Whitehawk Advisors have been invaluable to us in making sure that our tax and financial affairs are in order and that we are properly structured to take full advantage of our wealth accumulation strategies.
We were introduced to Bill 3 years ago and the first few meetings were hard. We learnt that our practice and investment structures were less than effective and that previous tax advice received was incorrect – but at least he gave us solutions! Bill and his team then set about ensuring that our tax and financial affairs were in order that that we were maximizing the opportunities that we could.
We meet with Bill regularly to make sure that we stay on track to achieving our goals. Bill provides smart tax advice that works, and follows through with ensuring that it is implemented.
I strongly recommend Bill, and Whitehawk Advisors, as tax advisors and accountants.