Tax Coaching Service

When was tha last time your tax professional came to you and said "Here's an idea I think will save you money"?

Most tax preparers do an adequate job putting the right numbers in the right places on the right forms. But there is little or no proactive planning. In fact, my research and testing indicates that clients who implement my tax coaching service can rescue thousands of wasted tax dollars, year after year.

My tax coaching service quizzes clients on their families and homes, jobs, businesses and investments. Then I recommend specific strategies and concepts for saving tax. I package those recommendations in plain English to deliver the savings my clients really want.

Fees start at $599 tax deductible dollars. Coaching includes a personalized written report and ongoing maintenance for changing tax laws.

For more information contact us.