One of the unfortunate side effects of increased specialization is the fragmentation of services. If you have been seeking a solution to consulting and coordinating multiple service providers, I can help coordinate and implement advice by:
- Ensuring your accountant or CPA understands the tax treatment of a transaction or payment and reports it accurately on your tax return.
- Coordinating with your financial advisor, insurance agent, trusts and estates attorney to implement tax-efficient strategies.
- Creating efficient and reliable processes for tax compliance
