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What do you mean when you say, “I’ll tell you if I can’t help you”?

David's Take:

When we run into situations and the tax payer has means, whether it be equity or cash flow, there are situations that we run into where it’s not a benefit for us to get involved. And the taxpayer maybe is looking for something that they’ve heard in these TV advertisements, or they’ve heard successful results as far as reductions and things of that nature, but we can tell pretty quickly upfront that this prospect is not a good fit for those solutions. We are very upfront and want to be very straightforward in letting our prospect know if there is something we can do, then we need to take a look at what’s involved and what the opportunities are there. But just on the other side of that, if there’s something we can’t do, then we’re going to let the taxpayer know what the position is, what the reasons are, and that they need to go ahead and address this tax bill, and the opportunities they’re looking for may not exist.

Gerald's Take:

We simply tell you, and normally we’ll have some suggestions for you. This will either be steps you should take to help yourself, or we may suggest someone else for you to call.


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