Topic: When did your clients tax advisor last call you or your client with a tax savings strategy?
(Or How I help clients reduce their tax burden by almost 39% on average)
Speaker: Chris Middleton, Owner of Bridges Tax Solutions
Presentation:
- Review of most clients pain points when it comes to taxes and how to uncover those pain points!
- A preview of the key questions that most tax accountants simply don't take the time to ask
- An overview of my proprietary process that helps uncover tax savings of almost 39% on average for my clients
Speaker's bio:
Chris Middleton is an Enrolled Agent and has been preparing taxes since 2006.
In 2016 he realized that his clients needed more than just a tax preparer and has since morphed into a "tax strategist" with an emphasis on not just providing advice but helping clients put that advice into motion.
As a Certified Tax Coach he takes a much more active role with his clients to help them achieve optimization in their tax structure.
He is the proud father of 2 beautiful girls (ages 5 and 3) and resides in Northern California but services clients nationwide.
When not slicing and dicing clients tax bills he enjoys all things outdoors (hiking, biking, kayaking) and recently obtained his motorcycle license and is always looking for recommendations for great places to ride (bicycle or motorcycle).