As your CPA, I want 4 things for you:
- Consistent cash flow from your business and real estate investments,
- Maximum value for your business when you sell,
- Way lower taxes, and
- Protection on those assets you’re building.
Why are you paying so much to the IRS?
During your consultation, you’ll learn how to:
- Safely take all your legal deductions,
- Use the right business structures;
- Practice smart income splitting,
- Pay taxes when and how you want.
The country’s richest have teams of the best CPAs and tax attorneys to help them find all the tax breaks.
Why do the rich get all the breaks? That’s not fair!
That’s why I’ve devoted my career to helping small business owners and Mom & Pop landlords get all the same tax breaks.
- New York Times® bestselling author, blowing the lid off tax loopholes the rich use
- Nevada “Entrepreneur of the Year”
- Online for 21 years with multiple successful businesses
- Full-service tax practice for 29 years, completely virtual the last 14 years
My tax consulting clients save, on average, $14,500 per year, each and every year, after just one consultation with me. That’s money you put in your pocket, not extra deductions. And that’s extra money every year.
Are you ready to move forward with your own consultation? Start here.
Jan contacted our office initially because she’d recently gone through a divorce. Her husband had handled all of the business stuff before but she really was the business. She was the reason that people came to her consulting practice. She also sold products that went along with the services, plus she had some unique real estate.
And now she was trying to put it all back together so she could support herself and her children, as a single mom.
She had assets, but they weren’t all providing cash flow and meanwhile her expenses were big.
She wanted her initial consultation because she had concerns about what were the best business structures for her assets and she desperately needed a tax strategy that could help her right now.
She completed the initial questionnaire that we send out and returned it with copies of her past tax returns.
As part of the consultation, I go through past returns. It’s a way to spot where there might be missed opportunities.
There were a lot. We were able to cut her taxes in half just by taking all of the deductions she was legally able to take. She paid her oldest son for work he was already doing in the business. That moved income from her high tax rate to his low (or in this case zero) tax rate.
She saved over $20,000 in taxes.
The next step was to determine where she was actually missing opportunity. We helped her find a bookkeeper who could remotely with her to provide monthly financial statements at an affordable price.
That freed up her time plus gave her the information she needed to get a good real estate mortgage and finish up the empty apartment house she’d gotten in the divorce.
We put it in the right business structure and it soon became just on auto pilot, providing cash flow month after month but with no taxes due to all the real estate tax breaks she could take.
She was a year-round client of our full-service tax practice, so her tax strategy plan stayed current and the tax returns were prepared in line with the strategy.
Then, the bottom fell out of her business. Due to some big industry changes, she was pretty much out of business in less than 2 months. Now what?
We had another consultation and this time looked at options she had. She was talented, educated and experienced. She had options and we came up with a couple of possibilities on how to quickly change her business model to take advantage of new opportunities without losing a lot of what she’d already built.
Her income shot up! By the third month after the crash, her income was 3 times what it had averaged before. And it never slowed down.
In the middle of a supposed real estate down turn, she was able to sell her apartment building, pocketing 7 figures. NET. And remember this was supposed to be during a downturn.
Jan wanted her initial tax consultation because she was lost with the business and real estate she suddenly had. She knew she was paying too much in taxes, but she didn’t know what to do about it.
How the Consultation Process Works
Every one-on-one consultation is different. That’s because your goals and dreams are different from everyone else. Your circumstances are different.
I’ll ask you a lot of questions. That’s so I get a good sense of where you are now. And of course, I want to hear your questions. Together we create a strategy plan, step-by-step so that you can implement it as quickly and efficiently as possible.
We look at the cost/benefit ratio so you don’t spend a fortune setting up a complicated business entity structure that doesn’t give you enough value back. And we also look at risk/reward, to assess where your risks really are and what you can do about it.
And, of course, we’ll look at how you can pay less tax.
We’ll set up a Zoom call to review where you are and where you want to be. I’ll follow up the call with my notes and additional information, plus the next steps for you to take.
From there, we can put you in touch with one of our CPAs so you can make sure your tax returns are property prepared. Plus, if you need a good bookkeeper, we can help with that too.
It all starts with a consultation.
Please note: Since these are intensive, one on one sessions, there are a limited number of these available each month. If the spots are sold out for the current month, please check back at the first of the next month.
Don’t wait! They go fast!
If you have questions about our services or products, please contact us here.