Ken's Discovery Of A Major Tax Overpayment

I was introduced to Ken eight years ago having recently moved back to the States after having spent seven years working abroad.  In addition to the offshore aspect of my tax issues, the financial services firm I had been a partner at had recently been acquired, adding an additional layer of complexity to my tax challenge.  Ken brought a level of knowledge and an attention to detail that was truly impressive.  In his preparation of my returns he undertook a forensic look back at what had been prepared in previous years.  That thoroughness resulted in Ken discovering a previous tax overpayment in excess of $200,000.  Over the following two years Ken was relentless in his pursuit of the overpayment.  His efforts eventually resulted in a tax mediation hearing where Ken presented the case and won.  While I was deeply grateful for such a great result, the area where I think Ken truly shines is in avoiding any drama in the first place.  He understands that the ability to plan and prepare around taxes is a load bearing component of financial planning and that anything shy of precision is unacceptable.  I view Ken as a key adviser in any financial undertaking.  When he gives advice, it is accurate, qualified and actionable.  If confidence in your numbers is important to you, then Ken Manning is someone you should get to know.

Charlie Goetz, Financial Services Executive