As a Tax and Financial Strategist, I empower business owners and individuals
with unique strategies that help them do 4 things:
If you are a business owner or a self-employed individual that paid at least $25,000 in personal income taxes or a high-income wage earner with at least $250,000 in income, then you qualify for our tax services. I’m sure you probably already work with a CPA and that’s fine. I don’t want to be your CPA. All the clients I work with have their CPAs prepare their tax return while I design and implement your tax strategy.
What your CPA most likely does is they simply file your tax return to report what’s occurred for the past year. That’s being reactive to what’s occurred. They perform the job of a historian and that’s similar to driving a car but looking at the rear view mirror the whole time you are driving. However, there’s a reason why the windscreen is much bigger than the rear view mirror. Don’t get me wrong, I look at the rear view mirror as well but only briefly, to see what’s occurred in the past. I am proactive. I pay most of my attention to your windscreen. I focus on where you are today and then I project and create the tax future you want…paying half price while others pay full price for their taxes. That’s the difference between what I do and what your CPA does. That’s also the reason why my clients keep their CPAs and work with me as their tax strategist.
For a better sense of the value my services will bring to you, please click here Case Studies to see how other clients have benefited from my services.