Over the years, we have observed tax professionals helping tax professionals in other firms. We encourage our members to partner and network with each other to add new services to their practices. TaxConnections network effect is of great value to small and medium sized practices who want to add specialty expertise to their practices.
The purpose of this post is to lead you to experts who will work with you when you refer new business to them. You maintain 100% control over your clients! We encourage all tax professionals who want to add specialty expertise to their practices to reach out to these TaxConnections Members:
For everyone familiar with Blake Christian, you already know his reputation for integrity and expertise. Blake is a national leading expert on Opportunity Zones, Tax Credits and Incentives and Real Estate. He is the “consummate expert” retained by many of the leading firms in the country who outsource their client needs to him. He can be reached at Blake.Christian@hcvt.com.
For every tax professional who wants to increase the value of their practice by offering tax planning and trust services, you can now outsource this work to him. Their team of tax specialists have worked with some of the largest corporations, CPAs, EAs and tax advisors in the country, saving their clients over a billion dollars in taxes. Keith shows CPAs, EAs and tax advisors how to increase monthly recurring revenue by up to 40% or more with no out of pocket costs. Keith actively supports tax advisors nationally in helping save their clients thousands of tax dollars! Reach out to Keith Youngren at this link for more information.
During 2020, we posted a series of articles written by Ed that were segments from his book How To Select A Financial Advisor which you can download for free at this link. As you read his book you will learn it is written by a man of great integrity as he exposes the industry from the inside out. My recommendation is that every tax professional and taxpayer read Ed’s book and do not refer anyone to a financial advisor for wealth management until they read his book!
Ed Mahaffy works closely with tax advisors who want to offer wealth management services to their clients.
Teig Lawrence works with tax professionals who have clients who require a high level of expertise on Non-Compliant Foreign Accounts, Offshore Compliance, FATCA, IRS Offshore Voluntary Disclosures, IRS Streamlined Submissions, Tax Collection Procedure, IRS Examinations, and Penalty Relief.
This penalty mitigation practice focuses on: Form 3520; Form 3520A, Form 5471, FinCen Form 114 (FBAR), Form 8938, Failure-to-File (FTF), Failure-to-Pay (FTP), and most other IRS penalties.
Teig Lawrence takes most penalty cases on a contingency fee basis and works with tax professionals who want to add this service to their practices.
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