Stephen Stanton Email & Phone Number

San Ramon, Ca, Us

San Francisco Bay Area

Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields.Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues and much more.CPA Support Team, We help CPA's:• Reduce the risks that come from referring clients to third parties• Reduce the risk of losing clients by being more proactive• Provide more value and increase client satisfaction• Expand their "brain-trust" by working with some of the country’s best specialists• Increase organic growth by giving clients a story worth sharing with family and friendsThe economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. With us being your back-end support team we can help with this new reality.

Dublin, Ca

Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields.Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues and much more.CPA Support Team, We help CPA's:• Reduce the risks that come from referring clients to third parties • Reduce the risk of losing clients by being more proactive • Provide more value and increase client satisfaction • Expand their "brain-trust" by working with some of the country’s best specialists• Increase organic growth by giving clients a story worth sharing with family and friendsThe economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. With us being your back-end support team we can help with this new reality.

Boca Raton, Florida

Dublin, Ca

QEP is an investment fund formed by successful entrepreneurs, executives and professional investors.We are focused on investing in a single, privately held business as a platform for growth. A cornerstone of our investment strategy is the commitment to take an active role in the management of the business.

San Francisco Bay Area

• Found, negotiated, acquired and managed property rehabs on investment properties• Day-to-day oversight of divisional management and operationsDeputy General Manager for (Mind Power, Inc/Prosperity Alliance) this was a 3 month contract.

Tampa/St. Petersburg, Florida Area

• Event management, including total sales generation at 4 day seminars, achieving sales of $600k with average ticket price of $5,000• Hired and trained all marketing and sales staff• Negotiated hotel contracts and commissions at speaking events• Increased overall sales revenue while managing local and out of state seminars

Tampa/St. Petersburg, Florida Area

• Ran and sold out an $8 million dollar condo conversion project out in 8 weeks (72 Units)• Ran a $30 million dollar condo conversion project (200 Units)• Oversaw all construction and sales of each unit until sold and scheduled all closings• Established and developed strong vendor relationships, leading to favorable pricing and discounts• Established budgeting guidelines and assisted in the preparation and management of the operating budget• Responsible for hiring and training staff on sales, marketing and closing techniques

Tampa/St. Petersburg, Florida Area

• Averaged 60+ outbound calls a day• Achieved $700k in production each month• Responsible for personal lead generation through networking events, professional relationships, and mailers