While most business owners just pay their taxes, they miss out on making a plan and identifying how to properly save on their taxes.
Don't let this be you.
The number one reason most small business owners and real estate investors overpay on taxes is that they are working with a Tax Preparer, NOT a Tax Planner!
We help real estate investors and small business owners permanently reduce taxes and grow wealth through a process called ‘zero tax advisory’, empowering them to more efficiently achieve—and surpass—their financial goals.
When was the last time your CPA came to you with an idea on how to save you money on your taxes? Not all CPAs and accountants are well educated in tax planning strategies.
Most are only focused on compliance/tax preparation, BUT DO NOT dig deep into the tax code to find their clients the tax savings they deserve.
As a Tax Planner I provide our clients with specific tax strategies according to their unique circumstances. Through the discovery phase I help uncover hidden tax deductions and loopholes that other CPAs don't know about.