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In the Hidden Money podcast, you'll learn how you can legally use the tax code to your financial advantage. There’s wealth inside the tax code. Taxes aren’t the enemy.
Most people hate taxes (and pay more than they should). But when you view taxes only as an evil expense, you miss out on legal ways to grow your wealth. Unlock the secrets to saving tax and building wealth with the Hidden Money Podcast! 🎧💰 Hosted by Mike Pine and Kevin Schneider.
Kevin Schneider: It's something that
is almost dreadful to hear, something
that you don't want to ever come
out of your mouth, but I've heard
it many times before, is I don't
believe or trust my CPA anymore.
Mike Pine: This guy is
developing a billion-dollar deal.
He starts off the meeting, he's like,
"Man, I've been with this CPA firm
for," I think it was two decades.
And I said, "First of all, did your
CPAs ever talk to you about 1202?"
"What's 1202?"
Hundreds of millions he can get tax-free.
And he never heard of it.
He's like, "Man, this is what
worries me, my CPAs have never
brought up 1202 with me."
If you have that gnawing feeling in your
gut, trust your gut and look into it.
Kevin Schneider: Hey, and
welcome back to this week's
episode of Hidden Money Podcast.
And it's something that is almost dreadful
to hear, something that you don't want
to ever come out of your mouth, but
I've heard it many times before, is I
don't believe or trust my CPA anymore.
After, after hearing some episodes and
like, "My CPA doesn't talk like this.
He doesn't do any of this.
He doesn't even think like this."
And Mike, you have a very good example
of this at a very higher numbered level
of- Yeah ⦠someone who's been with
a CPA and they had that relationship.
And we see this a lot too, where you
have that comfortable relationship
and you get, you get too comfortable
in it to where both parties are lax.
It's like, "My CPA's got my back,"
and the CPA is like, "Oh, okay.
Th- he, this, this engagement's so easy.
It's tried and true,
churn and burn every year.
I don't have to take a step back,
think, and work and earn anything.
He's loyal to me."
And then they get lazy.
Mike Pine: Yeah.
And I mean, come on, let's
be honest with the CPAs.
It's not necessarily their fault.
The, the profession's trained
them to be a tax preparer.
It's a nice comfortable job.
Yeah.
Um, and they're good at preparation.
They don't make mistakes.
They report everything you give to them.
But are they strategically
thinking for you?
A lot of times, I would add to this,
"I don't trust my CPA," we don't
hear that a lot, although we do
hear that a lot from our prospects.
Um, but we don't-- I don't
think it's commonly realized
that they don't trust them.
They want to trust them.
"Hey, their CPA been here for a while."
But I would say if you're
wondering if your CPA is being a
tax strategist for you, are they
working for you or just working to
keep you compliant with the IRS?
If you have that gnawing feeling in your
gut, trust your gut and look into it.
Talk to your CPA.
Um, so yeah, I met with this prospect
a couple weeks ago, a week or two ago.
Um, thought for sure he was gonna hire us,
but he had developed a bunch of companies.
Really cool new product.
It is gonna take theâ¦
I mean, I have no doubt it's
gonna be uber, uber successful.
It's got a valuation now of about
twenty-five million dollars in
all these different entities.
They're gonna combine it into
one, raise some money from others,
and basically go out, and this
thing's gonna franchise like heck.
I mean, it, uh, I have no doubt of
its, its, um, its future- Its future
profit and success is gonna be amazing.
This guy is developing a billion-dollar
deal, and it-- and they're gonna
have a public offering I bet.
Um, I'll be shocked if it doesn't go
public in the next five to ten years.
So he comes in and he's like--
he starts off the meeting, he's
like, "Man, I realize these guysâ¦
I've been with this CPA firm
for," I think it was two decades.
Um, you know, we rolled through a couple
different relationship people there,
but, um, they, they, they do a good job.
They keep me out of trouble.
But I'm moving to another level now
where I'm gonna be like their biggest
client or one of their bigger clients.
And as I'm going through this and trying
to wrap all these together, the first
thing they told me is, "Hey, wait.
If you contribute all these businesses
and get stock in exchange, that's a sale.
You're gonna have to
recognize taxable income."
And he's like-- he, he came up with them.
He did the research.
He's like, "But wait,
I'm not getting any cash.
I am just putting my, my properties
into a new corporation, raising money.
We're funding a whole new business.
Why should I have to recognize gain?
All I'm getting is stock."
And the CPAs actually pushed
back, so he went and did Grok.
