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How Legitimate Is Your Tax Strategist?

Diane Kennedy's picture

I have a new client who was a victim of one of these “tax strategy” companies that charge huge fees and don’t sign returns. In this particular case, the “tax strategy” company just folded up their tent and ran away. Now my client is left trying to sort out the aftermath. Unfortunately, I think the big fee that they paid to this company is the least of their troubles.

How do you know whether the person giving you tax advice is a shyster or a strategist?

Here are the problems that I saw from this guy touting himself as a “tax doctor”.

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