Creative Tax, Estate and Asset Protection Strategies
Creative Tax and Asset Protection Strategies.
Estate and Wealth Preservation Services.
IRS Representation
Tax return preparation services
Keywords: Tax, Asset Protection, Trusts, Estates, IRS, foreclosure, short sale, land trust, IRA, Self Directed IRA, LLC, FLP, Offshore
Interview Q&A
How long have you been in business?
I have been a CPA for 40 years.
What is your primary product or service?
Tax, Estate and Asset Protection planning and related services
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Personal need for tax, estate and asset protection led me far beyond the typical CPA tax practice and led me to realize the genuine need that many investors and business people have for practical and effective help in these areas. I began my career in tax practice, spent a number of years with one of the top CPA firms, some years in industry, and the balance of my time in consulting and strategic planning.
How do you differentiate yourself from other businesses in your category and area?
We provide creative and practical strategies that we have proven to be effective and efficient with our own business and investments and that we have proven with investors and business owners in the US and in other nations.
How many locations do you have and do you have plans to expand?
We have one location and do not plan to have additional offices
What type of payments do you accept?
cash, checks, credit cards
Which areas do you service?
We have clients across the US and in Europe, South and Central America, India and the Pacific Rim
Who owns your company or runs daily operations?
David W. Southwell
What are your hours of operation?
10 AM to 7 PM weekdays