After a conversation with a banker about what to me seemed like a relatively complex tax strategy that I had in mind, I was introduced to Talibah Bayles and advised that she held significant expertise on the subject.
It turns out that she certainly does.
Ms Bayles is not only an expert in her field with a broad understanding of various nuances of the tax code, she is also adroit in adapting strategies that maximize utility for her clients. On top of that she is very patient, extremely professional, a skilled communicator and she takes time to ensure that her clients are kept up to speed, that all options are explored, and that the best possible outcomes are achieved.
I could not be happier with my experience. This is as good as it gets.
If you have a lot of moving parts in your tax situation and are seeking to optimize your tax strategy toward a particular goal or set of goals, she is the person to call. Highest possible recommendation.
5 stars. read more