CHARLIE HELPED ME SELL MY PRACTICE FOR 20 PERCENT MORE THAN WHAT I WAS OFFERED
I engaged Charlie to help me negotiate the sale of my dental practice which I had worked in for over 30 years. It was one of the most stressful events in my life. Charlie handled all the negotiations and we used his legal team to structure the deal. At the end of the day, he was able to sell my practice for 20 percent more than what I wanted. He and his team are the best dental accountants nationwide.
THEY FOUND AN ERROR MY OLD ACCOUNTANT MADE WHICH SAVED ME $9,832
Charlie found where my previous accountant incorrectly handled a passive loss item which should have been deducted. Charlie amended my tax return which gave me $9,832 of found money.
THE BEST ACCOUNTANT’S I HAVE EVER WORKED WITH!
Before working with Charlie, I never got any tax planning advice. I was always told that when I made more money, I simply had to pay more in taxes. Boy was I wrong. Charlie and his team engineered a tax plan that allowed me to keep 30 percent more of the fees I generated. What a pleasure it is to work with him.
A TAX DEDUCTION WORTH OVER $100K IN SAVINGS
When I had a breakout year, Charlie recommended a Captive Insurance Company to mitigate tax which saved me over $100,000 in federal and state taxes the first year I used this strategy. They projected I would have over $1.0 million in additional accumulated wealth in 9 years using this technique.
THEY GOT ME A REFUND FROM MY AUDIT
Charlie and his team are the first accountants that have ever taught me how to reduce my taxes. Just after working with Charlie, my wife and I were audited for a prior year in which our former accountant prepared the tax returns. Guess what? At the end of the audit, Charlie actually got us a $3,800 refund instead of having to owe more taxes.
I SAVED OVER $60,000 IN INTEREST CHARGES
Charlie put a competitive lending package together for my practice loans and was able to refinance all my equipment and practice debt and ended up lowering my interest rate by 3.25%. This reduction saved me over $60K in interest charges over the life of the loan.