Biz Tax Guy - Strategic Tax Planning

"Randy Shepard is who you will need if you want to get the MOST available tax savings/strategy for your business! In just one zoom call, Randy provided the best advice I've received in my 20 years as a business professional!"

"I highly recommend Dr. Randy Shepard for his skills as a Chief Financial Officer and more broadly as a business consultant. Having had the privilege of working closely with Randy for more than 15 years, I can confidently attest to his exceptional qualifications, unwavering dedication, and outstanding professional achievements. He has repeatedly demonstrated his ability to navigate complex financial landscapes, effectively manage financial resources, and drive tangible results. One of Randy's most remarkable strengths is his ability to build and lead high-performing teams. He possesses excellent interpersonal and communication skills. Moreover, Randy has consistently demonstrated a strong sense of integrity and ethical conduct in his work. In addition to his financial expertise, Randy has a keen business sense and is adept at identifying opportunities for operational improvement, cost reduction, and revenue enhancement. Beyond his professional accomplishments, his exceptional work ethic, strong interpersonal skills, and natural leadership abilities make Randy an invaluable asset to any organization. Simply put, I wholeheartedly endorse Dr. Shepard for his talents as a Chief Financial Officer and business advisor. Robert J. Sherwood, President Identimap, Inc..Can"

""I've used Randy for several years now as a fractional CFO. He's a genius when it comes to tax mitigation. He's not only saved us a lot of tax dollars over the years, but has proactively helped us establish new businesses and expand exponentially." - Juan L"

"Randy is an amazing CFO for small business owners! When I started my business I didn't know a lot about the financial aspect of it. Randy has been instrumental in coaching me through every step of the financial process to make my business compliant with the IRS and my team. From helping me set-up my LLC to everyday financial operations. If you want to work with a CFO that is professional, knowlegeable and helps coach you to get a great ROI with your company, then Randy is the person you want to work with. I have a lot less stress knowing I have help with this area of my company. I worked in the corporate world for 30 years and there is a distinct difference between a CFO & a CPA. Randy is a CFO and coach that can help you with one of the most difficult areas of owning a business."

"Randy has been a wonderful asset to our organization with his wealth of knowledge and resources to not only save us money, but generate funds as well as plan for a profitable future."