Sometimes Grok is right, by the way,
or ChatGPT in this case, I think.
Um, he's like, "But isn't there some
way, like, we can do this tax-free
reorg or capitalization of stock?"
Um, and then they went and they did the
research and they're like, "Oh, yeah."
And they went and they asked
some tax lawyers and they're
like, "Yeah, we could do it.
Use Section three fifty-one.
It's the best way to do this."
I'm not sure it was the best way to do it.
I asked the guy, I was like,
"Hey, let me tell you something.
First of all, um, what you're telling
me is this-- your plan, your business
plan," and I believe in this idea.
I was excited by him.
Still excited by him.
I wish he'd call us back.
He's ghosted us since, but, um, after
talking to him a couple times, he
says, um, "Yeah, I got this plan.
I'm gonna wrap it up and, and there's
no way this is not gonna go public,
um, in five, six, seven years."
And I said, "First of all, did your
CPAs ever talk to you about 1202
Kevin Schneider: twelve oh two
Mike Pine: Like, "What's 1202 So I
explained to him, "Hey, this sounds
perfect for small business stock."
He had twenty-five million basis.
You're raising some more money.
Kevin Schneider: Caps like fifty
million under twelve oh two, isn't it?
Mike Pine: like fifty million
under twelve oh two, I think.
Uh, seventy-five now thanks to one big
Kevin Schneider: you need to
Mike Pine: bill.
So it used to be lower, but, um- You,
you need to make sure this structure's
gonna qualify under twelve oh two, 'cause
you're taking some existing businesses,
but you are forming a new business.
Let's make sure your legal documents
say this and, and you're gonna not have
a problem when you sell this because
you can sell tax-free in six years or
very little tax if you really makeâ¦
He-- Maybe it hits two or three billion.
I think he's gonna own a quarter
of it or twenty percent of it.
There's a min-- You know, you can only
get so many x, um, times tax-free on
a twelve oh two stock, but it's a lot.
Hundreds of millions he can get tax-free.
And he never heard of it.
He's like, "Man, this is what worries me.
My CPAs have never
brought up 1202 with me."
And I said, "Well, let's just
make sure that's there, but I also
don't know if three fifty-one is
the right way for you to do this.
There's other options.
Um, from what you're
telling me, I don't know.
We wanna make sure you get the biggest
basis in your twelve oh two stock.
We wanna make sure, um, it's all
handled right and make sure it truly is.
They-- the-- If it-- three fifty-one's
the right way, let's at least
make sure they're following it.
And let's talk about these other
tax planning ideas after we do this.
When's this gonna happen?"
He's like, "Well, we're planning on
signing the documents in two weeks."
It's like, "Whoa, whoa, whoa, hold on.
All right.
We're busy, but I'll make time for you.
Give meâ¦
Please let me just see an outline
of what the deal looks like or a
flow chart," 'cause normally when
we do reorgs with clients, we come
up with a big old flowchart and
PowerPoint presentation so they
understand all the complexities of it.
It's like, "Just send that to me,
and let me look at it and make sure
three fifty-one's right for you."
He's like, "Okay."
Well, what he did is he only
heard about the twelve oh two
and, and he didn't trust his CPA.
And we talked for a good forty-five
minutes, and I, I offered
him a bunch of other ideas.
He's like, "My CPAs have
never talked to me like this."
Well, he goes back to his twenty-year-old,
or twenty-year relationship CPA, and he
said, "Hey, I just talked to this new
fancy guy, and he mentioned twelve oh
two," and he just stopped right there.
Um, I guess.
I'm guessing.
And the CPA went and did some
research probably and said, "Oh, yeah.
Well, of course it's gonna
qualify for twelve oh
Kevin Schneider: two.
Yeah, I could do
Mike Pine: do that.
Yeah.
Um, it already qualified.
That wasn't even a question.
Why wasn't it brought up?
And the guy called-- sent
me that CPA's response.
He's like, "This is what my CPA said.
Should we still talk?"
And I'm like, "Yeah."
And this-- And he asked,
"Well, what do you want?"
I'm like, "The same thing
I asked you last time.
Send it to me."
Um, and I explained a couple
intricacies of the twelve oh two
and a couple of the one-- three
fifty-one, sent his email back.
He sends me another email with a
copy of his CPA two days later.
"Here's what my CPA said about that."
Like, the CPA went back and reassured him.
"No, this is the right
way, and here's why."
M-maybe.
