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advanced tax
planning

think you pay too much in taxes?

You probably do!

If you're an entrepreneur, investor, or real estate owner, this could be one of your most important investments EVER!

You're excited to grow your business, but that extra revenue only increases your tax bill.  Taxes are a burden – they’re one of your biggest expenses and take a huge chunk out of your profits!  You’re working harder than ever, yet have less to show for it.  Shouldn’t success be rewarded?  So why does it feel like you’re being punished with endlessly climbing taxes??

You’re savvy and can handle practically anything, but talking about taxes is the one thing that gives you a stomach ulcer.  Bizarre terminology, complex instructions, countless forms, and crazy rules discourage even the most skilled entrepreneurs and investors from venturing too far into this arena. And why should you have to focus on tax?  Your main interest is your business, obviously not tax laws!

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To avoid this dreaded topic, you’ve hired a tax professional to do your books and taxes.  They’re great at what they do - but they’re also overworked.

They’re focused on meeting deadlines, balancing books, and filling out tax forms for ALL their clients by the right due date.  Sure, they also know a handful of tax deductions and credits which may shave a few thousand off your tax bill at year-end.  But are they especially trained to take advantage of the tax code and make it work for you?  Do they know the latest tax law changes and how to put serious money in your pocket year after year?

If only you lived in an ideal world where you could:

  • Increase your business profits and cash flows

  • Avoid surprises by knowing your tax strategy in advance

  • Make sure you’re not paying a penny more in tax than legally necessary

  • Stay up-to-date with law changes that affect you

  • Chat regularly with a tax expert during the year

Now you can have all that and more when you work with a Certified Tax Coach!

Proactive tax reduction planning is a must-have strategy for all business owners & investors who are serious about saving money and building wealth.

When done right, the rewards of good tax planning can be substantial.  A Certified Tax Coach uses many creative tax reduction opportunities to increase cash flow to your business and retain your wealth! 

These opportunities are then turned into a plan of action - your very own personalized proactive tax strategy. Make more, keep more, and reap all the benefits of business ownership and investing without the stress of high tax bills. 

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Proactive tax strategies can...

  • Reduce your risk of IRS audit and increase compliance

  • Help protect your personal and business assets

  • Make sure your legal structure is the best fit for your business

  • Increase your business cash flows

  • Free up cash for other investments

  • Take advantage of tax loopholes and credits

  • Maximize your retirement contributions

  • Accomplish your estate planning objectives

All while legally reducing your taxes!

A Certified Tax Coach is no ordinary advisor, they transform your taxes into profits and wealth through tax-smart spending.  They have completed special training with ongoing education requirements, and are held to a high ethical standard.  Their designation is recognized by the IRS and the American Institute of Certified Public Accountants.  Less than 700 individuals have achieved this certification in the United States.

That means they’re a pretty big deal.

That also means their goal is to save as much of your money from the hands of the government as legally possible. Now who doesn’t want that??

When you think about it…

  • Aren't you tired of paying more and more to the government every year?

  • Wouldn't you rather reinvest that money into your business or use it to build wealth?

  • Isn't a Certified Tax Coach just who you need to drastically reduce your tax bill and keep it low year after year?

  • Focus on what you do best and leave the tax planning to a pro?

If you answered YES to those questions, I’m excited to show you the benefits of tax planning!  Please schedule a complimentary session and find out just how much you can start saving in taxes.

The time is right.  The time is now.  Start your tax planning journey today!
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