 |
How we get results
How does LogieCPA get results that no other CPA firm can get?
In addition to annual continuing education, LogieCPA’s staff focuses on intensive training in strategic tax planning. This allows us to provide the best results possible for our clients, while placing a strong focus on communication and education.
What happens after I complete and send in the tax questionnaire, my documents, and the fee for the strategy?
Once we have received your completed package, you will be contacted within one week to schedule your initial 90-minute strategy session with your personal tax coach. During this call, you’ll review your current strategy, go over suggested changes, and come up with a list of action items. You’ll be astounded at what you can accomplish after just this first call!
Then, within 48 hours, you'll receive a package including a bulleted list of action items you’ll need to implement your plan. You will also get a full tax strategy report, complete with footnotes and references to all of the IRS authoritative guidance methods allowing you to get more deductions and pay less in taxes.
Finally, you’ll have the opportunity to schedule a follow-up call with your personal tax coach. This should be about two weeks after your initial call to allow for time to get started on the action steps you were provided. The second session is your chance to ask about more ways for you build net worth and cash flow, without creating additional tax.
Why do I have to complete this questionnaire?
In order to produce the best results possible for you, we need to first understand where you are and where you want to be. We do this by having all of our prospective clients fill out the questionnaire, which is a simple guide that helps us work with you completely and most effectively. Each portion of the questionnaire is critical for your future success.
What happens after my strategy is implemented?
After you have completed the entire tax strategy process, you will then move into one of our tax maintenance plans to ensure you never overpay on your taxes again!
|
 |
