Come in close.
You can’t tell anyone.
This is just going to be between us.
The first secret most people don’t realize.
Secret #1: You don’t have to be a multimillionaire to benefit from tax planning.
In fact, I’ve seen people who have less than $10,000 in REVENUE for their business benefit from tax planning.
All you need is a major life event. And BAM! There may be a need for tax planning.
Now that doesn’t mean I can guarantee you’ll save tens of thousands.
But it’s worth a checkup, click here to set up a time.
Secret #2: Just because you have an accountant (even if they’re a CPA), you’re probably not covered.
Most small business owners don’t realize, most accountants just prepare returns.
They don’t PLAN.
Think if it like a general doctor. Yes, they’re an MD.
But can they do a spinal surgery? No.
You need a specialist.
Someone that specializes in tax reduction. Not tax preparation.
Secret #3: You can’t save money from previous years. Not in every case.
But in select circumstances…
We can actually retrieve tax money you’ve already sent the government. That’s right.
You sign up to work with me, and you could get a check back in a few days for 3-7x more!
While that’s 3 Secrets, there are so many more.
Do you want us to help you with the tax planning process?
I go over this in detail in the video below: