Impacts
“I’ve spent almost 20 years helping teach over 3,000 CPAs and accountants how to help their clients pay less tax. Most of them just don’t have the mindset for proactive planning, and no amount of technical training can change that. Lubna Channo is one of the most successful members of my group. She has a deep technical grasp of the code and strategies, a due-diligence mindset to avoid traps, and, most important, a genuine desire to deliver the savings her clients really want.”
– Ed Lyon, JD
– Dr. Kirk Wojno, MD
“…I have had the pleasure of knowing and working professionally with Lubna Channo, for the last 10 years. Lubna’s tenacity and dedication to her clients can best be summed up by learning about her background. As a member of an elite group of fewer than six hundred tax advisors nationwide who are dedicated to tax planning to save their clients’ money. Lubna is a Certified Tax Strategist, ranked among the top 1% of tax strategy firms in the United States. Her expertise goes beyond the typical “fill in the box” tax rules and focuses on adding hundreds of thousands each year to her clients’ bank account. I’m pleased to have worked personally with Lubna and can attest firsthand to her skills and expertise.”
– Dominique Molina, CPA CTS – President of the American Institute of Certified Tax Planners
– Dr. Glen A, Villanueva, DO, FAAFP
“We don’t realistically know where we would be without your tax planning advice. You truly live up to your business goal of “Tax Planning” versus just preparing tax returns. You take every situation presented to you very personally and provide alternatives and advice as if it was your own interest at stake. Many thanks for everything you do.”
– James Yaklin, Director
As I muse about retirement, your help over the last 4 to 5 years has enabled substantial savings and allowed me to look forward to retirement comfortably with significantly larger savings. We would like to thank you for your services and continued help on a day-to-day basis. You have always been available for any questions we have, and we appreciate your promptness and communication.”
– Dr. Sushma and Dr. B.Ramesh Reddy
“I have to admit it was not easy. It was downright harrowing. But you took control. You effectively overcame my nervousness, hesitation, and my profound psychological resistance to all matters financial. You steered me right and bolstered my courage to retire that debt with the IRS. Along the way, you negotiated a settlement of the outstanding debt with the dentist from whom I had purchased this practice. You were a very effective agent. I had not talked to that man in years and had much resentment towards him based on the way he had treated me after the purchase of his practice. But you held fast, with the net result being that I had no more burden from the Internal Revenue Service or from the person from whom I purchased the practice. Additionally, it was with your help that I was able to pay off the last of practice loan and became the owner of my practice free and clear.
I feel like any attempt to summarize the successful outcomes of your help and support to be an understatement. You see, your advice and your actions have not only had the very concrete effect of saving my business, but also of rescuing my life. I have my wife and two college age children, and had my business failed altogether, the impact and probable losses to our small family would be incalculable and irretrievable. Devastating. Catastrophic. That would be an unimaginably dark outcome.
So Lubna, you see I have so much to thank you for. Yes … all of the things above … you have saved me from financial ruin. But in addition to being the most neediest of clients, you have also made a student out of me. Your guidance, determination, and firm hand when it was required, have made me a better owner and manager of my own business. I have learned so much from you. You keep telling me that you have too busy saving me and putting out fires that you have yet to work your wondrous tax planning skills and techniques. I can tell you most sincerely that I cannot wait to begin that new chapter.”
– Dr. Christopher Pallotto, D.D.S.
“…I want to express my heartfelt gratitude for the exceptional experience I’ve had with the Tax Planning Boutique. The expertise on how to set up the financial structures has been instrumental in streamlining operations and maximizing profitability. Your guidance and advice have truly elevated my real estate business to new heights, and I’m incredibly thankful. What sets your firm apart is unparalleled dedication to clients; the one-on-one approach makes me feel like a top priority. Your willingness to take the time to have meaningful conversations before diving into numbers is something I have rarely encountered in my 25 years of working with CPA firms. I’m immensely grateful for your accessibility and responsiveness throughout the year. Whether it’s a quick question or a complex financial matter, you are always there to provide expert guidance. Their commitment to communication and a client-centric approach has made a significant difference in my life and business. I am truly fortunate to have you as a trusted advisor….”
– Donna McFarlane