Frequently Asked Questions

Question:
Why do people and businesses hire you as their consultant?

Answer:
The selection process is based on knowledge of the industry, credibility, work ethics, and a history of successful results. I am result/profit oriented and clients get huge returns on the fees they pay me.

I understand the industries in which my clients operate; and I remain current on the issues affecting those industries. I bring a range of skills, business experience, and value-added services to the table; and I convert them into tangible benefits/results/profits for my clients.

I take a holistic approach to solving my clients' needs/problem(s) until they are in control of their business and personal finances; and I contribute to their strategic thinking as they plan for the future. My client list reads like the guest list at a prestigious award ceremony.

 

Question:
Do you refer clients to other businesses? Does your company have a referral program? If so, please explain.

Answer:
I refer clients to other professionals but my company does not have a referral program.  My personal recommendation and company signature logo are powerful endorsements. They are like the "Good Housekeeping" seal of approval or the "Motor Trend" car approval. Here is a quote from one of my client/student who has done over $1 million in sales in her first year in a new location. 

Question:
You are qualified to practice other professions. Why did you choose to focus your practice on taxation?

Answer:
Taxation is the glue that holds my other qualifications together. Every business and almost every individual must file tax returns or negotiate with the taxing authorities if they do not comply with the tax rules. Taxation has given me the opportunity to meet a lot of people and obtain business from them. I have been practicing taxation for many years before I had those other qualifications. I have been practicing taxation for over 25 years. I started during the time of income averaging (Form 1040 Schedule G) and during the time when married taxpayers were qualified for a 10% special deduction on Schedule "W" and on Form 1040 line 29.

Practicing taxation has opened a lot of doors for me and it has brought me a lot of financial planning business because everybody, including the rich and famous, is concerned about disposable income and wealth transfer taxes. Some of my greatest achievements have been in the field of taxation. I have made money and become famous practicing taxation. It gives me the flexibility to make money in other niches and take vacation whenever I want to. The market may be competitive like markets in other industries around the world, but government statistics have shown an increase in the number of taxpayers. There isn't a shortage of clients in this market. Why should I abandon this profession?

 

Question:
A lot of competitors have entered the tax preparation business. Aren't you nervous about the competition?

Answer:
No! I am happy working in a competitive industry because it benefits me tremendously:

#1) Competitors spend a lot of money in Marketing. Their marketing strategies have brought a lot of attention and Tax information to consumers/taxpayers. That is a BIG benefit for the industry; and a BIG opportunity for smart Practitioners to capitalised on and showcase their competitive creativity and make money while spending less on advertising.

#2) There are 360 million people living in the USA. In addition there are millions of US citizens living and working abroad. They are required to file tax returns every year. Every day millions of  people around the world are searching the Internet and hiring reliable Tax Professionals who are familiar with their industries. My company is accessible from anywhere in the world via the Internet and I advertise in several newspapers and trade magazines.

#3) The services I offer are in demand because they are interconnected to other business/industries/economic sectors that I am specialized in. I have a proven track record of over 25 years for delivering services that exceed clients' expectations. My track record and longivity in business tells the whole story.

Click here to review my Resume