Tax reduction is made possible by a proactive tax plan. Get a Certified Tax Coach and CPA on your side.

HERE’S JUST A FEW OF THE TAX SAVING STRATEGIES WE USE…

• Split income among several family members or legal entities in order to get more of the income taxed in lower bracket.
• Shift income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
• Defer tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
• Use certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
• Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

A CERTIFIED TAX COACH:

• Empowers you to achieve your dreams
• Educates you in a language you can understand
• Highlights areas in which you are strong and those that need improvement
• Helps you set goals and helps hold you accountable to achieve your dreams
• Designs and implements innovative, customized tax strategies that minimize your taxes and your risk of audit
• Helps you meet your financial goals and take advantage of current and future tax savings, once you have taken the first step to get started.