But we know the CPAs didn't know about
the three fifty-one until he pushed it.
We know the CPAs didn't
mention twelve oh two to them.
Maybe they had it in the back
of their head, and they knew
they were doing it right.
Does that sound like a partnership to you?
Kevin Schneider: No.
No.
And that's why you need to collect
retainers on the front end.
I didn't
Mike Pine: I didn't think about that.
Good
Kevin Schneider: think about that.
Good point.
You just saved that man- I just spent
two hours with that guy ⦠you spent,
you just saved him millions of dollars.
Ah.
Mike Pine: spentâ¦
You just saved him millions of dollars.
Ugh.
And that- And the, the CPA, that CPA
you didn't think he was gonna charge him
Kevin Schneider: didn't think
he was gonna charge him for it.
Yeah, yeah.
Good job.
Hey, just out there serving
the community, Mike.
Mike Pine: Yeah I was enjoying it
'cause there was an opportunity,
and I love educating people, and
you should have seen his eyes
Kevin Schneider: open bright.
No, that's, you- It was so fun ⦠you
would do that stuff for f- you would do
Mike Pine: that stuff ⦠I do it for free
all the time, but- Yeah ⦠prefer not to.
I'm
Kevin Schneider: offering to.
You do
Mike Pine: free for you.
You don't have to.
Um, but he went back to the default.
He didn't trust the CPA.
He knew not to trust.
His gut's telling him, "Don't trust it."
But man, it's, like, hard
to rip that Band-Aid off.
He's got a relationship.
They've never done him wrong.
He's an entrepreneur, so
he's super, super busy.
They have this big deal
he's trying to put together.
He talked to s- one strategist, me.
Mm-hmm.
Heard a bunch of things
he hadn't heard of.
That CPA either had thought about it
and just never talked to him about
it, we know that's not the case, or
they went and covered their butts.
Um, and we don't even know if
they're doing the right thing.
Yeah.
Right?
There's so many times that a
351 could be wrong when he's
rolling up partnerships and LLCs.
Sometimes it could be right, but
Kevin Schneider: well,
Mike Pine: he doesn't know that.
But he- it's painful.
He feels like, "I've used these guys.
I know there's something better out there.
They're telling me they're still
doing all that better stuff.
Um, I guess I'll just trust them.
It's a lot simpler.
It's
Kevin Schneider: easier."
No.
And there is a degree of comfort in that,
of routine, and that's where I see it the
most of those long-term relationships.
I'm not sayingâ¦
Like, I want long-term
relationships with my clients.
Like, I'm not saying
Mike Pine: my dad had the same CPA
for over 30 years, a single dude.
I mean, at one point he grew a practice
and he hated managing employees, so he
just went back to being a sole proprietor.
250 bucks a year for the last 20 years
Kevin Schneider: for
his
tax return
Not
Mike Pine: two years ago when he retired.
Um, and that guy was an amazing CPA.
Amazing.
Like, they don't
Kevin Schneider: make
them
like that anymore.
Mike Pine: Mm-hmm.
In, as, as far as a generalist and,
and, and for my dad at the time,
he was a better CPA than I am.
Or, yeah, during those years.
Yeah.
Um, but that's so uncommon.
That's rare.
Kevin Schneider: so uncommon.
Mostâ¦
I mean, we have-- I had a sales call
yesterday or a prospect come in,
and they live over here in downtown
Dallas, and financial advisor
making about four to five million.
Uh, went through one of our networks,
one of our real estate networks, and
he's like, "Yeah, I w- um, you know, I
want this short-term rental property.
I want it.
I, I need it.
I'm, I'm looking at properties every day."
And then, um, I'm like, "Well,
what if you don't land a property?"
I mean, we're nearing the end of the year.
Mm-hmm.
There's other things to do, and he's,
he's like, "Well, I went to my CPA
when I showed him this option out
here with real estate," and he's
like, "Yeah, you could do that.
There'sâ¦
It's really hard, and
rep status and all this."
I
Mike Pine: like, "Look-
Doesn't even apply
Kevin Schneider: It doesn't
apply ⦠it doesn't apply."
So I was like, "You're s-," and
he, but he had a good relationship.
It was, it was not a 20-year, um,
it was probably about 10-year plus.
He do- But they're deeply embedded
in bookkeeping, payroll, tax, uh,
consult, all of these mod- all these
business, uh, add-ons that they do.
He's like, "If I pull out
of that, I gotta find new
professionals in all those areas."
