Before attending law school, I earned an MBA and ran my own successful business. That experience has given me great insight into the many business and financial situations my clients are in today.
I never have to worry about something getting done and I can simply focus on being an attorney, because I know that Mr. Winters is going to take care of my business and taxes.
Once the papers were signed, it was not the end of the relationship. [Gerald] continues to ensure that there have not been any changes to our situation, and keeps us updated if he learns anything that may affect us.
[Gerald] was very responsive - answered all of our questions (even late at night) and was very flexible in doing a conference call when our schedules didn't allow a face to face meeting. Gerald Winters, P.C. is the best partner to have in all legal matters.
Gerald is an expert when it comes to taxes. He has a working knowledge of the tax code and works diligently to ensure that his clients pay as little in taxes as possible.
[Gerald] did not try to over-sell us something that we did not need or want. He is a true professional.
Everything about my practice is personal. Families turn to me to help them care for their loved ones as they age, entrepreneurs lean on me to form their first businesses, and everyday folks contact my firm with questions about their taxes. Through these situations, I get the opportunity to understand not only the legal matter at hand, but the life of the individual behind it.
Though I enjoy getting to know my clients, these relationships also serve a larger purpose. You see, the areas I practice overlap. Once you start a business, for example, you may need additional help with your taxes. Furthermore, you may want to plan for the future of your company should you choose to retire or want to plan for the unexpected. And that’s just one example. Many areas of the law intertwine.
During my time as a certified public accountant, I cultivated an invaluable skill set. After all, while my legal education has given me a deep understanding of tax law, I would not be the tax attorney I am today without my background in accounting. Due to my far-reaching experience, I am competent in unraveling even the most complex tax mysteries and disputes.
My CPA training benefits my estate planning practice, too. In the process of drafting comprehensive wills and trusts, I carefully account for every asset and plan for any tax burdens that may arise, often facilitating a much smoother inheritance for the heirs of my clients.
Prior to becoming certified as a CPA, I made sure to establish a solid foundation in business both in and out of the classroom, and the acumen I’ve attained has served me well. Not only am I better able to run my own practice than I otherwise would be; I am able to help other small business owners fulfill their dreams, as well.
Regardless of why you initially seek my counsel, I will analyze your situation from a variety of perspectives. My extensive educational background allows me to design thorough and resourceful solutions that prevent details from slipping through the cracks. More so, even though I have learned a lot already, I strive to continuously grow.