Schedule your 15 minute call with Anthony or Cameron here:

https://calendly.com/infinitewealth/15mincall 

In this episode we interview Todd Mardis, President of Capital Preservation Services. Capital Preservation Services places a high degree of focus on income tax planning for clients paying in excess of $75k in Federal Income Taxes. Todd is joined by one of his tax attorneys, Walt Dallas as we discuss the topics listed below and many more:

What about CPS makes them different than any other accounting firm

Do clients need to change their current CPA if they choose to work w you

Why most CPA’s do not provide tax advice or tax planning?

Why are most CPA’s conservative?

What is the difference between a tax attorney and a CPA?

How does a client prove their deductions and what type of inhouse help do you provide?

What to do if you get audited?

Check our on-line course at www.InfiniteWealthCourse.com

 

Resources:

https://cpsllcms.com/