And I was like, "I can help you or
just let them keep the bookkeeping."
I'm like, "I'm after your tax, I'm
after your tax savings, and I know
this, for your industry, I can help you
tremendously, and even this year in Q4."
And so he was, like, just amped
up and, um, we were talkâ¦
He's like, "You know, I'm, Iâ¦"
'Cause he was doing, uh, Claude.
He's like, "Man, me and
Claude have been best friends.
I just sit in bed, and I just
ask it weird things about taxes."
And he's like, "What
about this Augusta rule?"
And I was like, "Augusta r- It could be,
you know, it's just, like, very general,
Mike Pine: stuff."
Yeah, he's, he's making
Kevin Schneider: five million dollars.
And
Mike Pine: He's worried about
any- He's gonna pay two-plus
Kevin Schneider: million
in taxes.
And he's worried about, like, 15, 30
grand being sheltered through an Augusta
Mike Pine: Yes.
I was like, "Look- I mean, that's smart.
But, but
Kevin Schneider: the
thing to worry about â¦it's
it's a, it's about ta- it's about
adding things," 'cause he had four
kids too, and his kids were, like,
teenage level to nine-year-old.
And I was like, "Look, I wanna make
a case to put your kids on payroll.
Uh, they need to actually do legit
work, have a standard job description,
actually perform the work, log
hours, all
Mike Pine: that.
We're gonna have to- Teach
them the good work ethic.
And by the
Kevin Schneider: way, you get a
tax deduction ⦠and you get the
tax deduction at your 37, and then
they're not picking up the income
'cause they're minors, and they're
under the, the threshold to even file.
So you're keeping money in the family.
Then we add Augusta rule.
Then we add these other things.
So all those small things add up.
But I was like, "Man, I got
big things that can chunk away.
You're making five mil."
I was like, "Those small things are
good that we can compile every year
and snowball, so when you look back
10 years, you're like, 'Whoa, I've
sh- I've put, like, hundreds of
thousands of dollars through my kids
over the course of 10, 15 years.'"
That is material.
But when we're talking today,
that's gonna just be a blip
Mike Pine: your radar.
You're not gonna really see-
When you owe $2 million in
taxes or close to $2 million in
federal income-
tax- Yeah ⦠and you save
30,000 in taxes, that's great.
Kevin Schneider: 30,000's
Mike Pine: money.
It is.
But you're still owing 1,930,000
Kevin Schneider: or
670,000.
And what he said was, he's like, "I have
Mike Pine: had a conversation like this."
Kevin Schneider: this with my CPA."
Oh, yeah.
It's okay.
He's like, "It's like, even
if my ideas are dumb orâ¦
But I should not be the one plotting
8.19.26 Recording 4 - 19 August 2026 - 02-30-03 PM:
in my
bed
Mike Pine: trying
8.19.26 Recording 4 - 19 August 2026 - 02-30-03 PM:
to
Kevin Schneider: find tax strategies."
And I was like, "That is very true,
but it's also a two-way street.
I am not laying in
Mike Pine: thinking of you
Kevin Schneider: in in bed-"
Wondering what you're doing.
"⦠wondering what you're doing, wondering
like, 'Can John Smith do the Augusta Roll?
Hmm.'"
I'm notâ¦
Um, like, I also need a
relationship with you.
You need to come to me and say, and
meet with us on a routine basis, and
that's where the disconnect can also
come from our clients is they're like,
"Hey, why didn't you bring this to me?"
I was like, "Because you didn't
engage us for that work."
I'm trying to plan with all of my
clients, and we make, we g- we do free
consulting for all of our prep clients.
But I want all my clients engaged, at
least on a biannual or quarterly basis
with me, you,
or the team, because that
way- That's so important
we're, we're actually able to
Mike Pine: value and
talk about these guys.
It's gotta be a two-way partnership,
and that is so important.
And you as a taxpayer or client to a,
a tax strategist, not a tax preparer,
you need, um, to do your part.
But you're-- you don't need to be
the one coming up with the ideas.
Uh, y- that's-- I mean, unless you
love tax like we do, you're-- you
wish you could have been a tax person
and, and, and been a tax strategist,
but you're stuck in your career.
Fine, you can do that.
Um, but still check it with someone who's
been doing it for twenty years or more.
Um, you gotta do your job, but
they gotta be spurring you on.
So here's two examples with two
existing long-term clients we have.
Um, both have done incredibly well.
