This Year, Plan to Keep More of Your Money – By Paying Less in Taxes!

Most Americans think of “taxes” as an annual ordeal, a sort of financial root canal. Gather the paperwork, drop it off in March, and sit down to review the results in time to file by April 15. (Wince!)

That’s tax compliance. And compliance is important. But the real key to minimizing your taxes and keeping more of what you earn is planning.

If you own your own business or professional practice, you may have goals to increase your revenue by adding new clients, customers, or patients. But what about reducing the amount of taxes you pay? That will add to your bottom line too!

Planning ahead can help ensure your goals will be met. But if you don’t already have a goal to reduce the amount of taxes you pay, how will you reach this goal?

Proactive Tax Planning is for anyone who thinks they pay too much, or who knows that it’s what you keep that counts. Why not make this year the year you decide to keep more of what you earn?

Have you organized your business right? Do you have the right benefit and retirement plans for yourself and your employees? Can you manage your estate better? Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers?

It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t planned right, by April 15 it’s just too late. You need proactive advice and strategies to help you earn more and keep more, year-round.

I’m different because I’m a “Certified Tax Coach.” I offer proactive plans full of court-tested, IRS-approved strategies for minimizing your taxes, customized for exactly your situations.

The “other guys” settle for after-the-fact planning. Too often, that means outdated information, nasty surprises on April 15, no feeling of control, and no ability to change your situation. A Certified Tax Coach gives you ongoing coaching and personalized solutions, and the opportunity to make real changes that will directly impact and reduce your taxes.

The “other guys” offer “see you next year” service and the same old solutions, with limited contacts except at tax time. (And invoices for phone calls and even emails!) With proactive tax planning services, you get ongoing support. That means year-round contact, direction, and accountability. You can have complete certainty that you’re making the right decisions for your estate or business, while enjoying total confidence knowing you pay the least amount of tax possible while you work to achieve your dreams.

Call us when you’re ready to invest in a concrete plan to keep more of your money. We’re here for you, and we’re here for your friends, family, and colleagues as well!

Source: The American Institute of Certified Tax Planners

Scroll to Top