Prepare and Amend Tax Returns
We are the very rare Pro-Active Preparers. Preparers who:
- Ask many questions to dig out deductions most of Taxpayers do not know (Have you been instructed on ALL allowable deductions?);
- Help prepare documentation to support the new deductions Taxpayers did not know to do or how to do (Have you ever been trained on ALL the ways to prepare documentations for allowable deductions?); and
- Develop personal tax strategies to substantially increase refunds and decrease IRS audit potential (Have you received training on the many relevant tax strategies to increase refunds and the specific methods to reduce an IRS audit potential?).
FALLACY: The Taxpayers prepare their tax information as well as they can, and give them to the Preparer, who usually prepare an accurate tax return based on the information provided by the uneducated and untrained Taxpayers. Don’t you need help with tax deductions, accounting procedures and tax strategies?
MONEY IN YOUR POCKET: Over a 4 year period, we have amended about 356 returns prepared by others. The average refund for those 356 amended returns is $2,074 per return. Wow, $2,074 additional money in Taxpayer’s pocket!
- 24 years of aggressive and successful IRS Representation
- Member of Dan Pilla’s Professional Society for 7 years. (Dan Pilla has authored 31 books, been on many major television and radio interview shows: has been an expert answering questions and offering advice before Congressional Committee; and has been an expert answering questions and offering advice before multiple Commissioners of Internal Revenue Service)
- Has personally developed IRS Representation strategies and procedures never utilized by any other Tax Professionals.
- Has provided over 30 years of practical consultation in the areas of Business, Finances and Taxes
- MBA training from University of Missouri
- CFP (Certified Financial Planner) training from Hume Corporation
- Real estate agent for Century 21
- Insurance agent with A.L. Williams, now known as PrimAmerica
- 30 years as a Tax Practioner
- Put together over 500 corporations for business, ministries and churches
- Written business plans for hundreds of businesses
- 30 years as an active business owner of many types of products and services
- Has provided over 24 years of practical seminars and workshops in the areas of Business, Finances and Taxes in 35 states and 4 countries
- Averages 2-3 seminars and workshops per month for churches, ministries, businesses and for business and finance conferences
- Has provided over 24 years of practical seminars and workshops in the areas of Business, Finances and Taxes on television and radio
- Known by listeners to be sincere, informative, practical, passionate and humorous
- Has been active in the ministry for over 34 years
- Has pastored for 17 years
- Has over 1,000 pastors and ministers as personal clients in 35 states and 16 foreign countries
- Establishing a ministry of restoration and resources for burnt-out and clinically depressed pastors and ministers
- Provide simple and low-risk investment training and procedures for those have little to no knowledge of investing
- Authored simple, as well as professional investment strategies that consistently earns double digit returns per year since 1991
- Under limited and special conditions, Charlie and Elaine provide personal and sophisticated investment training in the area of stocks and options.
- With three members on staff who were diagnosed with 3-6 months to live due to cancer (Chaz Jaco), heavy metals and Steven Johnson Syndrome (Rich Jesment) and immune system failure (Charlie Chung), a vast amount of health information and procedures were acquired by each individual and respective spouse for Chaz (Kristi Jaco) and Charlie (Elaine Chung).
- With a working association with many highly qualified health professionals (medical doctors and nurses, chiropractors, licensed counselors, nutritional doctors, massage therapists, acupuncturists, personal trainers, etc.) as well as health companies, we have the knowledge and personal experiences to help stressed, chemically and spiritually out of balance, burnt out and clinically depressed individuals be fully restored.
- Provide accounting services for businesses all over the United States
- Provides hands-on training on QuickBooks
- Provides business and ministry auditing to insure that the business or ministry is operating decently and in order, as well as fulfilling the requirements of the lender to qualify for large loans.
Debt Elimination Coaching
- Was one of the first Certified Financial Counselor in 1978 for Larry Burkett’s Christian Financial Concepts, providing training and oversight to establish Financial Counseling Ministry in local churches all over the United States.
- Have five different, powerful and proven methods of eliminating debts and increasing Credit Scores.
- Prepare a comprehensive Feasibility Study to determine whether the business is feasible (should be started) considering the individuals involved, their expertise, current financial condition, and their target market.
- If the business passes the Feasibility Study, then prepare a comprehensive business plan that gives a detail background of the staff, its goals and mission statement, projected financials, its resources, the target market, detail execution procedures and its corresponding results, contingency plans, etc.
- Provide detail description, as well as the advantages and disadvantage of each corporate entity.
- Has help over 500 individuals to incorporate since 1983.
- Provides comprehensive and practical incorporation services
Personal Financial Planning
- Provided personal financial planning with worksheets in local churches all over the United States for thirteen years.
- Provides practical and personalized financial planning taking into consideration the individual’s temperament and personality to increase the probability that the individual will execute the personal financial plan to reach their goal.
- Interject into the Personal Financial Plan, creative methods to add power and relevance, hence greater effectiveness into their Personal Financial Plan.
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