Most accountants do a fine job recording your history but they are not proactively planning your taxes towards future objectives. As a certified tax coach, I help individuals, corporate entities, partnerships, with estate planning, real estate, and retirement planning.
Our clients make more money and pay less tax by taking advantage of government loopholes. But it takes more than just learning about the hundreds of loopholes available to start paying less today. You also need to put these ideas into action – and that’s where we come in. You need a team of professionals you can trust to give you the best advice and develop your proactive tax strategy.
This strategy is less about loopholes and more about categorizing “how” you make money, than how much money you make.
Certified Tax Coach (CTC)
The AICTC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education on the National Registry of CPE Sponsors. The American Institute of Certified Tax Coaches (AICTC) is an independent not-for-profit corporation. AICTC is a collaborative network of elite professionals who are using tax planning as a way to establish profitable, consultative practices.
The AICTC is the only organization providing hands-on training, proven systems, tools, support, and the Certified Tax Coach (CTC) designation. When graduates achieve the CTC credential, the designation conveys their unique expertise in tax planning.
What you can expect with your Proactive Tax Strategy:
- You start with a brief interview with a Certified Tax Coach. We want to hear about where you are now, and where you want to be. We’ll ask a few easy questions about your current situation and from that determine the best Proactive Tax Strategy program for you.
- You complete a brief Tax Questionnaire. You’ll outline your financial, business and investment goals and about where your money currently goes. We’ll need copies of your past returns and a little information on each business entity (S Corporation, LLC, Limited Partnership, etc) that you currently have set up. It’s all in the Questionnaire and we’re here to help you if you have more questions. The more information you give us, the better job we’ll do.
- We analyze your information and develop a comprehensive Proactive Tax Strategy. This stage typically takes two weeks so there’s plenty of time to research the best possible options for you. This is the stage where the cool things happen! In fact, our average client saves over $15,000 with their Tax Strategy!
Ongoing Support
After you’ve successfully completed your Proactive Tax Strategy, you’ll have the option to begin monthly or quarterly consulting with your Certified Tax Coach team. As your business and investments grow, your personal coach will be right there with you – making sure your plan and asset protection plan grow with you.
Call now to schedule an appointment 972-396-0449 or fill out the Contact Us Form to set up an appointment to solve your tax problems today.
