Oro Tax Advisors
- Industry: Banking / Finance
Business Size: 11-20
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About Oro Tax AdvisorsOro Tax Advisors is the premier tax advisory firm you’ve been waiting for. We deliver comprehensive, proactive tax guidance that helps you protect, grow and enjoy your wealth.
What differentiates you from the competition?By focusing on proactive strategy and planning first, we turn what is normally a tax season into an ongoing tax conversation. The result is that we don’t just manage taxes, but we help you build your wealth..
What are your top selling services or products that your company offers?Our advisory packages include ongoing and recurring monthly meetings where we discuss and help clients implement various tax strategies throughout the year, instead of just waiting until December and scrambling last minute.
If you had one message to get across to future customers, what would it be?Tax planning is not just for the ultra wealthy or top 1%. There are many things that small business owners or even just W-2 employees can do throughout the year to save taxes.
What is the biggest marketing challenge that you will face in the upcoming year?As a relatively new firm just getting our name out there and building our client base is our primary focus. We are hosting weekly calls that are free for anyone in our community to join.
How do you ensure financial literacy among your clients? We have a community that we are building where we offer weekly calls for our members to join. On these calls, we will discuss various tax strategies or other tax planning topics in detail and allow for Q&A at the end.
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