SETE Tax Strategists
What is your approach to helping clients identify and solve key challenges? First it’s about education. Educating the client on what the issues are and how we can solve them. Most people assume they have to pay all of their taxes, but that’s not true. Why is it that the top 1% pay less than 1% on their taxes while the average American pays over 30%?
How do you tailor your coaching or consulting style to different industries? Each industry is different, we do a deep dive discovery call that uncovers a lot of the nuances and tailor our approach accordingly. We also utilize our experience working in numerous different sectors to guide our solutions for our clients.
What are the most common misconceptions about consulting? That they don’t do anything. They’re consultants for a reason, they have advanced expertise in a specific subject area that gives you a huge leg-up over others. After our Tax Planning Consultations & Services clients are getting a 30% raise every year now for the rest of their life. That means you will hit your retirement goals 30% sooner. The old adage is that time is money, how much would you pay to retire 30% sooner? Huge results. The problem is that most world-class consulting is prohibitively expensive. At SETE Tax Strategists, we change that. Allowing for the same solutions of big firms for a fraction of the price.
How do you measure the success of your client engagements? Through client satisfaction and ROI obtained.
What trends are influencing the future of consulting and coaching? AI, people are starting to realize that the generic advice they are getting from their CPAs or AI isn’t cutting it anymore people are becoming smarter and need access to folks like us who can help them with their advanced tax saving needs that their CPAs or AI can’t handle or doesn’t know.
What’s the most rewarding part of your work? Seeing our clients save big and reach their retirement goals much sooner.
What skills do you think are essential for future consultants or coaches? To be excellent at what you do, and support others too, being a consultant or coach you should be your client’s #1 supporter.
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