Business Model
Background and Experience:
- Licensed CPA
- Over 10 Years Experience Preparing U.S. Personal and Business Income Tax Returns for the Public
- MBA in Finance
- Over 20 years experience in Finance and Business Analysis
Strategic Mission:
The strategic mission of this business is to help you succeed. That means more than helping you prepare your tax return(s), it means helping you get to where you want to go in life. Often that means figuring out where you want to go. I have been helping individuals and businesses develop and formulate goals, create plans to achieve those goals and review periodic results for over well over 20 years. So while the product I help you produce is a tax return I delight in helping you set goals, plan, analyze results and make adjustments. Some clients just want a tax return from me and that is fine but my passion is helping you with the bigger picture and you will notice that from the topics published in this blog.
Business Model:
With that strategic mission I have a business model that may be ideal for your situation or you may need other assistance. I have created a model based on feedback from my clients over the years. I am interested in serving you with enthusiasm in a way that also serves me. Many clients have expressed they would like to cut their cost of accounting services, specifically the cost of compiling their periodic financial results. I am committed to helping business clients achieve this goal. There are cost effective alternatives to having a CPA firm prepare or compile your period financial results. You can have a bookkeeper, whose rate is much lower, do this work for you or you can develop the assets necessary to do it within your business. Only if your business is very complicated from an accounting and or tax standpoint do you need to pay a CPA to do this work for you and those businesses are very rare. So while many CPAs insist on doing this work for you in addition to your tax returns, I will work with you to empower you to choose other options that will lower your costs.
In addition, I will work with you and see if we can find other areas to help you increase your profitability and progress toward your short and long-term goals. I have been doing this since I began working in corporate finance as a financial analyst in the 1980′s. In addition, I am a licensed CPA and I have over ten years experience in preparing income tax returns for the public. I also have a masters degree in Finance and have spent over a dozen years in corporate finance working with corporate directors and executives to formulate goals and implement strategies.
How is my business different from other CPAs?
My focus is on helping you succeed. In harmony with that I just prepare tax returns. I do not sell insurance, investments, or provide plumbing services. The IRS tax code is so complex and ever changing that a CPA cannot afford to be distracted by providing other services. I keep up with tax law and IRS changes so you do not have to. This is a full-time job. I am going against the current trend of CPAs who try to do everything including investments, legal services, banking, credit and debt services, real estate development, etc.
In all areas of business and personal finance I look for opportunities to assist and empower my clients. Therefore I am always looking for other quality business service providers who can serve my clients in a way that fits with my business model. In addition I love to help clients to be more profitable and/or progress toward their goals by networking contacts for them that can provide significant benefits in their businesses or personal life.
Virtual Services:
My CPA Tax Practice has moved into the 21st century. I can prepare your U.S. Income Tax Returns no matter where you are located in the world as long as you can get your information to me. I have a client portal available to you to download your information for me to prepare your returns. You can also fax, scan and email or plain mail your return to me. If you are in the Dallas area we can also arrange for you to drop off your information if you prefer. Following the preparation of your returns we can discuss you returns and what you vision is and plans are for the future.
I would like to add you as a client. Contact me at the phone number or via the email address below to arrange a consultation:
Jeff Haywood, CPA
972-439-1955
jeff.jhtaxes@gmail.com
Jeff Haywood, CPA – Texas license 094960
Jeff Haywood – IRS PTIN P00391874
Jeff Haywood Taxes – Texas license R00225
