Although, Our Tax Coaching Service Isn’t Right for Everyone…. it just might be Right for you…
“If you pay too much in taxes – you might need a tax plan”
As much as you might think this profound quote would have been attributed to the comedian Steven Wright — you’d be wrong. It belongs to your future tax coach, because if your paying more than $18,000 per year in federal and state income taxes you are more likely than not going to benefit by hiring us to not only prepare your tax return — but to also help create a strategic personal tax plan for you and your family.
Not everyone will benefit from a tax plan. The people who benefit the most generally are:
- Self-employed, business owners, investors who file Schedule C, D, and/or Schedule E with their tax returns
- Medical Professionals with a private practice
- Real Estate Professionals who earn more than $90,000 per year consistently in commissions
- Real Estate Investors
- Business Owners
Generally, wage-earners (W2) individuals will not benefit as much. However,you may benefit simply by having an established relationship with a tax and business advisor who you will want to call when you decide to retire and start your own business or when you lose your job and you want to make some decisions regarding next steps.
Brief Summary of How Tax Planning Works
We start by reviewing your prior three years of tax returns. We look for the mistakes and missed opportunities that may be causing your to pay throusands of dollars in extra taxes each year that you don’t need to be paying. We spend anywhere from 1 to 3 hours reviewing your personal tax situation and evaluating your previously filed returns. Then we evaluate whether or not you would benefit from our Tax Coaching Services or if you’d be better served by having us simply preparer your current year tax returns. Either way, you’ll have an opportunity to learn more about the value we can provide you and your business.
Then we evaluate whether or not you would benefit from our Tax Coaching Services or if you’d be better served by having us simply preparer your current year tax returns. Either way, you’ll have an opportunity to learn more about the value we can provide you and your business.
Initial fees for tax planning and tax coaching services are paid when you engage us to perform those services for you by signing an engagement letter. From that point forward, you will be placed on our contact list to receive tax news at it happens so you can take advantage of changes as they happen, and you can feel free to email me with questions as they arise. IF we cannot provide a positive return on investment — your tax plan is Free!
If you think this common sense approach sounds like a smarter way to manage your money and your taxes, please give us a call to arrange a free initial meeting so we can answer all of your questions about our philosophy, methodology, services and fees.