Meister Advisory
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Throughout my tax career, I have had a diverse client base ranging from high-net-worth individuals and small businesses to international private equity firms and various portfolio company's the private equity firms invested in both domestic and foreign.
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What kind of accounting services do you provide?
I provide federal and state tax return preparation services for Individuals, Partnerships, Corporations, S-Corp's, Trusts, Estates. I have extensive experience with post tax reform US International taxation a reporting of foreign entities and investments.
Why is it so important for businesses to hire a great accountant?
IT is important for a business to hire an accountant well equipped to grow with their business that is able to understand their business model and identify planning opportunities to reduce their overall tax liability. Additionally, it is important to hire a practical accountant that understands filing obligations and the associated risks to avoid penalty's and IRS audits.
What do you love most about your job?
I enjoy leveraging technology to streamline the tax process to create efficiencies with recurring clients, as well as better understanding my client's business models to explore for tax planning strategies to reduce their overall tax burden allow for increased free cash flows. I am most happy when I am able to save my clients more money than they would have if they went to another tax preparer.
What inspired you to start your own business?
After leaving the Marines and attending business school, I found I had an extreme work ethic. After many years working in public accounting, I realized I would rather have smaller and more diverse clients, so I could better serve the community and grow my network.
Why should our clients choose you?
I am approachable and easily accessible to my clients. I am creative and always looking for alternatives that would be preferable to the status quo to help my clients realize tax savings.
Can you provide your services online or remotely? If so, please add details.
Yes. I am fully capable of providing services remotely.
What changes have you made to keep your customers safe from Covid-19?
I completely service my clients remotely, so there is no need to expose my clients, or myself to Covid.
Individual Tax Services
Tax Planning and Consultations
Corporate Tax Services
Partnership Tax Services
Trust Tax Services
International Foreign Reporting of Outbound Investment
Real Estate Partnership Tax Services
