Rewind : From Cab Driver to Successful Tax Professional w/ Steve Moskowitz

Join us as we revisit this conversation from 2021!

Do we really understand the purpose of the US tax code?  Often our clients are frustrated with the laws and how it affects them individually. Can you explain to them why it is and how they can legally minimize their tax liability? 

Steve & Roger have an informative and fun discussion about starting a tax career, the struggles opening a tax business and the successes that followed.  This is a journey you need to hear.

Listen for how you can also become a professional and accessible as a tax preparer, it’s what our clients need.

 

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Stephen M. Moskowitz

Steve Moskowitz knows that clients’ lives – and livelihoods – can be upended or even destroyed when tax trouble arises. As a tax attorney for more than 30 years, Steve has made it is his personal mission to help business owners and individual clients successfully resolve tax issues and go on with their lives. With extensive knowledge of tax law, a desire for swift and vigorous defense, and decades of experience with tax authorities and in the courts, he has an unusually perceptive judgment in assessing the best way forward, and the right resources to achieve resolution.

Steve started Moskowitz LLP because he saw that while big corporations were consistently navigating the tax code to their advantage, smaller businesses and individuals were not. With prior experience as a CPA at a national accounting firm, and with extensive experience in the corporate world, Steve knew he could help smaller businesses and individuals by applying what he knew, and wanted to make the critical difference in businesses and individual lives that protected them from the powerful government and enabled them to keep and enjoy the fruits of a lifetime of work that otherwise could be taken away from clients by the government in just one action.

Today – together with a full team of tax attorneys, CPAs, enrolled agents and other professional staff – Moskowitz LLP helps business and individual clients across the country and overseas to resolve a wide variety of tax matters. The Moskowitz LLP team also creates strategies to utilize the tax code and relevant treaties to clients’ benefit, and provides ongoing tax support and tax return preparation.

Steve understands that clients need high quality representation but do not have unlimited budgets, and that cost predictability is important. Unlike most firms, their clients pay a flat fee and are not subject to hourly rates.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

 

Reach out to Steve directly with any questions you may have.  He’s offered to help Accounting professionals with your legal questions:  [e-mail] OR call 888-tax-deal

 

It’s also time to become a certified Professional Tax Preparer, PTP.  Get the training and certification to show you are proficient in tax planning and preparation for both individual and business returns.  Also gain the confidence to start and build your business offering quality tax services.  Realize this, you can be in business for yourself but not by yourself with Universal.

 

For Additional FREE Resources for accounting professionals check out this collection HERE!

 

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

 

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777