@Dorothy Smith and I just spoke with an amazing client who was brought to tears after we outlined a game plan to resolve a long standing issue she’s had with the IRS. She can see the light at the end of the tunnel. This is why we do what we do! ❤️

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

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.

One of the services that I offer is tax resolution. Recently, a client owed $102K. We settled for $21K. That is $81,000 that stays in their pocket, not the IRS. I just brought on an apprentice to help me with this case. I am looking for other students enrolled in our Tax Planner Launchpad program who would like to learn how to do this or tax planning cases. Stay tuned for a link to share about how to sign up.