Mark Maiewski L Managing Director Email & Phone Number

Asheboro, Nc, Us

When your tax team includes only a CPA or a single financial planner, are you missing out on many potential deductions? No matter how remarkable one tax prep professional is, they can’t compare to a full team of expert strategists. Each person on our team brings a unique perspective from a different part of the financial or legal industries. We combine our strengths to find every possible deduction for our clients.​Your accountant is absolutely an integral part of your tax team, and we want to work with existing accountants to reduce our clients’ taxes. We don’t prepare tax returns, so there is no conflict of interest. Accountants mainly provide tax prep expertise; we want to provide tax strategy for substantially bigger deductions.We know the ins and outs of the IRS rules governing every strategy and plan that we handle. A surprising number of other financial firms lack this knowledge, but we work with these plans every day. We even have our own unique defined benefit plan, approved by the IRS, that we use to help business owners write off up to $3.1 million per year.Our prime objective, each and every day, is providing value to our clients. We don’t try to make hard sells or pressure anyone into accepting our services. We don’t have to. When we focus on helping the client and devote everything we have to reducing that client’s tax bill, they can’t wait to keep coming back to us. We’re not selling a product; we’re providing value. And that makes all the difference.

Asheboro/Greensboro/Winston-Salem, North Carolina Area

Harrisonburg, Va

I specialized in helping pre-retirees and retirees set up different kinds of lifestyle protection strategies..."just in case" you get osteoporosis, have a stroke, get Parkinson's or Alzheimer's, "just in case" you get sick and need care beyond what your health insurance or Medicare will cover.

Harrisonburg, Va

Assisting business owners and trusted professionals connect more effectively, quickly build profitable working relationships, and consistently improve business systems and processes.

Harrisonburg, Va

A big concern for parents today is the rising cost of college and the fierce competition to get their students into the colleges of their choice. CFA walks students through this process to get them admitted to their best match schools, minimizes the parent's out of pocket costs, eliminates the administrative nightmare for the family, and recaptures their college costs over the next ten years. Mark was one of only 110 certified college planning specialists in the country and has been widely recognized as Virginia's leading college planning authority. Over the past eighteen years we've created a service that caters to parents who are frustrated with the college planning process and want to lower their out of pocket costs substantially.