Doug Shumway, an attorney, found Insight Tax through a referral and credits John Briggs and the team for personalized tax strategy on client deals and his own business moves. He values their quick responses and recommends them for small-to-medium business owners needing immediate, tailored guidance.
I've been with Insight for a couple of years. I actually found them through one of my attorneys that works with me. He's been a friend of one of the— well, John Briggs at Insight Tax for a long time. And I was actually searching for a new accounting firm. I had hired a lot of large accounting firms and I just wanted to find a new one. So when I was meeting with John, I got this feeling about John that he really cared about the small to medium business. It just became really obvious to me that that's kind of his specialization was that, and that he could really look at my business and understand my needs and cater my tax strategy for that. A number of times I've been able to get a hold of Insight, whether it's John or anyone else, and actually get advice. So I'll be structuring a transaction for a client that's looking to sell their business and they want to know the right tax strategy for that. And so I'll get a hold of someone and then they'll write me back or call me and we'll talk through a tax strategy. That really benefits them and then allows them to move those assets, the cash proceeds or whatever from the sale, and do a lot more with it. So that happens for my clients. And then for myself, anytime, whether I'm— I recently opened the office in San Antonio. So as part of that, I actually get a hold of John or anyone at Insight and say, hey, what do I really need to be looking for? And we're in a new jurisdiction, we're doing new things. So what do I need to be careful of? What do I need to be thinking about as far as any sort of tax? What benefits can I get? Because, you know, in certain jurisdictions, there's a lot of tax benefits that otherwise you may not know about. I would absolutely recommend Insight Tax. It's really easy when you're working with them to get personalized service immediately over phone or via email. I've never had an issue getting an immediate response. So I recommend my clients just call in, speak with someone from Insight, and you'll get an immediate response and someone will be meeting with you about your specific situation.
