Discipline equals freedom - Jocko Willink
My clients choose me not just for my knowledge but my honesty and integrity. I tell them how it is not what they want to hear. I help them figure out solutions to their problems. My goal is to help; help not just with taxes but with overall financial health.
Having a conversation about the results and answering any questions. I want my clients to understand what is going on. I believe that part of my job is to educate on any issues that are not clear. I want you to walk away understanding what is going on. I don’t want any confusion. I don’t want frustrated clients; I want happy clients.
I like to get an understanding of what is going on. Once I understand what is going on, I can advise on entity structure, tax strategies, and financial goals. Its hard to come up with a plan if you don’t know what is going one. Sometimes we can create an efficient tax structure or get into a better liability structure. I first need to know what is going on and what the clients’ goals are; once we nail those down then we can get into the planning
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