In 2006, Columbia CPA Group, LLC purchased the assets and client list of an existing local CPA firm. During the following anticipated transition the company was able to manage the resulting contraction and emerge with a renewed focus and profitability.
During the fall of 2010, a realtor friend of Aric’s shared some materials with him from a Murray Bradford Tax Institute Seminar that he had recently attended. This client hired his wife and son and save a couple thousand in taxes the next year. That’s when the light came on, he realized that he should have been the one to teach his client about how to be more tax efficient. That set him on a quest to gain more knowledge about loopholes in the Tax Code. His search led him to Tax Coach and in June 2011 he received specialized training in proactive tax planning and earned his designation as a Certified Tax Coach.
Taking his new knowledge of tax savings strategies back to his tax practice he has been able in less than four years to save his clients in the aggregate more than $1,000,000 in wasted taxes. He has continued his education regarding tax planning and has discovered several legitimate strategies that are jaw-dropping in their efficacy. Some are almost too good to be true, but they work.
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