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