Tax Planning That Goes Beyond Just Numbers
If you're like most Americans, taxes are your single biggest expense.
Cutting your tax bill can mean big changes and opportunities in your
life. Can you imagine
what you would do with an extra $11,000 per year? That's the average
amount we're able to save our clients through our proactive tax strategies.
Let me ask you a question?? When
was the last time your tax guy or gal gave you a great idea to save you money
on your taxes. Probably has been a while I bet.
Think about it. You probably
spend more time trying to save money on a new car or plasma tv then your
taxes. Or you spend more time planning
your latest vacation or researching the best restaurants. Do you spend anytime on lowering your biggest expense, TAXES. Do you have a Certified Tax Coach?? You might have a personal trainer or life
coach. You need a Certified Tax Coach to
lower your taxes, someone who is not only a CPA, but someone who goes the extra
mile for you.
Our clients make more money and pay less tax by taking advantage of
government loopholes. But it takes more than just learning about the
hundreds of loopholes available to start paying less tax today. You also need to put these ideas
into action -- and that’s where we come in. You need a team of
professionals you can trust to give you the best advice and develop your
proactive tax strategy.
Key Steps to Paying Less Tax
Tax laws aren't fair. They're written to favor people who make money
a certain way-- through businesses and investments, primarily real estate
investments and small business.
The best way to pay less tax is to do what the government wants you to
do. Why try to fight the IRS when it's so easy to just follow the rules,
make more money, pay less tax and still sleep at night?
It's not how much you make that determines how much tax you'll pay - it's how you make
it. Earned income (ie: wages and salaries) is the highest taxed income
there is.
Your Proactive Tax
Strategy only works if you develop a custom plan for your own circumstances. Your friends tax return is not the same as
yours. Everyone is different, that's why you need a custom tax plan.
Tax laws are constantly changing. To pay the least amount of
tax legally possible, have frequent meetings with your Tax Strategist and make
sure he or she is keeping current on the tax law changes.
Your Proactive Tax Strategy only works if you act. The faster
you and your team put the dozens of ideas you'll receive into action, the
sooner you'll put money in your pocket.
Here's what you can expect with your Proactive Tax Strategy:
You start with a brief interview with a me. We want to hear about
where you are now, and where you want to be. We'll ask a few easy questions
about your current situation and from that determine the best Proactive Tax
Strategy program for you.
You complete a brief Tax Questionnaire. You'll outline your
financial and business goals and about where your money currently
goes. We'll need copies of your past tax return and a little information on
each business entity (S Corporation, LLC, Limited Partnership, etc) that you
currently have set up. It's all in the Tax Questionnaire and we're here to help
you if you have more questions. The more information you give us, the better
job we'll do.
We analyze your information and develop a comprehensive Proactive Tax
Strategy. This stage typically takes two weeks so there's plenty of time to
research the best possible options for you. This is the stage where the cool things happen! In fact,
our average client saves over $11,000 with their Tax Strategy!
Together, we schedule a phone call to review the details of your plan and
to get your feedback. Typically, this call lasts about an hour. It's so
packed with information, though, that we write up your customized strategy so
you won't miss a thing!
You get a write-up of your customized strategy along with informative
tax loopholes information based on needs identified during your phone call with
your me.
About two weeks after the initial phone call, we conduct a follow-up
phone call to cover the details of the first call again or to go through
new questions you've uncovered.
The benefits you'll get from your personalized strategy will come to you in
many ways:
You'll to take control of when and how much you pay in taxes
You'll create a roadmap to building wealth and achieving your dreams through
the tax advantages the wealthy use
You'll set up your business in the best way to slash taxes and protect your
assets
You'll legally lower
your tax bills in ethical ways so you can sleep at night and not worry about
the risks of an audit!
You'll enjoy peace of mind knowing you have an expert team of advisors
supporting you so you can concentrate on doing what you do best!
Ongoing Support
After you've successfully completed your Proactive Tax Strategy, you'll have
the option to begin monthly or quarterly tax consulting with your Tax
Coaching Team. As your business and investments grow, your personal CPA will be
right there with you - making sure your tax plan and asset protection plan grow
with you.
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