need to start the project. In the meantime, we provide periodic status updates by email, text, and phone calls to communicate what we need to continue completing the project within the scope of our engagement. Lastly, we proactively provide unique and brief explanation Loom videos that will help clarify any complex items involved with the project.

Do you help someone who has International Tax reporting or advisory needs?

We primarily assist with US domestic tax cases.  If it involves reporting to another country, then that would be outside of the services we would offer and would be best to seek someone else who handles that country.

I have so much tax documentation that I need to get you, but it's way too much time for me to scan on my end. Is there a way I can simply mail the document to you or just drop it off somewhere?
When it comes to providing your services, do you have the ability to work remotely?

Yes, we actually prefer working remotely via Phone or Zoom Calls and it is far more productive and efficient in delivering the best results for our clients. Our clients truly enjoy the convenience of not having to drive to us in the traffic and worry about the logistics involved in visiting a Tax Professional in-person.

I need someone who I can see and work with in-person or someone to visit me in-person. Is this something you are able to do?

Unfortunately, we do not do in-person appointments of any kind.

We only conduct our service remotely through Phone or Zoom Calls and we have a physical drop-off location with our office.

Because of the situation with COVID, we are also doing our part in social responsibility in taking precautionary and preventative measures to limit the impact of COVID.

If this is the case where you do need in-person, then we would suggest you work with someone else who does.

How do you assist a client on working with deadlines on a current engagement?

We communicate using a follow up system to ensure that our clients get more than advance notice of what we need to complete the project before the deadline.  In addition, we also notify them if there are Estimated Tax Payment Deadlines that are applicable to them so they can plan ahead of time.

What is your typical process for working with a newly onboarded client?

When we mutually agree to work together, we will first schedule an onboarding call to go over the initial steps and obtain documentation that we will need to start the project. 

What advice should a prospective client consider before retaining a Tax Professional?

Our best advice to all potential clients out there is to not get caught up in pricing and instead treat this as an investment for their business and livelihoods, no different than a Doctor or an Attorney. 

It is crucial to receive professional advice and assistance when it comes to tax matters. The tax codes are changing even more frequently, so up to date knowledge from the professional is even more critical. 

Partnership and Communication with the Tax Professional is also another component, as there will be items that will be asked from the client and timeliness will be key to help us deliver the best results to you.

While it is understood that things do happen, the IRS and CA Franchise Tax Board do not generally excuse it. 

Key questions to ask yourself: 

1) What do I want in my next Tax Professional? 

2) What does a successful relationship with my next Tax Professional look like? 

3) Am I willing to do what it takes to hire the best?

What and how should a prospective client think through and prepare before taking to a Tax Professional about their situation?

Key actions to take before talking to Tax Professionals: 

1) Examine your Relationship with Your Existing Tax Professional and if it is bringing you results, resolving any anxieties, and what you are looking to change 

2) Take inventory of all the IRS/CA FTB Letters received to this point and gather them together 

3) Reflect on your Personal and Business matters and write down what you are looking to do within the next 12 months, goals to accomplish, and how are you planning to get there.

Thank you so much for your assistance in taking care of my tax needs! Where can I post a review?

We sincerely appreciate helping you on your project! 

You may post a review on our Google Business Review Page with the link below:

https://g.co/kgs/iV1hve

Thank you so much for your assistance in taking care of my tax needs! What is the best way for me to refer to your clients?

We sincerely appreciate helping you on your project!

The best way to refer us clients is by having them go through the website and schedule a $99 Tax Liability Assessment Call.

I am looking to Start a New LLC, Partnership, or Corporation. I either do not have any Financials or have messy Financials using my existing Accounting/Bookkeeping System. Can you help me with this?

If you have not set up your LLC, Corporation, or Partnership on the Legal side yet, we would first have you work with your Attorney or paralegal documentation preparation website such as BizFilings.com to first get this done by clicking the link below.

                                                    BizFilings.com

Once you have completed this step above, then we would be able to assist you through our Business Incubator Package which will help you set up the Initial Tax Entity Setup and Initial Setup & Cleanup of Accounting/Bookkeeping System to get it to the current period as defined in the scope of the agreement.

Keep in mind, that we do not do any ongoing Accounting or Bookkeeping services such as Month-End Accounting/Bookkeeping or Financial Reporting.

We have several referral partners that we are happy to share with you and make a professional introduction to help with the maintenance side of the project after the initial setup.

We do require that all of our clients who are filing LLC or Corporate Returns have a Profit & Loss Statement & Balance Sheets completely clean before we proceed with filing the returns.

If we determine and discover that the financials are not clean after engaging with us for the Custom Reporting Only Package (Tax Preparation & Allocated Advisory Hours), we would either have you enroll in the Business Incubator Package or have you work with an Accountant or Bookkeeper who can help assist with Cleanup.

