Avoiding an audit through our audit protection kit is a great start.  But what if you want to use a professional for tax preparation or a mortgage refinance?  Since tax weaves itself through everything financial it is critical that you use a competent professional who knows how to “proactively” use the law to your favor.

Many times people’s hatred of taxes drives them to use a professional that uses “gray areas” or aggressive tactics to save tax.  While our slimy politicians can and do waste our hard earned money paid in taxes, you do not want to cross the IRS.  In the worst of cases, they can sieze your assets and throw you in jail.  Just ask….Wesley Snipes.  So instead of using someone who “bends” the law using “gray areas” to save you taxes you might want to consider someone who uses “proactive” measures to save you taxes.    

There is a distinct difference between being aggressive and being proactive.  The professionals listed below are firm believers in being proactive – plan ahead to take advantage of every tax law afforded us instead of being aggressive and using “gray areas”.  Look, audits are expensive.  The trick is to avoid them at all costs with proper proactive planning. 

Below are a list of professionals who are firmly committed to using “proactive” planning measures to save you money legally without using “gray areas”.  They firmly believe that experience counts.  

Tax Firms:

Callie Neville Tax Services 

1031 Exchange Agents:

Exchange Resource Solutioins – Jeff Yonamine

Wealth Management Experts:

Wealth Management Associates

Mortgage Brokers: