Hello Wealth Builders! I've been in business almost 10 years and realized the number one reason most taxpayers overpay the IRS. You may be thinking, "my accountant doesn't give me enough deductions", or something along those lines. I've heard it all. The truth is you've been doing your taxes the "traditional way" which is waiting until April, filing what's required, and hoping for the best. That approach is literally costing you tens of thousands every year. You've tried doing it right. You've used good accountants, and even spent hours making sure you've captured all of your deductions. However, nothing changes. You're still making a non-deductible charitable contribution to the IRS by paying more than what is required. You are not alone, and it isn't your fault. I speak with hundreds of people who do the same thing. Waiting until April to speak with your tax preparer only guarantees the IRS keeps more of your money. This is why proactive tax planning is crucial. Proactive, strategic tax planning helps you redirect money from the IRS back into your bank account. I help high-earning business owners and individuals do just that. We will implement tax strategies that work for your unique situation and not the IRS. Stop overpaying the IRS and start investing in the lifestyle and wealth building activities you deserve. Don't wait until April to look for a great accountant who can help you save. It will be too late. Schedule your appointment to start your proactive tax planning journey today.
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We specialize in all things taxes. If you have a large tax bill you need assistance resolving with the IRS, schedule your call today to get started.
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Hello Wealth Builders! High earners excel at building their business and bringing in revenue. That's your superpower. The downside is many don't think about taxes until March, or even September/October. If that's you, you could be leaving thousands on the table, or worse, in the IRS treasury. Smart high earners review, adjust, and take action in Q4 to redirect money from the IRS back to their bank accounts. Here's what you need to do: Review your financial reports - Accurate, up-to-date...
Hello Wealth Builders! After three long years of studying and testing, three months completing all the application requirements, I am proud to share that I am officially a Certified Public Accountant (CPA)! What's Changing? Several people asked, "Now that you're a CPA, what's changing?" The truth is nothing much about the quality of my work is changing. Even though I'm a newly licensed CPA, I've been in business and doing the work almost a decade. This coming January will mark 10 years. For...
Hello Wealth Builders! I promise I've heard this hundreds of times, "Just set up an LLC or S Corp and write everything off". The complaint I hear from taxpayers and new clients is, "I just need some more write-offs". Of course you want to accurately report your income and expenses, but that's not always enough. The truth is real tax strategy isn't about write-offs. That's the bare minimum. Real tax strategy is about wealth building. Wealthy people don't lower their taxes by spending...