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Tax Strategy Blueprint
Annual Tax Savings
Membership
Don't navigate the complex tax landscape alone. My expert tax advisory consulting services are designed to help you optimize your tax strategy, minimize your liabilities, and achieve financial peace of mind.
- Personalized Tax Planning I'll develop a tailored tax plan that aligns with your financial goals and maximizes your deductions and credits.
- Proactive Tax Strategies I'll stay ahead of tax law changes and proactively identify opportunities to reduce your tax burden.
- Expert Guidance I'll provide clear explanations and answer your questions, empowering you to make informed financial decisions.
Tax Advisor VS. CPA VS. Tax Preparer
Tax Strategist
Offers industry specific strategies year around tailored to optimize your tax position and future financial planning.
Expertise:
Specializes in tax law, strategies for tax minimization, and long-term financial planning.
Engagement:
Ongoing and proactive; works to anticipate changes in laws and financial circumstances to better serve the client's unique needs.
CPA
A CPA'S expertise includes accounting, auditing, and financial reporting alongside tax preparation.
Expertise:
Licensed by state boards; proficient in regulatory compliance and detailed financial analyses.
Engagement:
May work with clients year-round but not exclusively focused on tax planning or strategy. Focused mostly on financial reporting.
Tax Preparer
Focuses mainly on the mechanics of filing tax returns as well as bookkeeping and compliance.
Expertise:
Often limited to completing forms based on information provided by the client.
Engagement:
Typically seasonal; interactions occur during the tax filing period. Focused mostly on organizing your books and compliance.
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Bookkeeping
Consulting Membership
Discover Year-Round Success Beyond Tax Season. Bookkeeping consultation services are designed to help you take control of your financial records and gain valuable insights. Learn the deductions you deserve!
- Personalized Assessment A comprehensive of review your current bookkeeping practices to identify areas for improvement and tailor solutions to your specific needs.
- Streamlined Setup Whether you're starting from scratch or need help getting organized, I'll create a system that simplifies your bookkeeping process.
- Expert Guidance 'll provide clear explanations and practical advice to help you understand your financial data and make informed decisions.
- Software Recommendations I'll help you choose the right accounting software for your business and get you set up for success.

Tax Strategy Consult with a Tax Attorney
Tax Attorney Designed: For Business Owners and Investors and those making less than $250k/yr income and less than $1M in assets and less than 4 entities or rentals. Get the peace of mind you deserve!
- Personalized Tax Planning Strategy 1 Meetings with Attorney (up to 1 hour each)..
- Tax Strategy Session with Tax Attorney Attorney will build your Trifecta diagram (business, assets, estate, tax) and Tax & Legal Implementation Plan.
- Tax Return Reviewed by Tax Attorney Review most recent tax return(s) as part of building a Trifecta Diagram
- Compliance & Filing Strategy I'll provide clear explanations and answer your questions, empowering you to make informed financial decisions.

Expense Categorization Consulting Membership
Unlock Hidden Tax Savings: Don't leave money on the table! Become a master of expense categorization to maximize your tax deductions and boost your bottom line. and Implementation Plan.
- The Secret Decoder Ring of Expense Categories Learn the IRS-approved categories that can unlock deductions you never knew existed.
- The "Ordinary & Necessary" Test Discover how to determine which expenses qualify for deductions and which ones fall flat.
- The Sneaky Business Expenses Hiding in Plain Sight Uncover everyday costs that can be transformed into valuable tax deductions.
- The Power of Documentation Learn how to keep impeccable records that will withstand even the most rigorous IRS scrutiny, Recordkeeping is a team sport.