Answer
• I heard that a former client had moved after selling his old home to by a new one in another state.
• Your only guaranties in this life are death and taxes. So I introduced him to Mike, my go to tax man, with a three way email. I knew Mike was an 'enrolled agent' and could handle anything that might come up on taxes in his old home state or new home state.
• I get a call from the former client days later. Miracle Mike had saved the day, digging up old documentation, sending tax records overnight that were needed to close the refi deal on his new home. Call that a Home Run for everyone.
Clint Monroe
Lilburn Team