Tax Strategy Session - 3 Year Overview

There's NO such thing as 'Tax Season'

A Season Is Temporary

Tax IS Certain

Every time you make a dollar, you trigger a taxable event!

A Tax strategy session is where we take your documents, your prior tax returns, and your situation to develop a map. This map will help us find you everything humanly possible to save you as much money as we possibly can – legally, morally and ethically.

Items Required for Analysis:

Federal & State Tax Returns for 3 Years

Current P&L and Balance Sheet (Business Owners/Independent Contractors)

Concepts we will cover to create a WINNING Strategy with YOUR REAL Numbers!

1. Tax planning starts with understanding your tax bracket

2. The difference between tax deductions and tax credits

3. Taking the standard deduction vs. itemizing

5. Know what tax records to keep

6. Tax strategies to shelter income or cut your tax bill

We will also go in depth about:

Tax Minimization

Tax Evasion

Tax Avoidance

This experience will be a TRUE game changer for you!

All that you will learn, you will be able to carry on and apply for the rest of your life!

Understanding & Mastering the tax code is a blueprint for wealth!

Terms & Conditions

This 1:1 Tax Strategy Session i.e. being the back and forth between us TWO + the analysis MUST be completed within 45 Days of Purchase.

I understand that you will have to gather many documents.

PLEASE have those documents in hand and accessible BEFORE purchasing this service.

In order for ME to do my part... I need the following to START:

Items Required for Analysis:

Federal & State Tax Returns for 3 Years

Current P&L and Balance Sheet (Business Owners/Independent Contractors)

DO NOT purchase this service if you do not have access to these documents.

I pride myself on accuracy and SOURCE DOCUMENTS ARE REQUIRED!

REFUND POLICY:

If you are unable to provide the REQUIRED documents within the 45 day timeframe, you will be refunded the purchase amount - merchant charges.