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.
The Three Stages of an Effective Tax Strategy
“What happened?” I asked my client, Steve, as we started to go over his tax information for tax preparation.
We had met earlier in the year and determined that he needed a dual corporation strategy. That means an S Corporation for his operating company and a C Corporation for a few specific tasks. He would end up saving about $30,000 per year in taxes with that strategy.
Now he was back with his paperwork and there was no tax savings.
That’s because he had set up the wrong type of business structures.
Steve was more concerned than upset by the turn of events. He didn’t get the savings this year and it would cost him more money to get the right structures in place.
The paralegal he’d talked to had told him he should never have a C Corporation and so he went with that advice. Unfortunately, it was the wrong advice for Steve.
Tax strategies are never “one size fits all. Steve’s legal advisor had obviously seen some people jump into C Corporations without proper planning. The problem was that Steve did have the planning and the strategy.
Without implementation, though, it was completely worthless.
Worse than worthless, it had created a mess that it would now take money and time to correct.
There are THREE stages to a success tax strategy. You need each stage.
If you schedule and have your consultation prior to November 2023, we will refund $500 of the consultation fee. For the months of November and December, there is no refund available after the fee has been paid. This is due to the volume of consultation requests during those last two months of the year.
Please note that Diane is not able to take any new private clients at this time.