How come your CPA firm does NOT do accounting, bookkeeping, Virtual CFO, Audits, Review, complilation, sales tax reporting and payroll service work?

Certified Public Accountants (CPAs) all vary in the type of services they provide.

Our specialty is Tax Advisory and Resolution Services - we take pride in our ability to help our clients solve worrisome tax issues.

We do have access to a referral network of Accounting Professionals who specialize in various types of CPA offerings depending on the scope and nature of project involved. We work with them to help you solve your tax issues while they help you achieve your other goals.

Our referrals specialize in Accounting Advisory, Bookkeeping, Virtual CFO Cash flow Budgeting Analysis, Month-end, or Quarter End Financial Statements Reporting, Audits, Reviews, Compilations, Sales Tax Reporting, and Payroll Processing needs.

I am in the process of getting a new house or refinancing my loan. I need an investor accreditation letter and my banker or mortgage lender requires a certification letter from a CPA of my financial health. Is this something you can help me with?

Unfortunately, we do not do services that involve audits, reviews, compilations, or attestation engagements such as writing a certification letter. 

We recommend that you work with your banker or lender and have them conduct their own due diligence in assessing your creditworthiness. 

Do you offer Audit Defense as part of your packages and if so, what will it cover?

Yes, we do as a standard part of our package.  The IRS, regardless of whether the return was done correctly or not, has its own set of processes where it randomly selects a previously filed tax return for an examination based on several factors on what was reported with the information provided at the time.This is to cover for our expertise and time in case it does get selected and to help you on your goal to resolve the correspondence examination.

I am a resident in another State and would love your assistance. Do you have the ability to work outside of California?

We are blessed to have the ability to work remotely and to help our client base in all 50 States and the US Territories!

FEES:

How do you normally structure your fees per engagement type?

We adopt a value-based pricing structure (flat-fee) structure to cover work scope items before any applicable out-of-scope or ad-hoc hourly consulting fees.  

We will further advise you which items would be covered by our engagement versus not covered in our engagement letters (contracts).  

We generally do not charge hourly rates unless it is a one-time engagement where we do not anticipate a recurring engagement and on a per-diem basis.

What forms of payment do you accept?

We only accept all major credit cards (American Express, Discover, Visa, Mastercard), ACH or Wire Transfer, Apple or Google Play, E-Check, Money Orders, Cashier's Check, and Zelle Payments.

Please note that on engagements with monthly payments, you will be required to be on auto-debit authorization.

On credit cards or wire transfers, we do charge an extra 5% to cover the fees associated with processing the transactions on auto-debits or wire transfer.

Why do you adopt value-based pricing over just charging hourly?

We adopt this because we find that we are able to better focus on delivering excellent value, quality of service, and results rather than time spent.  Simply put, it is a win-win solution that reduces the anxiety for both sides and to focus on delivering the best results possible.

There are some tax professionals that don’t charge retainer like you do. Is there a reason why you charge retainer up front?

Every Tax Professional has different approaches on how they do business.  

Because we are in a very highly regulated industry and that we do have staffing, overhead costs, and contingencies to consider when first delivering on projects, charging retainer up front helps us help you in covering the costs associated with delivering you the best results possible.

Do you offer flexible payment plans for your fees?

We do offer flexible payment plans. Typically, we require monthly payments with an auto-debit authorization agreement after the initial enrollment fee is paid if you are not able to do the total amount upfront.

On the flip side, if you do not wish to make auto-debit monthly payments, you may simply have the option to pay the entire amount up front or half down to start with, and the remainder due within 30 days (auto-debit authorization required).

Either way, we will work with you on what makes sense for both parties.

I don’t like to do monthly payments. Do you have an option for me to just make a lump sum payment instead?

Absolutely, you can definitely do a lump sum payment instead.  Alternatively, you may do half up front first, then half due 30 days later.

I see that you have a policy for monthly payments that you must be on auto-debit. Can I just manually pay my invoice instead?

Our policy is to have our clients on auto-debit for those on monthly plans with us and to ensure that we can focus on delivering the best quality and results possible on a given project. Alternatively, if you wish to not pay monthly, you may instead pay a lump sum amount to opt out of auto-debit.

Do you provide any promotional offers?

We believe that our service is more than enough to provide the value, quality of service, and the results that do not necessitate promotional offers.

Will the fees of the project ever exceed the price I am initially quoted?

Generally speaking, our project engagements are determined by variety of factors such as project complexity, length, resources required, and value provided to the client.  Because every project is unique, there may be projects that require additional time or services outside the scope of the original engagement.  In these situations, we will communicate with you that additional fees may be due.
In short, the initial project scope and work covered as agreed upon will always be the fees covered in the engagement letter, but if anything outside of it is not covered and is required to be delivered upon, then additional fees or new engagement will apply. 

