Question 1

What services does the company offer?

Accepted Answer

The firm offers a wide range of services, including accounting services, tax preparation, forensic accounting, IRS representation, financial planning, international tax assistance, multistate tax services, litigation support, and forensic tax services. They specialize in serving high-net-worth individuals with complex tax needs, such as professional athletes, musicians, and entertainers.

Question 2

What is the firm's approach to client service?

Accepted Answer

The firm takes the time to understand each client's unique needs and goals, and they are committed to providing tailored, concierge-level tax and accounting services. They aim to maximize efficiency and accessibility for their clients, while maintaining a high level of personalized attention.

Question 3

What is the firm's mission or guiding philosophy?

Accepted Answer

The firm's guiding philosophy is captured by the quote "planning is bringing the future into the present so that you can do something about it now." - Alan Lakein. They work to ensure their clients' financial futures are secure by guiding them through the complexities of retirement planning and other financial matters.

Location	Google category	Reviews	Status
9040 Town Center Pkwy, Lakewood Ranch, FLprimary	—	4.9 (212)	Claimed
1305 Monroe Ave NW, Grand Rapids, MI	—	—	Claimed

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Doug Zandstra

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