Tax strategist recommendation

[Karim Z.]

I read a recent article about the importance of good tax strategist, I wonder if anyone has good recommendation for a tax strategist or CPA? Thanks

[Carl Fischer]

I like a small company that has the attorney and CPA in house and can meet with you together. Sometimes the CPA and attorney are on different pages. By meeting together you eliminate opposing positions and you get clear directions going forward with an understanding of risks and savings associated with taxes, asset protection, and estate planning to mention a few. Annual strategy meetings should be in their business model and not meeting at the end of the year to determine last years tax returns but to implement tax saving strategies for the new year.