Advanced Tax Strategy
Let's reduce your taxes.
If you feel like you pay WAY TOO MUCH in TAXES, you are not alone!
In fact, the Government Accountability Office (GAO) thinks you pay too much too! They estimate that taxpayers overpay taxes by about $945 million each year due to mistakes they and their tax preparers make on their tax returns!
Imagine what could happen if you could plan how much you pay in taxes and when you pay.
We can help you keep more of what you earn and PAY LESS TAX!
As a certified tax coach, I help you make the most advantageous decisions and shifts throughout the year. These will add up to significant tax savings.
There are three stages to the Proactive Tax Strategy Program:
1. Discovery call: A quick assessment to make sure this is a good fit for both of us.
2. Proactive Tax Strategy: A thorough review of your current tax situation including all of your businesses and investments, retirement savings and investments and more
3. Ongoing tax consulting and support
Let’s get started saving you money!
Planning doesn’t occur at tax time. It’s an ongoing process to keep you achieve the greatest tax savings.
It’s an ongoing process though. Not a one-time thing. We’ll meet quarterly to make sure your plan is still the best for you and make any necessary tweaks along the way.
As a business owner, your focus is on your business. Leave the planning to a certified tax coach.
Please note: This service is best suited to high income earners that have a business(es) or investments like rental property.