“Day in and day out, your tax accountant can make or lose you more money than any single person in your life, with the possible exception of your kids.”

— Harvey Mackay

How true is that. It is not how much your tax preparer charges you that counts; it is how much your tax preparer saves you.

Here our goal is to help you keep more of your money not just for this year but forever.

We look for creative ways to use the tax laws in your favor. Our second goal is to keep you out of an AUDIT.

I have written about how to win if you are ever audited. You can find this information in our blog.

We offer income growth strategy sessions to help you save money. We will review your situation and your goals, then we will make a plan and set up mini goals to make sure you get it right. Let us help you by making an appointment TODAY

 

As an example we save Phillip T. His taxes were filed showing he owed the IRS $24,462 and NC $5,587 or $30,049. With my help he now received a refund of $18,200 from the IRS and lowered the amount he owed NC to $2,012 a huge savings netting a refund of $16,188 instead of owing $30,049.

Another example we saved Glen A. His taxes were filed showing he owed the IRS $2,044 and a refund from state of $126. This a net of him owing $1,878. When we were finished he owed the IRS $42 and received a refund of $67 which is a net of $25 refunded to him.

Another example Brooklyn and her husband owed the IRS $621 and NC a refund of $457, net owe $164. Her results were a IRS refund of $177 and NC of $639, which is a net of $816 refunded to them. A savings of $980.

Would you rather pay the IRS or get a refund? We are not saying we can help you. What we are saying is let’s get together and see. The consultation is free so what are you waiting for. CALL TODAY 910-212-4881

OUR COACHING PROGRAM INCLUDES:

• INITIAL TAX ANALYSIS: To assess your current tax situation, We will review your most recent tax documents and let you know if you (or your current accountant) are making expensive tax mistakes, or missing out on valuable tax-saving opportunities.
• DATA COLLECTION CHECKLIST: Next, you will complete a quick survey to collect the key information required to prepare your customized tax plan.
• RECOVERY OF LOST TAXES: We will then review your prior tax returns (up to 3 years) to identify any errors or missed opportunities that would allow you to recoup past overpayments.
• THE TAX PLAN: You will receive a detailed, plain-English, custom-written report (usually 60-80 pages) outlining how the tax code works, including every tax strategy that you can and should implement immediately or in the near future.  This report will be loaded with extremely valuable information and resources.
• IMPLEMENTATION: We understand how long “to-do” lists can be daunting, so we will also provide you with a timeline of which strategies can be implemented and when, giving you a real plan of action over a 6-12 month period.
• THE TOOLS: We will provide implementation guides, detailing how to fully implement your new tax plan, including every form you will need to do it.  No excuses!  We make this super-easy for you!  For more complex strategies that require more of my time, we will provide you with very reasonable estimates for those efforts.
• RETURN ON YOUR INVESTMENT: Our fees are not an expense, they are an investment.  As such, you should expect a generous return on that investment.  We will provide you a calculation of your estimated annual savings, to show you exactly how wise a decision your tax planning fee is.
• ONGOING SUPPORT: When you choose a maintenance plan you will receive updates to your tax plan whenever the tax laws change.  Tax planning is not a one-time event; your plan should change every time the laws do.  You are not on your own after we deliver your plan. We are there for you as true advisors should be.
• TIMELY COMMUNICATION: We will provide personalized letters, announcements, and alerts regarding potential upcoming tax law changes and how you should plan ahead for them.
• TAX LAW MONITORING: Additionally, you will receive deadline alerts throughout the year letting you know about important upcoming tax dates and what you need to do for them.
• CONVENIENCE: Also with your maintenance plan you have telephone and email access to your tax planner any time of the year; this covers tax questions and financial decision-making advice. 

As a Certified Tax Coach, I am receiving specialized training in identifying proactive tax planning opportunities and applying them to your unique situation.  You can trust that we will work extra hard to find as many tax saving opportunities for you as possible.  We will identify every strategy that you legally qualify for.
With nothing to lose (except for the hard-earned tax dollars that you might already be overpaying the US Government), why not give us a call today? WHAT ARE YOU WAITING FOR? (910) 212-4881