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Important Next Steps
Please review the 15-minute video before your call. This will walk you through how our service works and ensure we make the most of our time together.
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Meeting Guidelines
TO ENSURE THE BEST POSSIBLE EXPERIENCE:
- Please join the Zoom call at your scheduled time (we start promptly)
- Ensure you’re in a quiet space with good internet connection
- Have your tax returns or financial documents ready if available
- Be prepared to discuss your business goals and tax concerns
Note: If you’re more than 10 minutes late or in a noisy environment (car, airport, etc.),we’ll need to reschedule your session.
I'm excited to show you how to stop overpaying Uncle Sam and keep more for your business!
Before We Meet
What You Need to Know
The Reality of Business Taxes:
What Uncle Sam Doesn’t Tell You
Let me share some eye-opening facts about tax planning that most business owners don’t realize. The average business owner unknowingly overpays $15,000 in taxes each year. That might not sound like much at first, but let’s do the math – over 30 years, with a typical market return of 8%, that’s over $1.8 million in lost wealth. Here’s what’s really interesting: you’re probably thinking that big companies are the ones getting all the tax breaks. The truth is, strategic tax planning isn’t just for big corporations. Even a small shift in how you structure your business and plan your taxes can result in a 15-30% reduction in your tax burden.
My Commitment to Your Success
I’m not telling you this to overwhelm you – I’m sharing this because I’ve seen too many hardworking business owners unknowingly leaving money on the table. My commitment is simple: I combine industry-leading tax strategies with personalized service to help you minimize your tax burden, protect your wealth, fuel your business growth, and create lasting value. I focus on showing you exactly how the tax code can work in your favor, just like it does for those who know how to use it properly.
Imagine the Possibilities
Think about what you could do with the money you’re currently overpaying in taxes. Maybe it’s investing back in your business, saving for retirement, or taking that vacation you’ve been putting off. Whatever your goals are, keeping more of what you earn is the first step to achieving them. That’s exactly what I’m here to help you do.
Frequently Asked Questions
What's the difference between a tax strategist and my current accountant?
Think of it this way – most accountants are like history teachers, documenting what already happened. As a tax strategist, I’m more like a chess master, plotting moves years in advance to win the game. While your accountant meets with you once a year to file returns, I work year-round to ensure every financial move you make is strategically planned to keep more money in your pocket and less in Uncle Sam’s.
What's your investment structure?
Let me be direct – our service pays for itself. I guarantee to find you at least equivalent to what you paid for the plan, or you get your money back. Think about it: every dollar I save you in taxes compounds over time. A $20,000 tax saving invested at 8% over 30 years turns into $201,253. We’ll discuss specific pricing during our call once I understand your unique situation.
Can you file my taxes too?
Absolutely! While I get excited about strategic planning (yes, I’m a tax nerd!), I also know the importance of proper execution. I handle your tax filing to make sure all our strategies are implemented correctly. Think of it as a complete service – I plan the game and help you win it too!
How exactly do you help me save on taxes?
Here’s the thing – the tax code is over 70,000 pages long (that’s 5 times longer than the Bible!), but most accountants only use about 50-100 pages to serve their clients. That means you’re probably missing out on dozens of legal tax-saving strategies. I dig deep into areas like:
- Choosing the right business structure (this alone can save you thousands)
- Maximizing every deduction you’re entitled to
- Smart retirement and investment planning
- Strategic business expense planning
- And many more custom strategies based on your unique situation