What do you mean by when you charge for a service item “outside the scope of the engagement”? Can you give me an example?

If something is "outside the scope" of our original engagement, it means that the project we agreed to work on when you first engaged us did not include or cover the issue either because it was not mutually agreed upon at first or that it is anticipated later on that we would work on if necessary that isn't covered yet by the initial engagement.

Here are some great examples of additional billable outside-the-scope engagements:

1) Additional Third Party Support Services- if we have to be involved with Financial Advisors, Attorneys, etc. which will involve disclosing tax information on your behalf or on a conference call, this is a separately billed out-of-scope engagement.

2) Additional Amended Tax Returns or Prior Year Returns- if we determine that there are additional opportunities to assist you based on new information, this is a separately billed out of scope engagement.

3) Additional Tax Advisory & Strategy Sessions beyond Initial Allocation- if you need additional Tax Advisory, Strategy, & Planning Hours beyond what we agreed to allocate you at first on, and if it involves special tax research as well, then it is a separately billed out-of-scope engagement.

4) Additional Accounting Systems Cleanup & Setup- if we find that your books are either not set up at all or cleaned up upon discovery after we mutually agree to engage on a Custom Reporting Package, then this would be a separately billed out-of-scope engagement under New Business Incubator Plan.

5) Additional Tax Resolution Steps- while we do not have any control over what the IRS or CA FTB decides, this may necessitate additional tax resolution steps in order to resolve your case beyond the scope of work agreed upon. Therefore, we would advise you of these steps and these would be separately billed out of scope engagement.

We welcome you to explore our Core Tax Advisory Packages if you are looking to be able to remove these out-of-scope limitations and we focus on helping you deliver even greater value on your project.

 

Your fees seem high, why is that?

Our fees are reflected by the value, quality of service, results, trusted expertise, and the experience that our clients enjoy in making sure that they are able to reduce their hours of anxieties from tax issues and to simply focus on what they do best- operate their businesses.

Simply put, we do not take shortcuts and we ensure we do things the right way.

SECURITY & CONFIDENTIALITY:

Could you please share more about your process in how you maintain confidentiality?

Our Associates are bound by confidentiality and we have governing rules both within our firm and by all applicable governing laws when it comes to confidentiality.  Any documentation we receive from you will be uploaded in a Cloud-Based Client Portal Archive which is both HIPAA and IRS compliant and to ensure that your information is protected.

I realize that you will be asking questions or requesting documentation that are confidential to help me, but I’m not always comfortable in answering or providing them. How can you help me with this?

We understand where you come from and it is not easy to share information at first since we are getting to know each other.  Just remember, our higher purpose is to simply make sure that we are working on the best results possible in delivering your project and to ensure that we are able to resolve the issues that have been causing you anxieties in the past.

What steps do you normally take when it comes to security & confidentiality?

We do an internal audit in our company to make sure that any and all passwords, payment information, and other items are only requested once and that it is programmed into softwares that do not allow for these information to be revealed.

For example, if we need to obtain username and passwords for a Tax Entity Setup Project such as for bank statements, then our Tax Advisory & Resolution Associate will request it from you directly and then have it programmed into the software that will automatically mask the password.  There will be times that security codes will be requested due to banking security protocols, which at that point is the only thing we would request.

In short, we do not need to memorize passwords, payment information, etc and that it is requested just once (except if the password changes).

I see that you have employees and that they may be able to see confidential information. What steps do you take to ensure that my information is secure?

On a project such as Business Incubator Setup/Cleanup Project, if your firm is helping to obtain bank and credit card statements more efficiently on my behalf, I am concerned that your staff may have access to it and I don't want it spreading out elsewhere. How would you be handling this?

On a project such as Business Incubator Setup/Cleanup Project, if your firm is helping to obtain bank and credit card statements more efficiently on my behalf, I am concerned that your staff may have access to it and I don't want it spreading out elsewhere. How would you handle this?

Simply by only limiting our staff to use the applicable softwares necessary to be able to deliver on the projects that masks the password, payment information, and other confidential information.  The staff do not have any access to that information.

What types of software do you use that will ensure my confidentiality?

We use a host of proprietary reputable softwares that we significantly invest in making sure that the security and confidentiality is maintained all throughout the engagement process.

If my Mortgage Lender, Banker, Financial Advisor, Attorney, or anyone else is requesting tax documents from you, what do I need to do?

First off, this would constitute as a 3rd Party Request for Tax Documentation, which it will first require permission from the taxpayer in order to allow us to directly provide it to the 3rd Party.

