By Sam Forline on March 2, 2024 Verified by Google

George and his team have been doing my accounting, bookkeeping, strategy, and taxes for 6 years. In that timeframe, my company grew from 15 to over 200 people and with millions in profit. They have proactively identified strategies to save us considerably in tax (over 100k per year). I have recommended them to friends of mine in my inner circle that are far more successful and they also have vouched for him. I have mostly been working directly with Xintian on his team but the others have been excellent, as well. They coached me through 1) biz ownership 2) rental property ownership 3) section 8 ownership 4) creating new companies for my side projects 5) payroll and ITINs for staff members 6) personal property tax 7) business profitability. This is night and day from my prior accountant which basically just did the returns. I also need to give myself credit, as well, since I do take them up on mid-year strategy consultations to ensure I am planning ahead of time. They are very big on that & if you follow their timelines, you will get the benefits and clarity. I book my monthly calls with them & they understand my business in detail. Highly recommend!

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By Sam Forline on March 2, 2024 Verified by Google

George and his team have been doing my accounting, bookkeeping, strategy, and taxes for 6 years. In that timeframe, my company grew from 15 to over 200 people and with millions in profit. They have proactively identified strategies to save us considerably in tax (over 100k per year). I have recommended them to friends of mine in my inner circle that are far more successful and they also have vouched for him. I have mostly been working directly with Xintian on his team but the others have been excellent, as well. They coached me through 1) biz ownership 2) rental property ownership 3) section 8 ownership 4) creating new companies for my side projects 5) payroll and ITINs for staff members 6) personal property tax 7) business profitability. This is night and day from my prior accountant which basically just did the returns. I also need to give myself credit, as well, since I do take them up on mid-year strategy consultations to ensure I am planning ahead of time. They are very big on that & if you follow their timelines, you will get the benefits and clarity. I book my monthly calls with them & they understand my business in detail. Highly recommend!

Write a Comment