Financial Advisors Want To Know Podcast
Welcome to the Financial Advisors Want to Know Podcast Hosted by Catherine Tindall, CPA.
Each short episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.
Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us at DominionEs.com
Connect with Catherine on LinkedIn - https://www.linkedin.com/in/ctindallcpa/
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Financial Advisors Want To Know Podcast
Ep 47: Introduction to Dominion Enterprise Services with Catherine Tindall, CPA
Financial Advisors Want to Know: Introduction to Dominion Enterprise Services with Catherine Tindall, CPA
Welcome to the Financial Advisors Want to Know podcast. This is Catherine Tindall, CPA. We're doing a special episode today. As you might be aware, I usually have an expert guest on the show who talks about their specific area of expertise. Today’s episode is special because the expert I’m inviting onto the show is myself.
I get a lot of questions from advisors about how our firm works for them, specifically around the tax work. So I wanted to take an episode to briefly explain how Dominion Enterprise Services works with advisors, my philosophy around tax strategy for advisors, and a little bit more.
Let’s dive right into it:
Tax Planning Focus: Dominion prioritizes proactive tax planning over reactive compliance to minimize tax waste and anxiety for advisors.
Assessment First: The process begins with an in-depth assessment to identify opportunities and optimize record-keeping practices.
Avoiding Tax Waste: Many advisors unknowingly overpay taxes due to inefficient structures; Dominion helps avoid this with tailored strategies.
Holistic Strategy: Services are designed like financial advising – aligning tax strategies with business growth and personal goals.
Smooth Tax Filings: By planning throughout the year, tax filings become predictable and stress-free, eliminating surprise liabilities.
Join Dominion's newsletter: https://dominion-enterprise-services.kit.com/9944b047d9
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Contact Catherine's Team:
admin@dominiones.com
Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you
Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us at DominionEs.com
Connect with Catherine on LinkedIn
