Yes. I understand that this is a big decision and you have a right to be fully informed about how your specific questions and needs might be addressed according to every reasonable option. You are also entitled to know, to the extent I can reasonably inform you at your first visit, what your fee and payment options would be for potential services.
Isn't it easier and cheaper to buy this on-line?
While there are some low cost products on-line for trusts and estate planning, they are used at your own risk. What may seem good today will be of little value if it does not work as you thought after you are gone. Are you willing to trust your life's work to an on-line purchase?
Will I need to get a CPA involved for tax reasons?
Not at the Romero Firm. Since I am an experienced estate planning attorney and also a CPA with tax expertise, all of the requisite tax planning is already included in the services that you are provided.
If I need immediate help can you accommodate me?
Yes. I know that sometimes well-meaning people put off estate planning until "later", often ending up surprised by an unexpected life event. This is all the more reason to plan ahead thoughtfully so this does not happen to you. However, I understand how life-altering it can be to face a major event unprepared. I take "emergency" appointments when necessary and can expedite the process to meet specific needs.
What about estates and trusts that already exist?
I understand that this area can often be a big issue in the lives of people who are supposed to benefit from such arrangements, trusts, etc. I have experience successfully assisting clients with existing trust and estate disputes in the hundreds of thousands of dollars, effectively recovering mishandled or disputed funds on their behalf. (Results are specific to the facts and law of the individual case and vary accordingly.)
Do you have experience dealing with the IRS?
Yes. Often the greatest asset you can come by when faced with this dilemma is working with a lawyer who is also a CPA. I can fully understand your problem without having to shuffle you back and forth between a lawyer and a separate CPA.
Is there a consultation fee?
There is no charge for the initial consultation. I will take the time to help you understand how to effectively weigh your options for a genuine solution to the problem without the advertising hype.
Do you offer tax planning services?
Yes. I offer effective tax planning services to higher net worth individuals and also to businesses. You will not have to travel between other professionals to get this done and I have experience working with various financial and wealth advisors across the country.
Business Consulting and Outsourced CFO Services
I am so busy; can you meet with me at my business?
Yes. Having been a corporate CFO for years, I understand what it takes to run a business and I have consulted for several different industries directly on-site. I will meet with you at your business as well as perform any required items of our engagement on-site when needed.
If you visit my office is the consultation free?
Yes. Often the only way to diagnose and address issues is on-site and the initial consultation is no different. I understand that for a business to succeed it must maximize profits and my goal is to help you do that.
Can you work with my employees?
Yes. In addition to being an effective CFO in both industry and government, I have consulted with a wide variety of companies and industries for years and have created effective systems that are developed to be successfully maintained by employees of all skill levels.
Can you help my company with outside auditors?
Yes. I have assisted companies with tax audits, workers compensation audits, Department of Labor audits and various other compliance related audits, often saving them thousands of dollars. (Results are specific to the facts and law of the individual case and vary accordingly.) I have a strong background with audits and a proven track record of quickly dissecting complex financial issues to successfully help clients with auditors.
My business needs to raise capital; can you help?
Yes. Having a professional who has worked with large banks and private equity investors can be the most valuable tool in your company's arsenal. I can help your company gain that "next-level", professional edge that you'll need to successfully move forward. I have assisted companies by working with banks and private equity firms both locally and nationally.