Proactive Tax Planning

Looking for those Tax Loopholes? As a Tax Coach, we go beyond just checking the boxes once a year.

What’s it like to have a Tax Coach on your side?  How would you like to have an approved strategic tax strategy to reduce your taxes all year long?  This is what we call proactive tax planning.  Most tax guys take your history and fill out your forms annually but we actively search the tax laws for every deduction, credit, loophole and strategy available.

Tax Coaches are tax professionals with advanced training in tax planning who specialize in helping you pay less tax.  Most of us know that tax laws aren’t fair.  Different types of revenue streams are taxed differently.  Different types of entities may have their own tax rate.  Some deductions are deductible while others are not.   Does this sound confusing?  I would imagine so.

So how can you pay less tax?  Tax laws are constantly changing so you need to be proactive in evaluating your business and personal tax situation. 

Here is what to expect with your Proactive Tax Strategy:

  • You start with a brief interview with a Tax Coach. We want to hear about where you are now, and where you want to be. We’ll ask a few easy questions about your current situation and from that determine the best Proactive Tax Strategy program for you.

  • You complete a brief Tax Questionnaire. You’ll outline your financial, business and investment goals and about where your money currently goes. We’ll need copies of your past tax return and a little information on each business entity (S Corporation, LLC, Limited Partnership, etc) that you currently have set up. It’s all in the Tax Questionnaire and we’re here to help you if you have more questions. The more information you give us, the better job we’ll do.

  • We analyze your information and develop a comprehensive Proactive Tax Strategy. This stage typically takes two weeks so there’s plenty of time to research the best possible options for you. This is the stage where the cool things happen! In fact, our average client saves over $15,000 with their Tax Strategy

  • Together, we schedule a phone call or in-person meeting to review the details of your plan and to get your feedback. Typically, this call lasts about an hour. It’s so packed with information, though, that we write up your customized strategy so you won’t miss a thing!

  • You get a write-up of your customized strategy along with informative tax loopholes information based on needs identified during your phone call with your Strategist.

  • We conduct a follow-up zoom/phone call about two weeks after the initial phone call or meeting to cover the details of the first call again or to go through new questions you’ve uncovered.

  • Ongoing Support After you’ve successfully completed your Proactive Tax Strategy, you’ll have the option to begin monthly or quarterly tax consulting with your Tax Coach team. As your business and investments grow, your personal coach will be right there with you – making sure your tax plan and asset protection plan grow with you.

Our clients make more money and pay less tax by taking advantage of government loopholes.  So what’s stopping you now?  Can you imagine what you would do with an extra $15,000 per year?  If you look at your expenses, taxes are most likely your biggest expense. Start controlling when and how much you pay in taxes.  You’ll enjoy peace of mind knowing you have an expert team of advisors supporting you so you can concentrate on doing what you do best!

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