Catherine Tindall, Cpa Email & Phone Number

CPA specializing in helping RIAs, IBDs, and other 1099 Financial Advisors 350k-10M ARR in optimizing their income taxes through proactive planning for growth and expansion along with routine income tax return filing.Best way to see my content - subscribe to my newsletter because that's the stuff I REALLY don't want advisors to miss out on. It's the same messages I put in front of my advisor clients so only the most urgent/important information- https://dominion-enterprise-services.ck.page/9944b047d9I believe in having a tax advisor who is invested in your future, not just your past. My passion is collaborating with advisors who are eager to grow more efficiently through smart tax strategies and a spirit of entrepreneurial camaraderie. Let's work together to optimize your tax journey and achieve your goals.First step is a call/DM me to see how I can add value to your tax situation and what you might be missing.Our average advisor saves over 30k+ in their first year with us. What would 30k per year for the next 10 years mean to you in terms of the ability to invest back into the growth of your practice? What kind of return can you produce on 300k over that period? Let our work pay for your kid's college, your faster retirement, your empire-buildingDominion Enterprise Services - Tax Expertise for Financial Advisors- We specialize in tax guidance for RIAs, IBDs, and 1099 Advisors with annual revenues of $350k-10M- Our first step is to optimize your tax structure to support your growth plan- Next, we provide quarterly planning to monitor projected tax liabilities, allowing for strategic cash flow management and tax reduction.- We prepare income tax filings as your year-end scorecard.- No surprises on April 15th—your tax liability will be known and planned for in advanceHow does it work?1. Discovery Call: We start with a call to assess if we are a good fit for your needs2. Assessment Engagement: We conduct an initial assessment to understand your current tax situation3. Full Planning Session: Based on the assessment, we schedule a comprehensive tax planning session4. Monthly Subscription: We provide a proposal for a monthly subscription to handle ongoing tax planning and compliance." I feel like this is the thing that I've been searching for for so long and wanting is to have is a tax advisor as opposed to a tax filer and that's this is what that relationship feels like so I thought the assessment was excellent.“ A Recent Advisor Client

Listed skills include Microsoft Office, Microsoft Word, Marketing, Microsoft Excel, and 2 others.