I am the owner and founder of Wm Stukey & Associates LLC, a CPA firm, that provides advanced tax planning (business, personal and self directed IRAs), business, personal and self directed IRA tax compliance, business advisory services and accounting/bookkeeping/payroll services. As a virtual firm we serve clients all over North America and globally. Our team serves clients ranging from $500,000 to $400 million in annual revenues. We file tax returns for all states annually. I have boots on the ground experience with self directed IRAs and I am an active real estate investor across the United States. I attend 3 to 4 real estate conferences annually as an investor and scout GREAT investment concepts for my clients. Our team typically reduces taxes 10% to 40% annually. By implementing the right tax strategies we have seen several clients federal income taxes decrease over $300,000. The ultimate tax goal is to move clients off the normal tax grid and over to self directed Roth IRAs where clients can expect to pay zero tax on appreciated value, withdrawals and be free from required minimum distributions.
Wm Stukey & Associates LLC currently serves clients in the following industries:
• Social Media, Digital Marketing and Virtual Companies
• Artificial Intelligence, Blockchain and Advanced Technology Companies
• Dental, Periodontists, Prosthodontists, Pediatric, Endodontists
• Oral Surgeons
• Veterinarians
• Social Media, Creative Agencies, Digital Media
• Healthcare, Radiologists, Cardiologists, Spinal Surgeons
• Oil and gas
• Construction
• Food and Beverage and Lodging
• Professional Sports and Entertainment
• Manufacturing, Distribution, Transportation and Logistics
• Real Estate, Developers,, Flipping, Property Management
• Creative Real Estate Financing, Wholesaling, Investments, Advisory
• Healthcare
• Broker Dealers
• Banking and Financial Institutions
• Self Directed IRA Advisory
• Broker Dealers
I has been CFO of a $400 million financial institution that focused on real estate lending, real estate development (commercial and multifamily), mortgage lending and the motion picture industry. I have started four successful businesses. I am a frequent guest speaker on wealth building, retirement strategies, self-directed IRAs, real estate investment strategies and moving to a zero tax bracket. I have over 25 years experience in public accounting including tax seasons. I left PriceWaterhouseCoopers as an audit manager. I am a contributing author of two tax planning strategy books 1) Writeoffs to the Rescue and 2) Thinking Outside the Tax Box. Contact me today to set up a free one hour interview to see if we are a good fit. Call or text me at 2149261494 (24 by 7) or email me at williamstukey@avirtualcpafirm.com.
