Be your own tax savings advocate with your CPA!

As much as we expect our CPAs to do everything in their power to lower our taxes, unfortunately, they don't. CPAs are both very busy and, well, human, so they often are not as proactive as they should be with your individual tax planning. I think about my CPAs like I do my doctor; they are smart and well-educated, but they simply don't know everything. So, I have found that, with both my CPA and doctor, it's good to do my own research and bring ideas to the table as well.

Over the years, I have spent a lot of time reading and researching tax planning so that I could ensure my CPA wasn't missing anything come tax time. I have also built a great relationship with my CPA and spent countless hours mining a lot of very valuable information from them. With this package, I will share all of that information with you and help you apply it to your own tax planning strategy. What you learn here, you will be able to apply every year going forward!

THIS PACKAGE INCLUDES

-EXPLAIN HOW TAXES ARE CALCULATED

-REVIEW YOUR INCOME, EXPENSES AND POTENTIAL TAX LIABILITY

-REVIEW EXISTING OPTIONS FOR REDUCING TAXES

-DISCUSS STRATEGIES FOR FUTURE TAX SAVINGS

-PROVIDE A COMPLETED TAX PLANNING SPREADSHEET FOR YOUR CPA AND FOR USE IN THE FUTURE

SCHEDULE A FREE 20MIN CHAT TO DISCUSS THIS SERVICE!

Disclaimer: I am not a licensed CPA or attorney. I share strategies that I have learned and or employed for myself. The work we do will need to be shared with your CPA for implementation prior to filing.