Q:

Subject: FW: To Kerry, Seeking Your Services

 

Hello Kerry, I have been reading up on your site and also on Drew Miles, have you heard of him? Both of you seem to really understand the secrets and strategies on using LLCs for Tax Reduction, and Asset Protection.

Drew Miles is very expensive, and I need a tax pro office like Drew Miles (just like Drew Miles) but without the extremely high price of $4,000.

I set up an LLC this year in January, and I have it taxed as an S-Corp. I am wondering if you could please give me a call  to discuss you helping me with Income Shifting into another Corp, maybe a C Corp, protecting me from Lawsuits, etc.

Call me. I didn't see your number listed, I really want to talk with you Kerry, thanks.

In Regards,

A:

I am very familiar with Drew Miles and his tax savings strategies. His techniques are very useful; but what rubs me the wrong way about him is his claim to be the only person on Earth who knows about them. There are several of us tax pros around the country who are very experienced using the exact same techniques as does Mr. Miles, usually for much lower fees.  In fact, the tax plans prepared by the TaxCoach Software include most of the exact same things as Mr. Miles' plans, for a fraction of the cost.

There are far too many options to consider and possible scenarios that can be used to achieve your goals for me to even begin giving you specific advice via this medium.

You all will need to work directly with an experienced tax pro who can analyze your unique circumstances. I wish I could help; but I already have too many clients to take care of properly; so we are still trimming back on the difficult clients and are not accepting any new ones at this time. 

Unfortunately, we don't have anyone specific to whom we could refer you. I did recently post some names and links for some like-minded tax pros around the country. 

If you haven't already done so, you should check out my tips on how to select the right tax preparer for you. 

You may want to ask any potential tax pros if they use the TaxCoach Software service in order to locate someone who can give you similar service to Drew Miles.

I wish I could be of more assistance; and I wish you the best of luck.  

Kerry Kerstetter

Follow-Up:

Thank you so much Kerry! I have the list of the referrals for people that are similar to you and Drew Miles. That's basically what I am looking for, someone who knows what Drew Miles knows but is a little cheaper lol.

 

Thanks alot, and God Bless you for this buddy.

Labels: corp, cpa

- posted by Kerry M. Kerstetter, MBA~CPA~ATP~ATA @ 5/15/2007 10:53:00 AM Send this post: