First, I would say that Daniel Greene is the fictional CPA I had been looking for since seriously growing my income and net worth. The golden rule to wealth building is to spend less than you make and invest the difference wisely.
One way to optimize the gap between your spending and your gross income is to minimize the taxes that you pay. The IRS tax code is something like 50,000+ pages filled with all kinds of incentives to legally reduce or eliminate your tax obligations. Another favorite maxum of mine is that it’s not how much you make but how much you keep of what you make that matters most.
Unlike many CPA firms that I’ve talked to over the years, Daniel and his team play the role of both CPA and Tax Strategist. The value in a CPA firm is not in completing a tax return but in partnering with their clients to ensure they are paying the legal minimum by taking advantage of all the savings and incentives possible in the tax code.
I’ve been engaged with Daniel and his firm since 2019, and can say that his firm has saved my family several million dollars in taxes over the last five years. He and his firm have been a HUGE value add to me, my business partners, and various referrals I’ve made over the years. I particularly appreciate his willingness and ability to vet various strategies and ideas that I come across. As any high achiever, I work aggressively to make money, and with Daniel’s help, I’ve been able to be just as aggressive in keeping as much of that money as possible through regular and strategic tax planning. It’s also very helpful to work through pro-forma tax returns to calculate tax liabilities to aid in decision making and planning.
I would highly recommend that if you are a high income and high net worth individual that you entertain working with Daniel and his team.