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Meister Advisory profile image
M

Meister Advisory

Throughout my tax career, I have had a diverse client base ranging from high-net-worth individuals and small businesses to international private equity firms and various portfolio company's the private equity firms invested in both domestic and foreign. Prior to establishing my own company to provide tax services, I worked in Big 4 public accounting at PwC and in house for Westfield US. I am currently hold an active CPA license in Arizona and received my Master's in Taxation from W.P. Carey School of Business.

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What do you love most about your job?

I enjoy leveraging technology to streamline the tax process to create efficiencies with recurring clients, as well as better understanding my client's business models to explore for tax planning strategies to reduce their overall tax burden allow for increased free cash flows. I am most happy when I am able to save my clients more money than they would have if they went to another tax preparer.

What inspired you to start your own business?

After leaving the Marines and attending business school, I found I had an extreme work ethic. After many years working in public accounting, I realized I would rather have smaller and more diverse clients, so I could better serve the community and grow my network.

Why should our clients choose you?

I am approachable and easily accessible to my clients. I am creative and always looking for alternatives that would be preferable to the status quo to help my clients realize tax savings.

Can you provide your services online or remotely? If so, please add details.

Yes. I am fully capable of providing services remotely.

What changes have you made to keep your customers safe from Covid-19?

I completely service my clients remotely, so there is no need to expose my clients, or myself to Covid.

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Reviews

5.00/5.00

based on 13 reviews

The average rating for Bark Tax Accountants in Santa Monica is 5.00, based on 13 reviews.

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