TAX STRATEGY SESSION

Tax strategy session is not a sales call.

Tax strategy session is where we take your documents,your prior tax returns, and your situation a develop a mapof what you need to do with your life financially.

We will find everything humanly possible to save you as muchmoney as we possibly can – legally, morally and ethically.

If you are interested in our services for filling taxes, everyone starts with a tax strategy session – fill out the form below.

WHAT WILL BE COVERED IN YOUR TAX STRATEGY SESSION:

Tax Deductions

We will go backwards in timelooking at your prior tax returnsto make sure that everythingthat you had in tax deductionswas actually written off.

Business Structure

Typically 8 out of 10 businesseswe work with are not structured properly and that is causing themto overpay on taxes. We will explaindifferent structures that you can useand how much money they can possibly save you.

Payroll

Not running your payroll properly may create missing deductions that are not showing up in your books. We will make sure you’re set up rightand also check for other tax traps like overpaying yourself on a paycheck.

Higher Level Strategies

Here is where we’ll cover things that you are not doing at the moment but couldsave you a lot of money on your taxes. These things include insurance, payingfor medical bills, employing family members, and much more.

“Just this week I was able to find a client $244,000 worth of expenses that their accountant did not list.”

– Courtney Epps

TAX STRATEGY SESSION WILL PREPARE YOU TO:

1. Run your business
finances properly

2. Be audit-compliant
and audit-proof.

3. Save as much on
taxes as possible.

Book Your Tax Strategy Session

WHAT WILL YOU NEED FOR YOUR STRATEGY SESSION:

Although not required, to make your session more productive,it’s very beneficial to have ready:

Copy of your prior tax returns, P&L and balance sheet

The goal of the Tax Strategy Session is not only to find ways to help you save money on taxes on this Tax Strategy Session, go backwards find money for you to make sure we’re tracking deductions, we’re setup properly as far as structure and then moving forward what can we do to help you keep more of your hard earned money. We can’t wait to help you have more so that you can live more and that you can give more.

We can’t wait to help you have more so that you can live more and that you can give more.

Book Your Tax Strategy Session