Get your free

"Let's Talk Tax Savings" presentation!

Sign up for a free presentation to understand what tax planning is and how it works.

 

 

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Get your free tax planning presentation

This presentation is perfect for you, if you want to know more about tax planning before deciding if tax planning is for you or if you want to find out if there's a way to stop paying high taxes for you, your family, or your business. 

 

Tax Planning is fun! Join in!

 
Tax planning is a great way to plan for any life changes that may affect your taxes next year. Most of all, tax planning is fun! Tax planning essentially is saving money by making tax law work for you. It makes tax planning a financial strategy that everyone can use. More and more people are implementing tax planning it into their lives every year and saving big.

Are you ready to save on taxes?

 
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Whether you're getting married, buying a new home, or have any other major changes in your life, tax planning can help ensure that you're taking advantage of all the deductions and credits available to you in a comprehensive tax plan that you can implement to save on next year's taxes and beyond.

We especially enjoy helping new business owners and entrepreneurs who mine, purchase, lend, or sell cryptocurrency as a business or personally. Whether you're a business owner, crypto investor or not, there are so many tax saving strategies available to you!

In this presentation, you will find out how tax planning helps you save on taxes. You will find out how we follow the rules to make this happen for you.

 

How Can I Sign Up for the Presentation?

After you select the time and date that you want your presentation, you will be taken to our questionnaire to complete a few items that will help us get to know you and your expectations about tax planning.

 
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More about our questionnaire

 

1. Provide as much detail as possible about your tax situation to the best of your knowledge

 
For example, we need to know:
Your filing status
Your number of dependents
Your investments that you own
Your estimated earnings
 
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2. Tell us what your expectations about what tax planning can do for you

 
For example, if you want to:
Know the tax affects of adoption
Know the tax affects of buying or selling a home
Know the tax affects of filing status changes (e.g. Single to HOH or MFJ to MFS)
Know the tax affects of changes in income
Know the tax affects of divorce
Know the tax affects of having children
Know the tax affects of investments
Know the tax affects of marriage
Know the tax affects of retirement


Let us know what life changes you are planning for and we will adjust your presentation accordingly!

 

Interested in a personalized tax savings presentation?

Learn what tax planning can do for you! Schedule a time below when you would like to receive your "Let's Talk Tax Savings" personalized presentation and complete the questionnaire on the next page.

 

Free "Let's Talk Tax Savings" Presentation

Select a date and time you would like to receive your free personalized presentation

What’s included

You will receive tax savings strategies you can use now and we will discuss the three key insights below!

The first customer benefit

Understanding the Basics of Tax Planning

The first thing you can expect is to learn the basics of tax planning. 

Right away, you will understand why the primary goal of tax planning is to increase your wealth while minimizing, deferring, or eliminating your taxes. You will learn how tax planning works to fit all the facets of your life into a tax strategy that works for you.

The second customer benefit

Clarifying The Costs of Tax Planning

The second thing you can expect is to gain clarity about future costs associated with tax planning, like the cost of implementing the tax strategies, as well as the cost of quarterly tax review. 

You will learn about these associated costs, understand how they are determined, and why they ensure the tax savings we propose are realized.

The third customer benefit

Getting Results from Tax Planning

The third thing you can expect is finding out how we can make tax savings and increasing your wealth a reality for you.

We will discuss whether our annual Gold service package will meet your needs or if you want to purchase tax planning as a one-time service with our affordable $199 simple tax plan for all filers, small business owners, and wage earners, single or with dependents. Learn more.

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"Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes"

 

---Billings Learned Hand (1872 - 1961), American Jurist, Lawyer, and Judicial Philosopher, US Federal Trial Judge, Southern District of New York, Appellate Judge of US Court of Appeals ---

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