Ahmad Malik EA, CTC, CSA - Principal

Eager and looking to help resolve "the most complex" matters.

In his spare time (that he never has) he reads and reads and reads... and guess what: He reads and breaths "income tax & complex tax matters".

A Masters Degree (from Northwest Missouri State University):

He also has a masters in Computers and been a Software Architect in his past life. He enjoys tinkering with software projects & is building tax software. You can ask him "what" when you meet him the next time.

Ahmad Malik (EA. CTC, CSA) prides himself to be an IRS designated Enrolled Agent. He is "The Tax Planner" & does income tax preparation, planning & is a Certified Tax Coach, Certified Social Security Advisor. He focuses on tax planning for the future to reduce your annual taxes to the legal minimum.

RS Designation of Enrolled Agent:

Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Accounting - Bookkeeping - Quickbooks - XERO & More:

He has a track record in book keeping, accounting and providing analysis of financial data to make the accounting information more meaningful - easy to understand and applicable in the business.

EXAMPLE:

So for example by looking at a profit & loss statement it is not enough to say what is profit or loss.

Rather help answer questions as to why there is profit or loss.

What is working or selling well and what part of the inventory or business expense is costing such losses. What used to be normal & ordinary income / expense and now what is ab-normal. So then one can research the "why".

So if you were our client business owner, do you think this kind of reporting will get you an edge?

or how about applying tax laws as tested in the tax courts in advance ie. ahead of time to prevent over paying of taxes?

Do you need help with cleaning up the tax issues from the past?

or Need help resolving taxes with the government or coming up with ideas about estate planning and asset protection or eligibility for medicaid / medicare?

Or how about needing help to plan for the single, most critically important financial event of one's life – the transition out of your business?

Tax Planning ideas: Interested in finding money on the tax table as missed by others?

He has several examples of helping the tax clients get four figure refunds for the over payments that legitimately belonged to the tax payers or reduced their tax obligations by use of tax strategies that are court tested and put in place well before the year end.

With the help of his team he facilitates compliance audits and reviews; financial consulting; business planning, business valuation, forensic accounting, controller, CFO service and litigation support.

He is also very knowledgeable & licensed in insurance and assists the right clients in getting the right insurance coverage in the domain of Property & Casualty as well as Life & Health.

He has several examples of clients overpaying health insurance (Obamacare) premiums and by use of the specialized knowledge of tax & insurance laws he has successfully helped cut down the insurance premiums up to half.

He also consults and provides advice on the most appropriate technology solutions that are direly needed by the business owners.

This synergistic way of helping small to medium size businesses in the tax, accounting & tech matters enables the businesses to take quantum leaps.

Willaim Mixson Jr CPA

Bill has been a practicing CPA since 1980. His passion is to review financial statements and identify hidden treasures. He prides himself in not only a seasoned and experienced CPA and loves doing tax preparation work, but is also a trusted adviser. With almost 40 years of experience, he has helped numerous business owners in achieving their goals. He likes to do business evaluations and succession planning.