CPA Referrals

CPA Referrals

Issue:

As a CPA in public accounting, you are busy with tax compliance work and don’t have time to research advanced tax planning strategies. Furthermore, you are not even sure if your client is willing to pay you for all the time-consuming work it takes to implement advanced tax planning strategies (e.g. vet tax attorneys, conduct case law research on their proposed tax strategies).

Solution:

Vardan Pogosian was in public accounting and understands the challenges CPAs face and he is here to help. As a former IRS Agent, Vardan has vetted tax reduction strategies from the government’s perspective. When he is presented with a tax reduction strategy, Vardan first asks “Would I allow this deduction when I was an IRS Agent?” The answer requires research of the tax code, case law, and pasts IRS audit results. Only after such careful vetting and research, Vardan is comfortable adopting such strategy and offering it to his clients. 

When you trust us with your client, we can handle the entire engagement with very minimal input from you-the CPA. Or, if you prefer, we can facilitate the entire tax planning engagement in the background, and you can be the “face” of the engagement. Either way, the goal is to help your client legally minimize tax and make you look like a hero.  Rest assured, we will never solicit your client for any traditional tax and accounting services. We are not here to compete but rather collaborate.