Client Success Stories
Check out some stories of our clients' past experiences with us. To share your own experience, please fill out the Testimonial Form below.
Executive National Sales Director: When she, her husband, and one year old son moved from California – a move that will save them approximately $10,000 every year in state income taxes, nearly every top Director in the Dallas/Ft. Worth area to whom she talked recommended Jeff The Tax Man. In addition to having him prepare their tax return, she immediately invited him to speak to her Directors at Seminar so he could help them, too. Her trust was validated – within one year, he helped her and her husband incorporate, which resulted in their tax decreasing by $7,356, though their taxable income increased by $45,044 (i.e., they made $45,044 more in income, but paid $7,356 less in tax), saving them over $15,000 in tax. And now after two years, their total income has increased by $100,000 from what it was two years ago and yet their tax is the same as it was before they incorporated. Ostensibly, they got to keep all that extra $100,000. That’s what you call “Paying YOURSELF, not the IRS!”
National Sales Director: Jeff The Tax Man amended their previous year’s tax return to recapture a refund for them of $6,683 plus interest. His incorporation strategy is projected to save them $8,000 to $10,000 every year. She likes his simplified, time-saving record keeping system so much that she has had him teach it to her Area at a Master Consultant Workshop, January Jump Start, and Fall Advance. At one event she also had him inspire her Area to reach for their God-given potential with his “Be Fruitful And Multiply” speech.
National Sales Director Emeritus: Jeff The Tax Man has been her tax preparer of choice for 15 years and has spoken to her Directors numerous times. She has also had him speak at Dallas area Directors meetings. In one five-year period with Jeff The Tax Man preparing her income tax returns she received total compensation of $966,889, yet paid only $5,024 in taxes.
Senior Sales Director: In 1992, as one of his first cosmetics business clients, this Senior Sales Director was looking for a godly man to take a pro-active role in reducing their taxes. After amending their prior three years’ tax returns,Jeff The Tax Man was able to retrieve over $2,600 for them. Moreover, by incorporating her husband’s business, Jeff reduced their taxes $1,800 per year AND INCREASED HER HUSBAND’S INCOME BY $10,000 EVERY YEAR! She subsequently had him speak at a Dallas Area Directors meeting where several Directors booked him on the spot to speak to their Units, too. From that day on, he has never had to spend a dime on advertising, and today has hundreds of cosmetics business clients.
Record keeping Success Story: This Sr. Sales Director had heard Jeff The Tax Man teach his record keeping system for years. More importantly, she took it to heart and implemented his record keeping tips. After getting Jeff’s help to get their audit switched from an unreasonable, incompetent, and discourteous auditor – based on Jeff’s previous experience with that auditor, she applied the education she received from Jeff’s tax workshops and presented her detailed records to the new auditor, who reversed a $15,000 tax assessment down to $-0-.
Submit a Testimonial
How Was Your Experience with Tax Prep Financial Services?