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When was the last time your tax professional came to you and said, “Here’s an idea I think will save you money”?

Certified Tax Coaches focus on proactive tax strategies to save you money!

We all want to cut our taxes. And who doesn’t love a good tax loophole? But most accountants just record history. Is your accountant helping you write it to pay less tax?

If you own your own business, own rental real estate, or you manage an investment portfolio, ask yourself these questions:

Does your tax pro regularly bring you ideas for saving money? Do you know the single most powerful strategy for cutting your taxes? Did you know that owning your own business is the best… Read more →

Does your advisor come up with innovative ideas to save you money? Do they spend their time “filling in the boxes” or thinking outside the box?

If you really want to take advantage of every tax break the law allows, you must think OUTSIDE THE BOX!

It doesn’t matter how good your accountant is with a stack of receipts on April 15th. If you didn’t know what deductions, credits, and loopholes are available to you, you’ve lost those breaks forever! True tax planning gives you concepts and strategies you need to minimize your taxes. Certified Tax Coaches will give you a customized plan for your small business to maximize your savings.

True tax planning tells you what to do, when … Read more →

Do you feel that you pay too much in tax? You’re not alone! The General Accounting Office estimates that Americans overpay their taxes by a total of almost a billion (yes, that’s billion) dollars each year!

Why do so many pay more than they have to? The main cause is mistakes and errors they or their tax preparers make on their tax returns!

So, how do you find a reliable person to keep some of that billion in your wallet? I put together the following criteria and questions to help you find the best advisor and stop giving Uncle Sam too much!

First ask yourself, what role will this advisor perform as part of your team? How much experience do … Read more →

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