If Your Taxes Give You Anxiety,

Consider a Tax Therapy Session to See if We Can Rescue Your Wasted Tax Dollars!

We truly enjoy a great conversation, and who better to chat with than our client base of counselors, therapists and licensed clinical social workers!  Even though we are in the business of giving tax advice, it is amazing to see just how similar our  practices really are!

If you’re like most counselors, you waste thousands of dollars every year in taxes that you simply don’t need to pay.  And if you’re like most counselors, you grumble about it on April 15. . . then wait until next year to get the same results all over again!  Now isn’t that just depressing!

What if your taxes simply need a psychoanalysis by an expert tax planner?  What if some proactive tax planning and a few sessions to discuss our findings could literally save you thousands of dollars in taxes each and every year?  I am happy to meet with you, and perform a Free Tax Analysis for you, to see if we can alleviate your stress about the amount of taxes you overpay year after year.  Together we can determine where the mistakes and missed opportunities are in your practice, and get you on the path to recovery quickly!

The sad truth is, it doesn’t matter how good your accountant is with a stack of receipts on April 15.  By then it’s too late!  The key to a stronger relationship with the IRS is planning.  I belong to an elite nationwide organization of professional tax planners, Certified Tax Coaches, and we have seen therapists and counselors like yourself make the same costly tax mistakes over and over again.  I have no doubt your accountant does a terrific job doing what they were trained to do.  I just have a different specialty than they do.  There’s nothing wrong with bringing in a specialist to ensure your phobia of "all things tax" a thing of the past!  

Has your accountant answered all of these questions?

• Are you making the single most expensive tax mistake of all?
• Do you know how to slash your audit risk?
• Do you have the right entity structure for your business?
• Do you have the right retirement savings strategy?
• Are you making the most of meals, travel, entertainment, & gift deductions?
• Are you making the “mileage allowance” mistakes that cost thousands?
• What are your best options for depreciating or expensing business equipment?
• Can you write off your family medical bills as a business expense?
• Can you deduct funds for your kids’ private school and college tuition?
• Why do you owe all of this tax every year and what can you do about it?

If the above questions give you grief, we need to talk!   

Call me at 203-767-7197 for your Initial Tax Analysis.  I’ll find the mistakes and missed opportunities that cost you thousands in taxes every single year that you legally do not have to pay, then show you how proactive planning can rescue those wasted dollars!  

If your taxes are sky high, and you don’t know why, I’m your guy!