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When this physician came to us very little attention had obviously been paid to the amount of income tax this single mother was paying.  Her tax strategy had not been thought out, and her tax returns had simply been prepared without any thought to tax saving techniques ... year after year.  In our initial review we determined she had overlooked every single tax saving device Congress had provided her.  We began our heuristic process of actively investigating every opportunity to save income tax.  When we had finished, her income tax had been cut from $30,000 a year to $3,000.  Every step we took was methodical, well thought out and completely within the law.  

When this taxpayer came to us, she told us she had paid $75,000 in tax the previous year.  Our joking reply, "I'll bet you will never forget writing that check."  Then she said, "I didn't write the check, I didn't have the money."  That was a tip off right there.  When someone owes more income tax than they can afford to pay, something is wrong with the tax return.  Then she told me she had been audited and actually was assessed more tax.  We did the same methodical process we do with all our clients.  When we finished, her income tax for the following year had been cut to $34,000.  Unbeknownst to us, their former accountant, using our tax strategies, had arrived at a liability of $45,000. 

When this gentlemen came to us he didn't want to use us as his tax accountant.  He wanted us to help his tax accountant do a better job for him.  After determining this physician had so much loss carry forward there was almost no way he could have a current tax liability, we, oddly enough, decided to help.  I presented the process to the accountant.  He raved over it, saying it was the best thing since sliced bread.  But he had trouble getting it and kept calling, so I finally had to quit taking his calls.  On April 15th we got a panic call from the physician.  His tax returns showed a $15,000 liability.  We extended him until we could get a good look at his tax returns.  It turned out the accountant had completely misunderstood.  Everything he did was done exactly backwards.  We straightened it out, and as expected, he owed no income tax.

We no longer work with other accountants in any shape or form.

This lady motivational speaker and her network marketing husband are tax clients, but also clients of our Time Saving Strategies.  We do their record keeping using our behind-the-scenes process.  She and I happened to be speaking at the same convention.  She spoke first, and later in the day when it was my turn at the podium, she introduced me.  She told a story about our behind-the-scenes process.  She said she normally never hears from us.  Normally, we just access her bank accounts and credit card accounts directly.  But this one time she got an email from our staff person.  Our staff person said they had googled the name and tried the Chamber of Commerce, but we had not be able to identify this vendor.  "What is Pleasure Palace and what do they sell?"  Then she said, "I'll bet they were really worried about my answer."  Then she paused, "It's a gas station."  She got a big laugh and I got huge applause.  By the way, she was right.  I saw gas stations by that name when I was in her home town later that year.

In the end, after this methodical process, tax savings happen