David Lehman, DDS

David Lehman, DDS

I am a practicing general dentist in Sacramento, CA. A little over a year ago, I met with an AXA financial planner named Jennifer Littlefield who works at a local financial planning firm called Harper Davis Financial. In the course of reviewing my financial plan, Jennifer introduced me to Ben Anders and Terri Davis who are CPAs with a firm called Innovative Solutions CPAs & Advisors. I met with Ben to discuss my current tax situation and a strategy for retiring. After a detailed discussion and a careful review of my budget plan, Ben was able to present me with a list of things he could do to address my immediate tax situation and to formulate a plan for retirement going forward.As a result I decided to leave the CPA I had been with for the last twenty plus years and sign on with Ben at Innovative Solutions. The old saying that you get what you pay for certainly rang true in my situation. My prior CPA was competent and efficient, but basically was almost like a glorified H & R Block service. My prior CPA would collect my income information and then tell me how much I owed the Feds and to the State of CA.Under the guidance of the team at Innovative Solutions, I have made several major changes which have had a positive effect on my current tax obligations, but more importantly on my retirement goalsI have found the entire staff at Innovative to be very responsive and prompt in dealing with issues as they may arise. They designed a specific package of services for me that was tailored to my needs and goals. The service I receive is both comprehensive and efficient. I am paying more for my CPA services than before I made the switch but I am receiving much more than just your annual tax return.If your needs include tax planning strategies and a plan tailored to specific goals I would recommend Innovative Solutions. I wish I had been referred to them years earlier as it would have gotten me on track to reach my goals earlier.

David S. Lehman, DDS

5
2018-11-09T23:59:15+00:00

David S. Lehman, DDS

Under the guidance of the team at Innovative Solutions, I have made several major changes which have had a positive effect on my current tax obligations, but more importantly on my retirement goals...If your needs include tax planning strategies and a plan tailored to specific goals I would recommend Innovative Solutions. I wish I had been referred to them years earlier as it would have gotten me on track to reach my goals earlier.