I have had the good fortune to work with many different people, with varied backgrounds, which gives me multiple perspectives to consider when addressing my clients’ issues. It has also allowed me to see the many paths that lead to success, as well as those that don’t.
The value of good communication can’t be overemphasized. It is important both internally and externally. All the great and complex tax planning a CPA does won’t mean much if it can’t be communicated in a way that is understood by the client.
Knowing that I helped a client keep the most dollars in their pocket, so they can redeploy those funds into expanding their business, developing new ventures or moving into retirement.
Clients need accurate and timely information and analysis, to keep them aware of changes in the tax law that have a direct impact on them and their business. This allows them to focus on what they know best: their products, their services, their customers and their employees. In other words, their business.
My clients rely on me to keep them up-to-date and find ways to minimize their taxes. Planning is a crucial component to obtaining the best results. Being proactive and spending the appropriate time mapping a strategy enables them to make informed decisions that will help minimize potential tax liability down the road.
Part of my job is to raise issues that my clients may not have considered. I also explain things in a manner that is easy to understand, so they can make good decisions based on simple and clear information.
Helping clients achieve the financial success they’d been working towards, whether it’s through the sale of their business, an acquisition of a new business, obtaining financing, or involved tax consulting and planning. For example, one of my clients sold his stock in a closely held corporation. We were able to save him individual taxes in the year of sale, as well as provide estate planning services to help him save future estate taxes.
Working with clients in the early stages of their businesses has given me insight into important issues that are unique to start-ups, things that take into account rapid and dynamic changes, which are central to entrepreneurial businesses. I help them simplify their accounting systems, so they have accurate and useful information for making the decisions that support rapid and significant growth. This frees them up to do what they do best, which is drive the growth.
