Branding was my key, because CPAs want to do business with other CPAs that are willing to help them with advisory services, so I branded with them and scaled my business to well over 10 times... NOW, you can too - easier and better
The National Association of Life Underwriters presented me with Top of the Table status for the last seven years I was in private practice. I help the affluent and ultra-wealthy to focus on advanced tax strategies first, not financial or insurance products. Today, The strategies my tax team provides are utilized by many prosperous business owners and individuals with assets from $2 million to over $1 billion.
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