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.