Be your own tax savings advocate with your CPA!

As mush as we expect our CPA to do everything in their poser 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 CPA like I do my doctor; they are smart and well educated, but they simply don't know everything. So over the years I have found that, with both my CPA and doctor, its good to do my won research and bring ideas to the table as well.

I have spent a lot of time over the years reading and researching about 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

-REVEIW EXSITING OPTIONS FOR REDUCING TAXES

-DISCUSS STRATEGIES FOR FUTURE TAX SAVINGS

-PROVIDE A COMPLETED TAX PLANNING SPREAD SHEET 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.