My Proactive Tax Planning and

Coaching Program Includes:

• INITIAL TAX ANALYSIS: To assess your current tax situation, I will review your situation and let you know if you (or your current accountant) are making expensive tax mistakes, or missing out on valuable tax-saving opportunities.

• DATA GATHERING: Completion of a quick survey to collect the key information required to prepare your customized tax plan

• RECOVERY OF LOST TAXES: Review of your prior tax returns (up to 3 years) to identify any errors or missed opportunities to recoup past overpayments

• THE PLAN ITSELF: A detailed, plain-English, custom-written report outlining how the tax code works, and every tax strategy that YOU can and should implement immediately or in the near future.  This report will be loaded with extremely valuable information and resources.

• TOP IDEAS AND SAVINGS SUMMARY:  You want instant gratification, in the form of tax savings.  So I give you the top recommendations that you should implement right away.  You'll also see a calculation of what those recommendations mean to you in annual tax savings. 

• AN ACTION PLAN: I understand how long "to-do" lists can be daunting, so I will also provide you with a timeline of which strategies can be implemented and when, giving you a real plan of action over a 6-12 month period.

• THE TOOLS: I will provide implementation guides, detailing how to fully implement your new tax plan, including every form and business agreement you will need to realize your tax savings.  In most cases, I just go ahead and implement the ideas for you.  No excuses!  I make this super-easy for you!  

• RETURN ON YOUR INVESTMENT: My fees are not an expense, they are an investment.  As such, you should expect a generous return on that investment.  I will provide you a calculation of your estimated annual savings, to show you exactly how wise a decision your tax planning fee was.

• TAX "CRYSTAL BALL" :  You will receive a 3-year projection of your upcoming tax returns, to give you a before-and-after view of the impact of our tax planning.

• CUSTOM DUE DATE CALENDAR:  I will prepare a calendar table of all of your important tax due dates, covering every Federal and State form that applies to your business.  Another quick-reference guide that you'll enjoy, especially handy in avoiding those nagging late fees! 

• CONTINUOUS ONGOING SUPPORT: You will receive lifetime updates to your tax plan whenever the tax laws change.  Tax planning is not a one-time event, your plan should change every time the laws do.  You are not on your own after I deliver your plan.  I am there for you as a true advisor should be.

• TIMELY COMMUNICATION: Personalized letters, announcements, and alerts regarding potential upcoming tax law changes and how you should plan ahead for them

• "WATCHDOG" TAX LAW MONITORING: Deadline alerts throughout the year letting you know about important upcoming tax dates and what you need to do for them

• CONVENIENCE: You can also call or email me any time of the year, with tax questions, or for any financial decision-making advice.  Just like a tax concierge.

There is only a fee if I find real tax savings for you. 

If I can't save you money, my time is FREE.

As a Certified Tax Coach, I have received specialized training in identifying proactive tax planning opportunities, and applying them to your situation.  You can trust I will work extra hard to find as many opportunities for you as possible.  I will identify every strategy that you legally qualify for.

With nothing to lose (except for the hard-earned tax dollars that you might already be overpaying the US Government), why not give me a call today?