To us, each client is treated with the highest level of Character, Honesty, Integrity, and of course Customer Service aka “CHIC”
Strategies: Maximize and utilize all aspects of
tax code where applicable and value added
End Result: Have structure(s) that satisfy current
and future needs
Focus: Before conversation can take roots, a transformation of mindset must occur first
Strategies: Help to identify, create, utilize, and monetize ones Intellectual Property
End Result: Mindset has changed to be more
Proactive vs. Reactive with emphasis on working smarter not harder
Focus: Creation of strategies emphasizing wealth
and generational building
Strategies: Tailor each strategy to specific needs
and wants of client
End Result: A series of strategies that are reviewed
and monitored as time progresses
Focus: Adhere to IRS and State Tax Code
Strategies: Prepare our returns ready for audit
not that we want them but be proactive vs. reactive
End Result: Simply put – “PEACE OF MIND”
When you hire Eric, you get solid financial advice broken down in a clear cohesive way that you understand. You always get personal one on one attention that goes far beyond taxes, fiscal terms etc. You began to understand how your overall attitude about everything in your life affects the abundance (or lack of) in your bank account.
I have hired Eric for several years and have never been dissapointed with his final work. He spends alot of time attending to details and I don’t know what I would do without his help every year. I would highly recommend him to anyone who needs a true tax professional.
I have known Eric for over 15 years, and have always counted on his knowledge and expertise regarding all financial and tax related matters. Eric is devoted to his clientele and is available with answers and recommendations whenever needed.