Helping you pay the least amount of tax you can legally pay
Tax season shouldn’t make you lose your mind…or your hard earned cash. Reduce your stress and put more money in your pocket with our Personalized Tax Planning System.
- Keep more of your hard earned money where it belongs…
- Get clarity on the trajectory of your business through year over year tax analysis..
- Implement long-term financial goals and a clear path to retirement…
- Level up your tax strategy to increase your returns…
- Implement an easy system to increase organization and reduce money management time…
- Feel confident knowing you have experts in your corner who can advocate on your behalf…
I have saved clients
in taxes so far!
Because your job is to run your business
…not become a taxation expert…
- You may be giving the IRS a big tip that they don’t deserve!
- You are cutting into your hard earned profits that could be used to reinvest into your business, take your family on vacation or pay for your kid’s college.
- You end up with cash flow issues at tax time due to improper planning or disorganization.
- There is nobody advocating for you to ensure the accuracy of your submission.
- You see the looming tax season with dread and have sleepless nights over the amount of paperwork you still need to catch up on.
- You have to put off expansion projects, investments, and new hires just to pay your tax bill.
STOP giving away your money and book a Tax
Planning Discovery Call
Our step by step process will take you from taxation trouble to money master as we work with you to correct past mistakes and lower your tax bill.
- Personalized attention with 1 to 1 consultations
- Review of past tax returns
- Full analysis and recommendations
- Charitable tax strategies
- Additional little-known tips and tricks
- Customized planning based on your personal tax situation
- Follow up meeting 30 days later to ensure nothing slips through the cracks
- Time saving steps that are easy to implement
- Business Entity Analysis
- Judgement free zone – We’ve seen ALL the messy money situations!
Our Personalized Tax Planning System is for you if…
- You are done with the headaches and stress of tax season
- Your current tax strategy is non existent, ineffective or a shot-in-the-dark approach
- You take in a minimum 100K net profit (not gross) annually
- You are shocked by your tax bill and are ready to put more money in your pocket.
- You don’t have the time to think about or plan for a long term financial strategy
- Any tax savings you have managed to receive are quickly lost in the competing demands of the business
Fill out this questionnaire to see if it’s a fit and you’ll glean enough ROI from tax planning and reap the benefits.
We are so confident that we can help you save money that we personally guarantee a 2:1 ROI for qualified applicants*- You will get twice your investment back!
A technician doing their own taxes is like an accountant installing their own HVAC system…you don’t know what you don’t know…
Scott is our typical client…
He owns a growing tech company, but like most CEO/technicians his time was eaten up by the day-to-day running of his business. He never had time to learn tax secrets and systems and he dreaded the mountain of paperwork and the final bill he was presented with every tax season. His approach to taxes was reactive and filled with resignation. He knew he was paying too much but he didn’t know where to start or even if he wanted to invest the time into looking into his options.
Scott finally sat down with us and was amazed at the options he was presented with. Through working with us he was able to take his tax saving over 5 years and purchase a commercial building that is now completely paid for. And now…he is paying himself rent. We set up two different tax entities to save taxes and create cash flow that is now setting him up for retirement. Plus, the building he owns is an asset he can choose to sell or rent out…
All this happened because he sat down with us and we built him a long term strategy. Needless to say Scott no longer fears tax season and instead happily thinks about where he is going to invest his savings.