We are fairly new to the area and don't know anyone to glean info from.

There's a lot more that can be gleaned from someone's social posts.

Skype) or phone consulting - year end tax minimization strategies for existing entities - SBA disaster loans (EIDL, PPP) advice specific to my needs- existing multiple entity review, consulting, cleanup & re-evaluation- document review - corporate tax return assistance & filing What I don't need:Entity formation (I use my own sources)Bookkeeping, misc. servicesWhat I've gleaned from initial free consultations:KKOS/MARK KOHLER:PROS:- past reviews seems to be altogether positive- I would likely be working with one of their partners, not Kohler himself (he charges $600.hr)- initial consultation fee applied to work- hourly rate off $350 - no membership programs but they do have specials like the entity cleanupCONS:- separate tax/accounting firm from the legal side- have no idea how many hours I might rack up- no experience with KKOS to date.ANDERSON ADVISORS:- Anderson's Tax Advantage Program: $2995 (in addition to the Platinum membership ($2995)- tax advisor assesses current business & tax situation - advance tax planning & prep- audit protection- living trust ($2,500)- Platinum Membership Enrollment Fee Waived + $35 a month- Business Continuity Program- Advanced Strategy Analyzer- Structure Implementation Workshop- Unlimited Attorney Consultations- Unlimited Questions with Tax Team (Tax Attorney, CPA, etc.)- Online Retirement Coach- Risk-Free Wealth AnalysisI had been a tax client of Anderson in prior years, but never signed up for any of their client programs.PROS:- I particularly like the fact they combine their legal and tax teams to figure out the right strategy customized to your situation and goals all under one roof - but that comes at a premium.- no hourly billing- attorneys licensed in NV where I operate- Platinum membership provides unlimited consultations, emails from their legal team as opposed to billable hours- in-house access with a Sr.

Hoping to glean some knowledge and insight from the forum as I continue to grow my business.  

I realize most BP members don’t follow that approach, but my strategy is different and has been gleaned from some very insightful comments and advice that some well respected members have posted.  

@Onan Dumas What are some nuggets you've gleaned?

I look forward to gleaning all I can from this site.  

Better to find others with experience you can glean from!

This is not my opinion,  just what I have gleaned from Don r Campbell from REIN.  

I love sharing the little bit I've managed to glean.