Joe PolishFounder of Genius Network and President of Piranha Marketing

TAX AND ACCOUNTING: STRATEGIES BY MARK PELBERG

19 Dec 2023 · 1 min

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Short excerpt from a YouTube video (Dec 19, 2023) titled "TAX AND ACCOUNTING: STRATEGIES BY MARK PELBERG" discussing firm service models. The speaker contrasts traditional tax/accounting firms ('1040 shops') that do mainly year-end compliance with a collaborative, year-round approach that actively works with clients throughout the year to minimize taxes and maintain compliance.

Chapters

So unlike most tax and accounting firms that specialize in compliance work, we call them 1040 shops, they're going to tell you what you owe at the after the year is closed. They're really going to work with you closely, maybe February, March and April of 24 to talk about your activity in 23. We specialize in collaborating with the client throughout the entire year, so we know that by the end of the year we've done everything we can to, to minimize taxes and maintain compliance. So we've done everything possible to create success for the clients.