“Real World” Personal Strategy Blog

“…gives us comfort to know someone like you is there…”

Retired couple: It is obvious you are a creative and very hard working person and we are fortunate to have you with us. In the world of taxpayers, we are on the list of “uncomplicated clients” at this point… retired, but it gives us comfort to know someone like you is there if we decide to re-enter the race.
Best to you, Ben and Sharon.

“…finally found the perfect person!”

Self-employed person: I’ve been a recruiter for several years now (Both W-2 and 1099) and I’ve gotten tired of leaving money on the table when filing my taxes.

Anyway, I interviewed several Tax Accounts and finally found the perfect person! Her name is Valerie and she’s located in the South Bay. Not only has she simplified everything for me, but she truly understands my business as a recruiter. She helped me understand exactly what was and was not deductible for me and my situation. Even more importantly, she helped me do tax planning and figure out my estimates so that I wouldn’t owe so much money when I filed my returns.

If you want to work with a tax accountant that really understands your business and will take the time to make sure you are getting the best results, year in and year out, let me know. I’ll send you her contact info.

Best,
Brent E

“I know I can always trust…”

Entrepreneur: Valerie and her team have the most current knowledge regarding tax law and tax planning. From my personal taxes, to my corporate taxes, to 529s for college education — I know I can always trust to have the most current and most accurate information.
Thank for everything.
Kenya T.