3:42

Dan Maltby

September 30, 2022

Video Transcript


Speaker: Dan Maltby, Manager Member, Maltby Enterprises, Inc.

Could you describe a time that Elite Consulting, P.C. helped you?

Dan Maltby: So a a time that elite consulting helped me would be sort of getting me motivated to get involved with lowering my tax liability. They laid out well structured plan and they followed through on everything and helped me understand that, you know, it's sort of a two way street where they're contributing, but I'm also contributing and participating in the process. Um Through that they also kept me well informed of, you know, every iterative step in the process, which gave me a large sense of comfort because in the past, I've always sort of been in the dark until I got my refund in hand or not even a refund, but a payment that was due. And I didn't feel like I had any sort of control over anything. Um So I guess that's another thing that gave me wasn't just clarity, but also some control in the process. And um they've also allowed me to participate even into some of the more finite details. Of course that's not required. But um I've made that request and they honored it. Uh What I mean by that is they they let me get more into the Quickbooks and uh that sort of thing. Whereas in my past experiences, it's always been out of my control. I haven't been able to see the Quickbooks or anything like that until basically the very last day. So um yeah, it's been a great experience and I'm excited to continue on and go forth and see what happens

How would you describe Elite Consulting, P.C. in three words?

Dan Maltby: So three words that come to mind the first two are pretty easy are knowledgeable and efficient, and the third is more difficult only because there's so many good words to choose from. It's it's sort of a matter of prioritizing which is the best. But for me, but in my mind I think it be transparent to be the third um, word that I would use to describe them.

Why is Elite Consulting, P.C. different from other similar products or services?

Dan Maltby: Elite consultant is different from other similar services because I feel like they're more knowledgeable than the average service and they sort of bring to the table a quality of service that you would expect from a major like Big Four accounting firm. However, it's right there at your doorstep, come as you are and very approachable. So that's my first experience with something like that, you know, where I'm not having to um go through all these different hoops to try to find the right level of help. It's all right there and they see right through the issue and it's just very approachable and doable.



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