Truth or False

You're Currently CRUSHING It In Your Business

…but the subject of finances and taxes makes you want to turn all the lights off, hide under your desk and scream into a throw pillow?

This is how the story goes...

Typically, when you hire a financial advisor to help you manage your money, you give them your money, they put it into some bank and ask for your signature, and then they leave.

Which is where the problem starts.

Sure, you now have your money “working for you” but you’re still COMPLETELY in the dark about what any of it means. So, you just have to sit and wait for your tax bill to land on the doormat, not knowing what the end figure will be and never actually knowing if you’re paying more than you need to be.

And even if you do reach out to your financial advisor to try to learn more about how it all works? You’ll probably just get a whole bunch of industry jargon thrown back at you or you’ll be ghosted, waiting on a reply to a simple question for weeks on end.

Ready to build wealth, protect your legacy AND save millions of dollars on your taxes?

You need a financial advisor who is not afraid to really crunch your numbers

Here’s the thing: you don’t have to be a millionaire with multiple offshore accounts and a secret life in a tax haven country to pay less in taxes…

…and you don’t need to be a mathematical genius to understand where and how you can save money on your taxes…

…and you definitely don’t have to be scared of tax season OR have an accountant who is old and boring.

Because the truth is that in order to go from feeling overwhelmed and anxious at the thought of your business finances and tax returns to feeling relaxed and like it’s all under control, you just need a tax accountant who specializes in crunching your numbers AND in analyzing your personal situation to come up with tax strategies to save you money.

A lot of money.
And the good news?
That’s exactly what I’m all about!

On average, my financial strategy clients save more than $20,000 every single year on taxes...meaning they make back their investment in my services AND THEN SOME.

What Can I Do For You?

Financial Strategy

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Investment Management

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Business Intensive

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Financial Strategy

For the Fed-Up Business Owner Who’s Tired of Having Too Much Cash in the Bank, Not Having a Strategy for their money and paying too much in taxes!

My main flagship offer – and the one that’s perfect for you if you’re a successful business owner who already suspects you’re paying way too much in taxes but doesn’t know what to do about it. Maybe you’ve heard about HUGE corporations who pay zero tax and seem to always get away with it (how?!) and you want to know how you can pay less in taxes, and keep more of your hard-earned money, without illegal tactics or shady strategies. 

 

In this package, I come up with a customized tax strategy for you that is literally designed to save you (tens of thousands of) dollars every year. I implement these strategies for you before year-end when preparing your tax return AND I take care of all the forms, IRS communications and any accounting restructuring needed.

 

During our year working together, we’ll speak every quarter so that I can help you keep track of what’s going on in your business from a financial perspective. Plus, you can count on me for ongoing support in your business, whether it’s a quick question about deductibles or to ease your concern about a new tax bill you’ve heard about on the news – think of me as your very own Tax Guru!

Here’s How It Works

  1. First, we’ll gather all of your financial and tax information, goals, and expected income for the business so that we can provide you a financial strategy summary prior to our discovery meeting. I want all my clients to save more in the first year than the fee they pay! 

  2. I’ll dive into my vault of Super Secret Financial Strategies and find ALL of the applicable financial strategies that we can implement in your business. Some of the things I’ll look into include investment optimization, deduction review and maximization, legal entity optimization, and liability minimization.  I’ll use this information to prepare the financial strategy summary for you to show just how much $$$ we can save you!  

  3. We’ll then have a 60-minute strategy intensive where I’ll outline the relevant strategies for you and your business (keeping it all jargon free!) and show you how we’ll work together to save on your taxes each year by implementing each of the strategies. 

  4. After you’ve recovered from the shock of seeing how many thousands of dollars you’ll be able to stop paying the IRS and start earmarking for your next dream vacation, we’ll sign our working contract and you’ll pay a one-time fee for the service that can be broken up into monthly payments. 

  5. I’ll send you an email with all the next steps and then I’ll get to work! After that we’ll connect throughout the year as we work together to save you the most! Rest assured that you can contact me whenever you have a quick question or concern – I’m here for you.

Service 1

My main flagship offer – and the one that’s perfect for you if you’re a successful business owner who already suspects you’re paying way too much in taxes but doesn’t know what to do about it. Maybe you’ve heard about HUGE corporations who pay zero tax and seem to always get away with it (how?!) and you want to know how you can pay less in taxes, and keep more of your hard-earned money, without illegal tactics or shady strategies.
In this package, I come up with a customized tax strategy for you that is literally designed to save you (tens of thousands of) dollars every year. I implement these strategies for you before year-end when preparing your tax return AND I take care of all the forms, IRS communications and any accounting restructuring needed. During our year working together, we’ll speak every quarter so that I can help you keep track of what’s going on in your business from a financial perspective. Plus, you can count on me for ongoing support in your business, whether it’s a quick question about deductibles or to ease your concern about a new tax bill you’ve heard about on the news – think of me as your very own Tax Guru!

Service 2

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Service 3

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F.A.Q.

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