Testimonials

Thank you to Howard Blum, Esq. - best lawyer uncovering money - of the Law Offices of Albright & Blum, for his time on the phone and advice as to what direction to point a client of mine in.

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

Thank you to Jason Gorowitz, Esq, of the Law Offices of Jason Gorowitz, for his time on the phone and advice as to what direction to point a client of mine in. Jason was also so very generous with his time several years ago, advising me on additional protection that I needed.

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

Thank you to Michael Goldman of Michael Goldman Consulting for the instantaneous response when I was looking for a connection to someone at East West Bank. Much appreciated!!

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

Many thanks to Denise Boroff of Necie Business Insurance and Solutions, for her generosity of time and information. Among the many business services that Denise provides, is AFLAC (a much-needed protection that everyone should have, BTW). I am not even Denise's client for that service (worked with the wonderful Stephen Strocker on that, may his memory be for a blessing), but she was kind enough to let me know about a COVID-19 payment deferral program that AFLAC is offering to its insureds, and to continue to answer my questions. Thanks again Denise!

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

Thank you to Valerie Dufix, of Dufix Business Loans, lender extraordinaire, who needed a specialized type of funding for a client of hers, and reached out to me as a resource.

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

Thank you, Eric Olson, of Baker, Olson, Lecroy, and Danielian, for answering my needs request for a contact within the video game industry, for a friend of mine. Much appreciated!

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

Thank you to Chris Lake of Business Group Resources who referred one of her clients to me, for a business loan. I was able to offer them both a short term and long term solution to their financing needs.

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

Thank you to Anita Rodal for referring me to a 3rd party lender for the PPP loan. She was very knowledgeable and enthusiastic in providing the information needed for me to apply.

Tommy Busch
,

Michael is an expert in the area of valuations and royalty audits, not to mention a wealth of knowledge on the IRS. With 27 years of experience with the IRS, be brings a unique perspective and inside view of the types of things they see and what they looks at when selecting businesses for audits. He is generous with his knowledge and time. I look forward to working with him on a few royalty audits in the future.

Chris Lake Lake
CEO , JNC Lake Associates

I'd like to thanks James for referring me to one of his very important clients to consult on R&D credits. This was a security company, so it wasn't immediately obvious to the untrained eye exactly what that might have to do with R&D. But James had the perspicacity to understand and appreciate the potential there and to open a dialog on it with me. After just a few minutes of conversation, it became obvious that there was substantial R&D in what they do, as every venue and every event has custom elements to the planning. Beyond the referral, I very much appreciate that James felt comfortable enough with me to place his trust in me to handle this client. It meant a lot to me because we hadn’t worked together before. Rest assured James, I will treat any referrals from you like gold!

Chris Lake
CEO , JNC Lake Associates