You’re currently CRUSHING it in your business...
T or F:
...but the subject of finances and taxes makes you want to turn all the lights off, hide under your desk and scream into a throw pillow?
Typically, when you hire an accountant to prepare your tax return, you give them your numbers, they put it on a form and ask for your signature, and then they leave.
Which is where the problem starts.
Sure, you now have your tax return prepared and ready to submit – but you’re still COMPLETELY in the dark about what any of it means. So, you just have to sit and wait for your tax bill to land on the doormat, not knowing what the end figure will be and never actually knowing if you’re paying more than you need to be.
And even if you do reach out to your accountant to try to learn more about how it all works? You’ll probably just get a whole bunch of industry jargon thrown back at you or you’ll be ghosted, waiting on a reply to a simple question for weeks on end.
Well, not around here friend!
Ready to save thousands of dollars on your taxes?
Here’s how we can work together
On average, my tax strategy clients save more than $20,000 every single year on taxes...meaning they make back their investment in my services AND THEN SOME.
My main flagship offer – and the one that’s perfect for you if you’re a successful business owner who already suspects you’re paying way too much in taxes but doesn’t know what to do about it. Maybe you’ve heard about HUGE corporations who pay zero tax and seem to always get away with it (how?!) and you want to know how you can pay less in taxes, and keep more of your hard-earned money, without illegal tactics or shady strategies.
In this package, I come up with a customized tax strategy for you that is literally designed to save you (tens of thousands of) dollars every year. I implement these strategies for you before year-end when preparing your tax return AND I take care of all the forms, IRS communications and any accounting restructuring needed.
During our year working together, we’ll speak every quarter so that I can help you keep track of what’s going on in your business from a financial perspective. Plus, you can count on me for ongoing support in your business, whether it’s a quick question about deductibles or to ease your concern about a new tax bill you’ve heard about on the news – think of me as your very own Tax Guru!
Here's How It Works
First we’ll hop on an initial discovery call so I can learn about your business and make sure you truly need this service. I want all my clients to save more in the first year than the fee they pay, so I will only recommend going forward with the service if I can guarantee this will happen for you (meaning that hopping on a call is literally a no lose scenario for you!).
I’ll dive into my vault of Super Secret Tax Strategies and find ALL of the applicable tax strategies that we can implement in your business. Some of the things I’ll look into include deduction review and maximization, legal entity optimization, and liability minimization.
We’ll then have a 90-minute strategy intensive where I’ll outline the relevant strategies for you and your business (keeping it all jargon free!) and show you how much money you’ll be able to save on your taxes each year by implementing them.
After you’ve recovered from the shock of seeing how many thousands of dollars you’ll be able to stop paying the IRS and start earmarking for your next dream vacation, we’ll sign our working contract and you’ll pay a one-time fee for the service.
I’ll send you an email with all the next steps and then I’ll get to work! We’ll have a follow-up call one month after this and after that we’ll speak every quarter during the year we work together. Rest assured that you can contact me whenever you have a quick question or concern – I’m here for you.
This service is perfect for you if you’re an ambitious business owner who still feels stung by the last big check you had to make out to the IRS (and who is ready to stop having your heart rate go up whenever you see those three little letters).
The difference between my tax preparation services and those of a regular accountant is that I don’t just put your numbers on a form. I analyze your numbers, and your industry, so I can find the gaps in your expenses and help you see where you’re missing out on deductibles.
The other difference? I don’t charge by the minute. My tax preparation service is a one-time fee that covers year-round communication with me, safe-harbor estimated quarterly tax vouchers and the peace of mind knowing that you have a kick-ass tax wizard on your team.
Have a quick question about whether your trip last weekend to Seattle can count as a business deduction? That’s what I’m here for!
Are you a new business owner who wants to be “too legit to quit” when it comes to all things finances and taxes?
Do you want to know how to maximize your deductions and make sure you’re toeing the line of the law when it comes to paying your taxes?