Both a year ago, instead of making
one, one and a half, two million a
year like they've been doing for the
last five years, exploded in growth.
Both were looking at north well
o- well, over five million dollars
of taxable income that year.
One of them never let us know.
We reach out to that one every year.
We've reached out to
him twice for tax break.
He's finally gonna do a
discovery call, by the way.
Um, this year, three years later.
But w- we ask them to meet
with us, they're too busy.
They're, they're focused
on making the money.
They're not focused on how much money
they're losing in unnecessary tax bills.
And we never hear from them.
The other one calls me up in March.
"Man, I just landed a couple
contracts," March of that year, of '25.
"I just landed a couple new contracts.
Man, I think we're gonna
explode in growth this year."
It's like, "All right.
Well, let's talk about some strategies.
Do any of these interest you?"
"Yeah."
Great.
We got nine more months to look at that.
Calls me up in like June or July.
Um, "Actually, it's even
bigger than I think."
And then he calls me up in October and
he's like, "Man, that new property I
just bought to expand our, our production
facility in Arizona- It just, he
just bought it that year, by the way.
Or just the year prior.
"The, uh, railroad company just got itâ¦
They stole it from me
under eminent domain."
I'm like, "Man, they stole your property?"
He's like, "Yeah, the one thatâ¦"
I was like, "The one you
just paid $2 million for?"
He's like, "Yeah."
I was like, "Well, how much
are they paying you for it?"
"Well, $6 million."
"Dude, you got, you got
Kevin Schneider: $6
million for $2 million.
That's a
Mike Pine: $6 million for $2 million.
That's a $4 million taxable gain.
Plus we took a bunch of bonus
depreciation, so now you got recapture."
Um, obviously there's, there's
ways to defer that and, and
reposition it through 1033, 'cause,
Kevin Schneider: weâ¦
Mike Pine: IRC
Kevin Schneider: IRC 1033.
Mm-hmm.
Mike Pine: know, when you have something
taken from you that you have no choice.
But Instead of having utilized
that, let's revisit the strategy.
Let's scale this strategy up.
Let's use seven different strategies,
and yes, you're having an $8
million a year thank you for working
with me all throughout the year.
Let's implement all these
strategies that we've been
Kevin Schneider: talking about
Mike Pine: year, plus these new ones.
Yeah.
How much
Kevin Schneider: taxes are you gonna owe?
Mike Pine: owe?
How much?
$8 million.
Kevin Schneider: How much would you think?
How much would-
Mike Pine: if he- Around $8 million ⦠if
he hadn't have called us until the
Kevin Schneider: end of
the
year or not been responsive to us.
Probably 3.5
million.
Yeah.
Would be my estimate if he
did not do any planning.
My guess is you got him probably
around 700 grand, 800 grand,
Mike Pine: 700 grand, 800
grand, like 10% tax rate.
Kevin Schneider: tax
Mike Pine: That would've been great.
I mean, 10%'s not bad, but we did better-
5 ⦠'cause I had a partner with him.
Kevin Schneider: hard, really.
5%?
We've
Mike Pine: better.
No way.
Yeah, I think we're gonna be
around 3%.
We haven't finished his return.
That's crazy.
But I think we're gonna have a,
like Microsoft in our last episode,
I think we're closer to 3% tax.
That would be incredible to hit.
All legitimate.
A- and, and this guy, I mean, he still has
some cash on the side, but he redeployed
most of that cash and invested it.
Yeah.
When we first picked this client up, they
had a net worth of maybe 2 million bucks.
Mm-hmm.
Um, half a decade later, 'cause he's
been saving tax every single year.
He works hard with us, but he finds
the time to reach out to us, and
he has saved millions of dollars in
taxes, redeployed it in Tax advantaged
investments, grown it- Yeah
And- he's probably
Kevin Schneider: one of
our wealthiest clients now.
That's huge.
Yeah.
And that's just compounding your
savings over time, and it's not
get rich quick kind of stuff.
It's tried and true kn- it's, it's meeting
with us routinely throughout the year.
Because if he came to you in
October and you learned all of
the past 10 months in one meeting,
Mike Pine: to
Kevin Schneider: unwind all of that
knowledge and then to teach him
Mike Pine: seven
strategies in one sitting-
And actually
Kevin Schneider: implement
those strategies- Yes
in two months.
It's like gorging at a table- It's a
lot ⦠and you're just sitting there
at Thanksgiving and you e- you don't eat
for 10 months, and then you're like, "I'm
hungry," and you just stuff yourself.
