The Tax Reduction Report™ Goes Beyond Just Numbers

If you’re like most Americans, taxes are your single biggest expense, so you need a Certified Tax Coach™.

Proactive tax planning can cut your tax bill and create big opportunities for your future. Can you imagine what you would do with an extra $14,000 per year? Money you have been wasting on the federal government? That’s the average amount we’re able to save our clients through our proactive tax planning and The Tax Reduction Report™.

Our clients make more money and pay less tax by taking advantage of government laws and IRS rules. But, it takes more than just learning about the hundreds of laws and IRS rules available to start paying less tax today. You also need to put these ideas into action — and that’s where we can help.

Key Steps to Paying Less Tax

1.      Tax laws aren’t fair. They’re written to favor people who make money a certain way –- through businesses and investments, primarily real estate investments.

2.      The best way to pay less tax is to do what the government wants you to do. Why try to fight the IRS when it’s so easy to just follow the rules, make more money, and pay less tax and still sleep at night? That is the difference between the legal avoidance versus the illegal evasion.

3.      It’s NOT how much you make that determines how much tax you’ll pay –- it’s how you make it. Earned income (ie: wages and salaries) is the highest taxed income there is.

4.      The Tax Reduction Report only works if a Certified Tax Coach™ develops a custom plan for YOUR own circumstances. Donald Trump’s strategy won’t help the local plumber, but some of the laws he is taking advantage of the local plumber CAN use, but doesn’t.

5.      Tax laws are constantly changing. To pay the least amount of tax legally possible, have frequent enough meetings with your Certified Tax Coach™ and make sure you are keeping current on the most efficient use of the tax law changes.

6.      The Tax Reduction Report only works if you ACT! The faster you and your team put the dozens of ideas you’ll receive into action, the sooner you’ll put money in your pocket.

Here’s what you can expect with proactive tax planning from a Certified Tax Coach™:

• Step One: 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 program for you.
• Step Two: You complete a brief Client Survey. You’ll outline your financial, business and investment goals and about where your money currently goes. We’ll need copies of your past tax return and a little information on each business entity (S Corporation, LLC, Limited Partnership, etc) that you have. It’s all in the Client Survey and we’re here to help you if you have more questions. The more information you give us, the better job we’ll do. The Client Survey is easier than you think!
• Step Three: We analyze your information and develop The Tax Reduction Report™. 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 $14,000 with their personalized proactive tax plan.
• Step Four: Together, we schedule a meeting or phone call to review The Tax Reduction Report™ and to get your feedback. Typically, this call lasts about an hour.
• Step Five: The Tax Reduction Report™ includes the actual sections of the tax code that we will be using. It is important that your plan helps you fly “under the radar”, and nothing does that better than following the rules the IRS has given us.
• Step Six: Follow-up phone call to cover the details of the first call again or to go through new questions you’ve uncovered. If there are no objections to the ideas we have outlined we will help you implement your plan.

The benefits you’ll get from your personalized strategy outlined in The Tax Reduction Report™:

• You’ll take control of when and how much you pay in taxes
• You’ll create a roadmap to building wealth and reducing taxes by using the tax advantages the wealthy use, which is one of the ways the wealthy got wealthy
• You’ll set up your business in the best way to slash taxes and protect your assets
• You’ll legally lower your tax bills in ethical ways so you can sleep at night and not worry about the risks of an audit!
• You’ll enjoy peace of mind knowing you have an expert team of advisors supporting you so you can concentrate on doing what you do best!

Ongoing Support

After you’ve successfully completed the proactive tax planning process, you’ll have the option to begin monthly or quarterly tax consulting. As your business and investments grow, we will be right there with you – making sure your tax plan and asset protection plan grow with you.