I’ve spent the last 4 years writing books, building websites and developing a massive non-profit fund-raising effort. My company still got requests every day for personalized tax strategies, but for the past 4 years we’ve had to say that I no longer do them.
Today, I’m happy to announce that, on a limited basis, I am back doing strategies. These are the same strategies that I used to guarantee $10,000 tax savings from. Since the fee was $10,000, it became a no brainer for my new clients. They were guaranteed to save in taxes at least as much as the fee. And since the average tax strategy client saved $14,500 per year, it was easy! UPDATE: Since I started doing the strategies for the past three months, the average savings is now almost $30,000!!!
I can’t guarantee a return anymore. The AICPA (which governs rules for CPAs) has stated that CPAs can no longer guarantee a result.
In a little bit, I’ll tell you more about what it would take to qualify to be one of the limited number of clients that I will personally work with to develop a customized Tax Strategy. But, first, I want to tell you about what I can guarantee if you are selected to get one of the Customized Tax Strategies.
The process starts when you Contact Us. We Will talk to you a little bit about the program and determine whether this really is a good fit for you.
TAX STRATEGY PROCESS
After you’ve spoken to Richard, and if you and he both agree that a tax strategy from me would work for you, he’ll email you out a Tax Questionnaire.
Please complete it all. The more information I have, the better the strategy will be.
You then send it in with either a check or a credit card. We won’t run the card or deposit the check until we’ve done one more thing.
I will look at all of the information you’ve sent AT NO CHARGE. Now you might ask yourself why I would go through that when I’ve turned down so many people in the past 4 years who are willing to pay me $10,000 or more for a strategy. I want to make sure this program will work for you first. I’ll do a quick calculation of tax savings and then Richard will call you with the results.
You have a choice at that point:
(1) To proceed with the strategy, at which time we’ll run your credit card or deposit your check, or
(2) Cancel the whole thing.
There is no charge to you if you cancel. Of course, I’m not sure why you want to do that if you know that the average savings is over $14,000 (UPDATE:Savings is just a little under $30,000!!) and you’ll know your specific minimum tax savings already because I will have gone through your information
After you make the decision to proceed, I’ll then go through your information, your questions, your plans, and your goals in more detail. We’ll set up a phone appointment, typically within 2 weeks. At that time, you and I will personally go through all of the details you’ve sent. If you’d like, we’ll tape the conversation so that you have a record of all the items we discussed.
We’ll send out a CD of the conversation along with a customized tax strategy package, outlining the details of the next steps for you. But, that’s not the end of it.
We’ve found that many people continue to have questions after the phone call, so I’ll be available for email questions for a period after that initial call and we’ll have a follow-up call to cover the initial strategy or new ideas, if you want. (We do ask that you send all of your questions, spreadsheets, new deals, whatever you have in advance of the follow-up call so that I’m prepared and don’t waste your valuable time getting up to speed.)
I’ll have one of our DKAffiliated™ CPAs on the follow-up phone call with me so that there is an easy transition to ongoing consulting services.
Please note that this is a limited time offer and I’m accepting only a few clients per month for this offer.
Now, here’s the best incentive I know. Four years ago I charged (and got!) $10,000 per strategy. If you’re one of the clients selected for this special program, the cost will only be $5,000.
Please Contact Us. to get started right away. You won’t be on the list for a strategy until you’ve submitted the completed Tax Questionnaire, so please call or email Richard today so we can put your tax savings plan in place as soon as possible.