Tax preparation; including not limited to any current and/or future Strategic Tax Implications:
Mr. Brennen, Bill, was kind enough to initially start by reviewing the Worksheet sent out to his clients.
This I found to be extremely detailed,; hence as his clients' , we therefore focus on what is important to present to him, thereby thereby Bill, the expert, to focus on the individual needs of each client.
As we have seen in recent years, the financial needs of people may change, grow, or even diminish! Therefore, a one size fits all approach does not fit all?
This is where, I believe, is one of Mr. Brennen, Bill's, greatest strengths!
, Bill's,
by Barbara A. Angiolelli on May 06, 2015