WHAT!? You were ghosted by your CPA?
You’ve been working with an accountant for a year, or two, or maybe more. Maybe you trust them so much that you hardly even look at the bills anymore because you know that “it’s fine.”
Then one day, when you need them, for whatever reason they don’t return your calls or emails. A day, two, 10 goes by, and your CPA still hasn’t replied to any of your 5 messages.
How are you supposed to get anything accomplished as a business owner if your trusted advisors can’t or won’t give a crap about you and your business needs?
Gary LoDuca, Founder of Patriot Taxes comes on to our webinar to arm us with the things your CPA should be doing for you and what you can do to be a client no CPA wants to ghost. Plus: his advice on choosing and working with a CPA.
We’re also talking about how YOU can choose the right accountant as your business partner before we’ve had time to let it overdue and get ghosted yourself…(Don’t beat yourself up if you have already been! How can this happen?)
Think about how many small business owners are being taken advantage of because they don’t know what they don’t know.
Brook & Gary walk you through how to find and work with a CPA that aligns with your small business values.
About Your Guest Speaker
Gary LoDuca is the founder and owner of Patriot Taxes.
Patriot Taxes was started with the vision to serve taxpayers’ needs with a comprehensive and complete approach to their current tax preparation and planning their own tax outcomes long term.
Tax preparation shouldn’t be ONLY adding numbers and filling boxes on the government form … it’s about knowing how to use IRS rules and regulations to make sure you get all the benefits of those rules because YOUR CPA knows and understands the laws.
The approach of Working with a tax planner AND CPA firm incorporates tax reduction strategies in order to reduce your taxes legally.
About Patriot Taxes
Patriot Taxes has a comprehensive and complete approach. Their tax clients benefit from implementing and coordinating tax reduction strategies which include:
o Tax Preparation & Filing
o Charitable Tax Planning Strategies
o Roth IRA Conversion Strategies
o Tax Planning Services
o Small Business Strategy Development
o Social Security Taxation Reduction
o 401(k) Strategies
o Estate Planning
Contact Patriot Taxes for tax preparation and tax planning services.
If you just want tax preparation and nothing more, that’s ok… give us a call. We are careful, accurate, and provide a good price for great work!
If you want tax preparation along with a comprehensive long-term planning approach, that’s where we shine the brightest!
Patriot Taxes – We’re Tax Reduction Patriots – We’re In It Together!