I was able to lower my client bill from $895 a month to $130 a month. Want to see how you can do the same thing? Click the link and watch the video below https://youtu.be/CrzLVo1Cm1c?si=2K9SqFJbJIFpIS_M

Where are you focused this quarter? Add your option below

Planning client saved $31K with Augusta Rule, accountable plan, and HRA. That is $6,200 back in their pocket in a 20% bracket. The best part my team and I make $2k for this service and it takes us about 3 hours start to finish to implement, so that $333/hour!

I have a client who earns approximately $1M/year in wages. He was originally set up in NY but recently moved in Florida. During our consultation I told him he should move his business to the state of Florida as well and out of NY ASAP! This one thing will help him save on his wages ($40k this year) and in his business ($14k/year)! In 3 years it will save him almost $200k in taxes and we are just getting started. That is the power of CFO and tax planning for clients.

Thursday October 9th at 12pm est I will be going live to share about our new coach! Click the calendar to make sure you don’t miss it October 29th -Nov 19th: Jessie Williams, CPA Intro to CFO training will begin at 8pm est. Do you want to start offering CFO services but unsure where to start? It will be a 4 week training sign up through the classroom (see the full outline in the comments) Nov 11 and 18 and Dec 16th at 8pm est/7pm cst We will have Kearia White, CPA helping you hire your first onshore or offshore employee. Have you been wanting to hire but unsure where to start? Would having a $7/hour employee help your business then don’t miss this. You can sign up in the classroom. *ALL TRAININGS ARE FREE FOR TAX PLANNER LAUNCHPAD MEMBERS. Sign up for launchpad: https://www.shontathomas.com/get-paid-webinar-order-form *Non-members can sign up for a fee by clicking the link in classroom