Proactive tax planning is NOT tax preparation or accounting!

A tax preparer or accountant is someone who prepares taxes by plugging numbers into the proper blanks after the fact – simply recording history. It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t done proactive tax planning right, as in BEFORE December 31, it is most likely too late.

A proactive tax planner or Certified Tax Coach™ is someone who meets with you in advance to develop a strategy to reduce or eliminate unnecessary taxes. Someone that gives you more than just a history lesson, i.e. “you should have done this differently”. He takes a holistic view of your tax situation and asks lots of questions. He makes sure
you are taking advantage of all the legitimate deductions, credits, and strategies the tax code offers.

A tax preparer or Certified Public Accountant is someone whose service model is based upon after-the-fact preparation or accounting assistance. Too often, that means outdated information, nasty surprises on April 15, and no feeling of control.

A proactive tax planner or Certified Tax Coach™ is someone who gives valuable ongoing coaching and proactive solutions. He allows you to have and enjoy the total confidence of knowing you pay the least amount of tax possible so that the money stays with you and helps achieve your dreams.

A tax preparer or CPA usually offers the same old solutions, year after year. That means paying too much tax!

A proactive tax planner or Certified Tax Coach™ gives you customized strategies. You profit from personalized solutions for your situation that reduce your tax.

A tax preparer or Certified Public Accountant offers an important but often incomplete annual compliance service designed to fit most of the circumstances of the masses.

A proactive tax planner or Certified Tax Coach™ gives you flexible planning, researched and supported by the internal revenue code and upheld by the tax courts. You enjoy complete certainty that you’re making the right decisions for your business.

A tax preparer or CPA offers you a “see you next year” service, with limited contacts except at tax time. With additional fees for every phone call or email answered.

A Certified Tax Coach™ offers you ongoing support. That means year-round contact, support, direction, and accountability as part of the proactive tax plan engagement.

A tax preparer or Certified Public Accountant charges you fees based upon how much time is spent regardless of the outcome of the return.

A proactive tax planner and Certified Tax Coach™ is compensated based upon the value received of the services rendered. If they don’t save you money, they don’t expect to get paid. That’s called ROI, return on investment.