Our Hackensack Second Opinion Services
If you are like many successful individuals, you and your family already have a relationship with an accountant or financial advisor. Maybe things are going just fine…or maybe you’re wondering if the advice you’re getting is in your best interest…or your advisors’ best interest?
IF SO, IT MAY BE TIME TO GET A SECOND OPINION.
Why is a second opinion important?
Much like a patient might seek a second opinion after a medical diagnosis, our Second Opinion Service (S.O.S.) can provide confidence and help determine if your current tax returns and plan are designed to address your objectives and help you pursue financial independence. Our process provides an opportunity to determine what steps you might take now to get on course.
Just to give you an idea- we saved a client over $600,000 after our initial review of the tax returns
What does the service include?
Our Second Opinion Service offers a complimentary consultation. It’s an opportunity to just talk in a “no-pressure” situation. No sales pitch, no gimmicks. We’ll provide an objective view of your tax returns and talk about how we might help you and your family pursue your long term goals
How do I request a Second Opinion?