We can do this in couple ways:

  1. You can download your PDF copy of the tax return documentation from your Client Portal Archive Account to provide to the 3rd Party requesting it. If you need for us to directly work with the 3rd Party, then it will constitute as a 3rd Party Support Fee (unless previously covered by engagement) and that we will have a Form 7216 3rd Party Authorization to Disclose Form signed by Taxpayer to authorize us to directly share your information with the 3rd Party.
I realize that you may have me fill out an IRS Tax Information Authorization or Power of Attorney for when you work on my case. Is there a reason for this?

As a standard service in our package, we include IRS/State Revenue Board Correspondence Support to help assist on your behalf to deal with correspondence.  In order to do this, we will need to have an IRS Information Authorization (8821) and State Tax Board Information Authorization to be able to accomplish this to be able to activate this with the IRS and State Revenue Board.  This will allow us to keep on top of letters and also be able to request transcripts on your behalf.

Now if we are working on a Tax Resolution case and the case needs further representation (to figure out the WHY) of a certain tax issue, then we would do a Form 2848 Power of Attorney to allow us to represent you on your behalf to further investigate the issue and to obtain answers from the IRS or State Tax Board.

I hear about news of cybertheft security breaches and was wondering how prepared are you?

We always prepare ourselves and we continuously ensure that our Cybertheft Insurance is also up to date as well as safeguards and training in our systems. 

PARTNER WITH K&A:

I am an Accountant (CPA) or Bookkeeper that specializes in Virtual CFO, Bookkeeping, Cash Flow/Budgeting Advisory, etc. and would love to connect with you! How can we best be of mutual assistance and work with each other?

Since we focus on Tax Services and Initial Tax Entity Setup Services only, we would refer out services that are related to Ongoing Accounting/Bookkeeping Advisory, Budgeting/Cash Flow Analysis, Month and Year End Financial Statement Reporting, Ongoing Payroll Tax Reporting Compliance Services (Non Tax Resolution Case), and Ongoing Sales Tax Compliance Reporting (Non Tax Resolution Case).

I am a Banker, Financial Advisor with a Brokerage Firm, Insurance Agent, or a Business Coach and would love to connect with you! How can we be of mutual assistance and work with each other?

Since we deal with lots of clients that also have 3rd Party needs that can be related to their tax needs, then we would refer out the needs that is specific to them in helping them achieve their goals and objectives.  We would be a great fit if you have a client base that does need our Tax Services per our Services Page.

I am an Attorney that specializes with Business, Estate, Real Estate, Healthcare, or IT Law and would love to connect with you! How can we be of mutual assistance and work with each other?

Since we deal with various cases that do involve a client that from time to time ask legal questions in the process, we would refer out to the attorney that would best be able to address those questions.  In addition, we do not handle the legal services of Entity Formation and just only handle the Tax side.  Lastly, we can provide 3rd Party Support with our mutual clients which can be also included in their engagements.

I am a Realtor or Mortgage Lender with a Brokerage office and would love to connect with you! How can we best be of mutual assistance and work with each other?

Since we deal with lots of 1099 cases, this would be one of our major areas of our industrial expertise and that we do come across clients that will also have needs when it comes to real estate or mortgage.  We do have a Partner program which is specific to Realtors.  Lastly, we do speaking engagements to Real Estate Branch Offices that are looking to invite Tax Professionals.

I am a Payroll Services Company and would love to connect with you! How can we best be of mutual assistance and work with each other?

Since we deal with businesses that do require payroll setup as well in our Tax Entity Setup Engagements, we do typically work with the best payroll services company possible that would best fit what they are looking for.  If you end up having clients that need our Tax assistance, we will be glad to be a resource for them.

I am a Digital Marketing Coach or Online Coach and would love to connect with you! How can we best be of mutual assistance and work with each other?

We work with lots of technology and online coaches in our cases and that we would love to be part of upcoming speaking engagements such as online webinars, seminars, or Master Classes.

What would be the best way to coordinate a meeting with you?

The simplest way is to get on our calendar for a 15-Minute 1-on-1 Call. If you have met with any of our Associates in a networking group or seminar, you may reach out to us directly by email first.

Who are your Ideal Clients You Would Like for Us to Refer You?

We have an Ideal Client Matrix Referral Sheet that we will provide you after our Initial 15 Minute 1-on-1 Call.

What would be the Best way to Refer Clients to You?

We appreciate your sincerity in considering referring clients to us, it means a lot!

The easiest and most efficient way is to have them go directly to our website and to Book a $99 Tax Strategy Relief Call.

Alternatively, the second option is to provide us with their full contact information (Full Name, Email, Phone Number) and we will reach out to them as long as we have prior consent to do so. From there, we will direct them to book a time on our website to schedule their call.