The Parable of the Pocket Knife

December 21, 2020


A man needed an extensive hip surgery but was struggling with the cost associated with such a surgery. He approached his surgeon with the following proposal. The man offered his pocket knife for the surgeon to use during the surgery.

We think the proposal is absurd, yet I receive similar requests from people wanting to save money on their tax returns. They offer their “off-the-shelf” tax software to me to review their tax returns, which they have drafted. We cannot do our best work with this set of tools.

We leverage specific training, developed processes, and specialized software to prepare a tax return, minimize an individual’s tax liability within the bounds of the law.