J.S., a successful physician and entrepreneur, reached a point of significant frustration with his existing tax advice.
He said “I pay a CPA firm, but they haven’t been able to teach me anything, and I feel like they’re just doing a bare minimum.”
He was seeking a professional team who could “look over everything and make sure that I have everything set up right.” He desired a streamlined plan that told him how to set his businesses up, how much to pay himself, and how much to pay in taxes throughout the year, among other things.
J.S. felt his complex financial situation was not being adequately addressed, leading him to believe he was missing out on potential tax savings. His attempts to be proactive, such as creating his own financial spreadsheets and proposing different ideas for saving on taxes, were met with no input from his accountants. This lack of strategic guidance and understanding of his business needs left him feeling underserved and confused.
Terra Firma offered a stark contrast to J.S.’s negative experiences. After going through Discovery and learning about membership and seeing his projected tax savings at nearly $100,000, Jesse moved forward into membership, saying “this is everything I’ve been looking for.”
Months later, after multiple planning sessions with the team, he said it again, “This is everything I was looking for. Thank you.”
