We don’t prepare your tax return but instead provide valuable adjunct services to you and your tax accountant to allow you to capture specific credits and incentives.
Just like your general doctor relies on the expertise of specialty doctors, we work with your accountant in much the same way. Our specialized expertise generates credits and deductions not otherwise available to you without expert number crunching and analysis. We do the heavy lifting and hand the results to your tax accountant to incorporate in your tax return, providing you with impactful tax savings.
With over 25 years of experience preparing returns and advising clients on tax strategies, Dawn Polin recognized several valuable strategies that were consistently overlooked. This was mainly due to the in-depth analysis and knowledge needed to capture these incentives. Dawn saw a need to provide this niche service to other CPAs so their clients could capture these incentives in a cost-effective manner.
A recognized expert in real estate taxation matters, Dawn Polin is regularly asked to present on this topic and has done so at many conferences and platforms including: CPAacademy, NC Bar Association, American Society of Cost Segregation Professionals, Clear Law Institute, Compliance IQ, Lorman CPE, Strafford CPE, Dental Wealth Nation Podcast,Today’s Real Talk Podcast, and Dreamfirms.
We provide assistance to our clients in a variety of areas with broad experience and a goal to provide valuable insights.