You get sick.
It's like what if we just ate like
a normal person for 10 months and
met routinely and took bite-sized
chunks of this, and then at the
end of the year you're ready to go.
You have a plan.
You knowâ¦
You've already vetted what you want to do.
You've already ran the numbers,
ran analysis, risk, all of
that, and walked with us.
Then it's just a matter of where do I
want to go in October when I have more
data of where my income's gonna be?
Which
Mike Pine: of the seven or 10
strategies do I want to deploy?
But, you know, two years ago, his
business ran and operated exactly
like we predicted three years ago.
You know how many times I
heard from him that year?
None.
Just once.
Yeah.
And that's fine.
But he knew, and we had the relationship,
and he was
a willing partner to reach
out to me when needed.
Yeah.
And you know that year that we
didn't reach out, and we just did a
maintenance tax return, uh, implemented
the tax strategy we'd already come
up with, I think he probably paid us,
I don't know, eight grand in fees.
This past year, we're, we're saving
millions of dollars in taxes.
He probably paid us close to
eighty or ninety thousand.
So it, it costs money.
It took us a lot of time, a lot of
effort, and we added a lot of value.
But if, if you could make, save two and
a half, three million dollars in taxes
â¦and by paying someone
a hundred thousand,
wouldn't you do
it?
It's a no-brainer.
We should charge more, actually.
We really should.
We really should.
But that's another big problem, and I
bet you that's one of the reasons that
guy that we started off this call about
Kevin Schneider: didn't
want to respond or, or decided to stay
with his other guys.
What-
They get laser-focused on cost Yes.
And I do that, too.
I get laser-focused
Mike Pine: cost.
Yes.
And I do too.
I get laser focused on cost.
I know.
Yes.
And so when- I got this great idea, Kevin.
We'll get what
we, pay for
Mike, let's talk this through.
That's a
Kevin Schneider: That's a lot
of
money,
That's a lot of money, and I don't know.
So itâ¦
Y- you don't always get what you
pay for, but when we actually
show results, I have a backâ¦
We, we, our firm has a track
record of showing this level
of investment will save this.
They're tried and true methods
that we are defending, defendable.
We get
Mike Pine: documented
on the front end, and-
And if you don't take the
strategies, in most cases, it's
not like you're gonna cost money.
It, it-- We're gonna charge you money, so.
Anyways, um, if your gut is telling
you, "Hey, my-- I don't know
that my CPA is really helping me.
Is he really adding value?
Is he offering me strategy?"
You probably have at least partially
a tax preparer, not a tax strategist.
I would say the super majority, what
do you say, ninety-five percent of
people who prepare tax returns out
there are preparers and not strategists.
Kevin Schneider: say 95% of people
who prepare tax returns out there
are preparers and not strategists?
I would, y- I would say that just
because they're focused onâ¦
I mean, we, we have a-- we
prepare returns, too, but
they're just focused on the next
Mike Pine: to
get
out the door.
There is a compliance logistical-
Yes ⦠thing in
our business.
And we have people in our firm
that that's what they're good at.
They're not strategists, but
boy, are they good at the
compliance, and they do it right.
So but if you're wondering
in your gut, ask them.
If you're the one having to bring
ideas to them year after year, or
you're not getting any ideas- Yeah
consider finding a tax strategist.
Um, there's,
Kevin Schneider: there's
some of them
out there.
There's probably
more
than a few
of them
out
there.
I know two good ones.
Mike Pine: I know a few of the ones.
I know the best ones.
Kevin Schneider: RevoTaxpayer.com.
Mike Pine: Please check us out.
Um, like and subscribe.
Share this, please, to get the logarithms
going and, uh, if, if you want a consult,
all you gotta do is go to our website and
click, you're ready, schedule consult.
Thank you for listening to this episode.
Revo Taxpayer Advocacy LLC is not licensed
or registered as a CPA firm with the
Texas State Board of Public Accountancy.
I'm a CPA, Kevin's a CPA.
We have a lot of CPAs on staff that are
licensed and held to the same standards.
However, when we decided to be
revolutionary and change our name to Revo
Taxpayer Advocacy, the state board would
not allow that and let us remain licensed.
They say we have to have one
of our names in the firm for
us to be licensed as a firm.
And guess what?
It's not us that's important.
It's revolutionizing the way you feel
about taxes and saving you money.
We are advocates for you, so we were
willing to drop our firm license even
though we're still individually licensed.