Clients Mutually Benefiting

As mentioned in my “mission statement”, the more I know about my client’s tax situation the more I can help them but it does not end there. In my quest to see my clients succeed, I continually seek how my clients can mutually benefit each other. A couple examples of this would be:

One of my Client’s would like an Arizona school tax credit donation made in the name of their child’s tuition. At the same time I have a client who is looking for an Arizona tax credit.

One of my Client’s is seeking to hire some one in a particular profession. At the same time I have a client in that particular profession.