Personal tax preparation

Three Secrets of Tax Planning

Come in close.
You can’t tell anyone.
This is just going to be between us.
The first secret most people don’t realize.

Secret #1: You don’t have to be a multimillionaire to benefit from tax planning.

In fact, I’ve seen people who have less than $10,000 in REVENUE for their business benefit from tax planning.

All you need is a major life event. And BAM! There may be a need for tax planning.

Now that doesn’t mean I can guarantee you’ll save tens of thousands. But it’s worth a checkup, click here to set up a time.

Secret #2: Just because you have an accountant (even if they’re a CPA), you’re probably not covered.

Most small business owners don’t realize, most accountants just prepare returns.

They don’t PLAN like a proactive accountant.

Think like a general doctor.

Yes, they’re an MD.

But can they do spinal surgery? No.

You need a specialist.

Someone that specializes in tax reduction. Not tax preparation.

Secret #3: You can’t save money from previous years. Not in every case, but in select circumstances…

We can retrieve tax money you’ve already sent the government. That’s right.

While that’s 3 Secrets, there are so many more.

So, if you’re ready to pay the least amount legally possible,

Let’s set up a time to talk about more secrets of tax planning and how they can help you or your small business.

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