“We have offices in Ohio and Florida. We like having one centralized
point of contact for tax preparation and consulting that accommodates
all our clients no matter in what state they have to file….”
Garry Savage, Advanced Strategies, Huron, OH & Naples, FL
“It’s essential that I offer this additional service…My goal is to be my client’s advisor in all financial matters…”
Mark Curtis, Transformation Concepts, Las Vegas, NV
“I like the system…the way it works and that the system is not constantly changing…it works because it was well thought out…most of all Tom’s staff and CPA Team are a pleasure to work with….”
Lance Thayer, Blueprint Financial, Dallas, TX
“ I signed up for the program because I wanted to be able to provide value to my existing and future clients while gaining insight into their financial position…”
Ray Hodges, Hodges Financial Group, Desoto, TX
"The secret to their success is they try to delve into the tax savings angle and use us as a resource to do that."
"We have good response from our ads."
"I was looking for another marketing tool when I signed on."
"I signed on to have a CPA whom I could call for tax planning."
"I signed up because I wanted to be able to provide additional value to my clients while gaining insight into their financial position."