Ten years after Cliff Golob began providing tax preparation and accounting services to Wellington-area clients, he is marking the milestone with an expansion to a bigger office, a greater complement of services and a new company name.
Formerly known as Pinnacle Taxx of Wellington, Golob changed the name of the firm this year to the Tax Coach. It’s a not-so-subtle reference to his business philosophy, as well as his volunteer service in the community. The Tax Coach is in the Commons of Wellington, located at 8401 Lake Worth Road, Suite 203, just west of Florida’s Turnpike.
“The name more closely embodies the personal relationship we have with each of our clients, as well as the professional services we deliver,” Golob said. “Truly assisting our clients with their taxes means getting involved way before the tax filing deadline. Whether it’s a large or small business, or an individual, we guide them to make decisions throughout the year that will benefit them at tax time.”
With that philosophy in mind, the Tax Coach has begun offering bookkeeping services in addition to tax preparation and financial planning.
“The one consistency I’ve seen throughout my years in business is that the tax codes continue to get more complex, and with the new Affordable Care Act, the complexity has increased exponentially,” Golob said. “We began our bookkeeping service to help our clients be ready at tax time. It positions them to be able to file the most tax-advantaged return, and even more importantly, it’s instant proof to the IRS of your business’s accuracy.”
Professional bookkeeping is a necessity for all businesses, he said. “You can’t know what your profit margins are or the overall tax liability you’re facing without it,” Golob noted.
The firm also helps individuals and their families who are facing college-related expenses by assisting them in completing the Free Application for Federal Student Aid, or FAFSA. The complex form that relies on income data is a requirement for many types of student aid.
“As a professional, I work continually to keep abreast of changes to the tax codes on behalf of my clients, whether it’s related to the ACA, FAFSA or simply new rules governing deductions,” Golob said.
The new company name also references Golob’s longstanding involvement with youth sports, both in administration and on the field. Golob has coached Royal Palm Beach High School’s junior varsity football team for two seasons. He also was active for many years with the Western Communities Football League, the Wellington Soccer Club and Palm Beach Central High School football. He also coached for two years in Royal Palm Beach’s Pop Warner Football League, taking his teams to the South Region Finals. Golob lives in Wellington with his wife, Sari, and his sons, Cameron and Rowan.
The Tax Coach will continue its longstanding tradition of midyear tax reviews. Existing clients can ensure they’re well-positioned for next tax season with a quick review of what monetary decisions they need to make before the end of the year.
Call the Tax Coach at (561) 383-6120 or e-mail Golob at email@example.com.
ABOVE: Cliff Golob, second from right, with his family: wife Sari and sons Rowan (left) and Cameron (right).