Providence Tax and Estate Partner

Serves Collierville, TN

35244

Hired 5 times

6 employees

7 years in business

Not yet available

5.0

This pro accepts payments via Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Venmo, and Zelle.

Next Service

Hours

Sun Closed

Mon 8:00 am - 2:00 pm

Tues 8:00 am - 2:00 pm

Wed 8:00 am - 2:00 pm

Thurs 8:00 am - 2:00 pm

Fri Closed

Sat Closed

Credentials

Background Check

Michael Dyal
Completed on 7/19/2022

Introduction

Since 2003, we have been providing only the best services. We specialize in areas of: • Strategic advisory • Business support • Tax management, tax advisory, tax preparation • Estate planning, Wills & Trusts Contact us today for a free 30-minute consultation session over the phone, where we can prove just how much we can help you. Some of the services we do: • Provide ideal tax management solutions to save you money. • Reduce estate and income taxes. • Lead you to financial security. • Finalize your will or trust. • Lower or remove capital gains taxes • Business suppory: exit planning, key employee incentives, employee benefits, 401k/ROTH. How we are different? 1. We provide "what-if" scenarios for Trax planning to show you the money. 2. We give you asset assessment to show the likelihood of running out of money during retirement. 3. We proactivly work to lower your future income tax 4. We remove optional taxes like: ◇Capital Gains Tax, ◇Estate (death) tax, ◇Tax on Social Security ◇Tax on selling houses, investments, businesses ◇and more... We use revocable living trusts to avoid that nasty probate which saps away control of your estate, forget it! We can make that invisible by reducing the process or even eliminating it all together. Not many could do this, especially at our affordable prices. You are our top priority. We will be there for you every step of the way, providing expert solutions and advice to help you get what you want. This is a business that helps people. Let us help you. This is just a glimpse of what we could achieve. Have questions about something else? Just ask, and we will answer. Don’t leave it until it’s too late. Contact my team and I today for a free 30-minute strategy session.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

As a fiduciary firm, providing the best solutions for the needs of our clients take priority. Through Thumbtack, Mike is offering a free 30-minute strategy session.

What is your typical process for working with a new customer?

Working with Mike is a partnership with his team in fulfilling your goals and needs with the purpose of improving lives, elevating your lifestyle. Mike starts with a strategy session to better understand your needs. This allows you to ask questions. The next step is to begin the plan process to put solutions into place. Reviewing your goals and needs through the process improves the results.

What education and/or training do you have that relates to your work?

Mike has been published in Forbes. He is a fiduciary advisor and teaches adult education courses in many local colleges and universities. Mike works along side non profit organizations with the mission of increasing financial literacy across the region and country. He has been invited to educate employees and organizations in industries such as Construction, Aviation, Financial Services, Engineering, Agriculture, Health Services, Education. and Public Sector. Mike is licensed, insured, with designations in financial planning, estate services, public employee pensions, and more.

How did you get started doing this type of work?

My origin story started with the birth of my daughter Bella. We were surprised to discover her need for immediate and serious surgery after her birth. During this experience, our family witnessed first hand the helplessness during critical care, the frustration with medical costs, the State support system, and witnessed first hand the devastation when the unexpected happens. Bella is healthy and well now, however the experience is of her early months is now the drive that I use to help protect people from the costs of not having a complete living plan. Mike believes this process should be efficient, and affordable and his proprietary method for protecting business owners and families is improving lives each day.

What types of customers have you worked with?

Mike has worked with high school students (currently mentors youth) all the way to successful business owners and professionals. He has been published in Forbes and highlights an article regarding public employee retirement planning. He works with many school districts to provide support to their employees. Dentists find Mike's strategy for reducing taxes to be very beneficial as they have unique costs and requirements. Many families appreciate the comprehensive planning that begins with an estate plan all the way through retirement.

What advice would you give a customer looking to hire a provider in your area of work?

What Is a Fiduciary? A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other's best interests. The problem is, the Federal and State rules for being a fiduciary depends on the licenses the individual has. As an example, a financial advisor who only sells stocks is obligated to give the the best stock offerings for your need and not suggest anything else. An insurance professional may be a fiduciary within the limits to the products they have to offer as well. Mike practices a fiduciary standard that is based on your needs irrespective of everything else. The world of tax and estate planning has challenges that require an experienced team to plan for your specific situation. Determine what your goals are, what do you want to accomplish?