Frequently Asked Questions

Won’t it increase my audit risk if I’m suddenly paying way less in taxes?

If I DO get audited, will you be with me through it?

How are you different from my CPA?

Why doesn’t my CPA or tax attorney know these things?

Can I talk to some of your members?

How do I know what you’re saying will actually happen come tax time?

How active are you in actually implementing my tax plan?

I’m very busy. How much time is involved on my end?

Is everything you do legal?

If you can save me so much on taxes, why isn’t everyone doing this?

Are you a CPA? Why didn’t you go that route?

Is a Defined Benefit Plan right for me?

What is the Cash Flow Recovery Process?

Why should I extend my tax return?