Ryan VaughnCOO of Incite Tax & Accounting. Ask me anything about your taxes.

Am I Getting Good Tax Services | Incite Tax

26 Jan 2017 · 2 min

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1:38

In this promotional video, the speaker from Incite Tax critiques the conventional "plug‑and‑chug" approach used by many accountants, where client information is simply entered into software and billing is done in short, costly increments. He argues that this model discourages client questions and limits tax‑saving opportunities. Incite Tax instead offers a collaborative, proactive tax‑planning service that encourages clients to discuss their personal circumstances freely, allowing the firm to apply tax‑code strategies that maximize savings. The speaker highlights that many clients feel they overpay under traditional models, and emphasizes that the IRS disapproves of some of the aggressive tax‑saving strategies they teach. He concludes with a call to action: viewers can fill out a contact form to receive a free tax‑planning session tailored to their situation.

Chapters

Have you ever asked yourself what makes an accountant different than other accountants? In fact, maybe you sat down and said, do I use my current accountant this year or should I switch? What's going to make the difference? Well, if you've come across any normal accountant, you probably feel like they have what we call the plug-and-chug mentality. Give me your information, I'll plug it into my software, and for the love, don't call me until next year because if you do, I'm going to bill you in 6-minute increments. Look, that sucks. You need the opportunity to ask questions to a tax professional without feeling like you're gonna get gouged at 6-minute increments. What we like to do is figure out the services our clients want us to do for them, and then we encourage them in the pricing to call us with their questions because we know the only way that you're gonna save the most on your taxes is if you have the opportunity to talk to a professional where you can tell them, This is what's going on in my life. And they can then tell you, well, this is how the tax code applies to that. So that the two of you work together as a team and figure out how to maximize the tax code to your benefit. So a lot of our clients come in feeling like they're overpaying. And with our tax planning sessions, we'll sit down with them and they figure out with our tax strategies, which by the way, the IRS really hates it when we educate them on some of these strategies because you are going to keep so much more money in your pocket. So, fill out the contact form below. We'll give you a free tax planning session, and we'll figure out, with the situation you can describe to us, how the tax code will maximize your tax savings. Thank you.