Damon Ritchhart's videos and podcasts

I’m specifically looking for someone who enjoys the strategy side of tax planning and takes a proactive, year-round approach rather than primarily preparing returns at tax time. Jonathan spoke highly of you, so if this sounds like your wheelhouse, I’d love to hear your thoughts and potentially set up a quick call.

Also, if you have a Google Business Profile, could you include a link to your Google reviews? I’d love to see what your existing clients have to say about working with you.

Does your pricing include tax preparation and filing in addition to strategy? If not, what would the approximate all-in annual cost be for strategy plus our personal, business, rental/property, and applicable multi-state filings?

I have one primary operating business and a separate LLC for our rental properties. Would the rental LLC be considered an additional business/entity for pricing purposes, and would there be an additional charge?

How do you price your services, and how do you determine whether the potential tax savings justify the cost and complexity of a particular strategy?

What does proactive tax planning look like with your clients throughout the year, including reviewing prior-year returns for missed opportunities?

Can you give me an example of a strategy you’ve implemented for a business owner that went beyond standard deductions and retirement contributions?

For a business owner with an S-Corp, rental real estate in multiple states, and a sizable stock/crypto portfolio, what are the first areas you would typically investigate for meaningful tax-saving opportunities?

I’m evaluating a few tax strategists/CPAs and had a few quick questions before scheduling a call:

What's the single biggest opportunity you think I'm missing?

If you were running my business, what would you do differently?

What other professionals should be on my advisory team?

Can you help with estate planning and protecting my wealth?

Who represents me if there's a tax problem?

What happens if the IRS audits me?

Can you help me raise money or prepare for investors?

What should I be doing now to increase my company's value?

Can you help me sell my business someday?

Can you help me buy another business?

Can you help me make better business decisions, not just file taxes?

What benchmarks should my business be measuring?

How do I improve cash flow?

How profitable am I really?

How much cash should my business keep on hand?

Where is my money actually going?

How do I know if my business is financially healthy?

Which numbers matter most in my business?

What financial reports should I actually be looking at every month?

Can you help me understand my financial statements?

What structure gives me the most protection and tax savings?