Filing a tax return is not the way to
What you need is a tax strategy customized to your business and personal goals. You probably never heard anything like this from your Accountant.
It allows you to save 5 figures a year in just 6 hours
If this seems crazy to you, then you’re exactly who should be reading this.
Because let’s be honest, you’ve known that something just doesn’t feel right every time you cut that extra large check to Uncle Sam
Chika was able to get Ariana $28,142 in tax savings
“I can’t tell you how much I appreciated this in depth and personalized experience”
Chika was thorough and patient, answering even the questions I asked over and over with a smile on her face. She met me where I was and guided me where I wanted to go. It is an investment of time and money for sure! AND, I feel confident it is one that will continue to benefit me for years to come. As a relatively new business owner having a foundational tax plan I didn’t have to “DIY” really offers me peace of mind. And let me tell you, peace of mind is priceless.
To be blunt, Tax Strategy Plan VIP Day literally saved my clients’ lives.
Confidence to take control of their business finances which empowered their life, their business, their legacy, my life and the opportunity for success for service providers. A tax transformation empowers clarity, action, and results. Not to mention thousands in taxes saved each year.
“I’ve been able to save $15,000 for retirement each year.”
I hired Chika last Fall for a Tax Strategy Plan VIP Day and I’ve already seen the payoff. I’ve been able to save $15,000 for retirement each year. To think…ME…putting money away from MY future??!! The tax strategy plan Chika put together is truly a rinse and repeat system that I can put into play annually and save 5 figures in taxes year after year. Mind blown. I didn’t even know I had all that money to put away for my future. Now I’m dreaming of the luxurious life I will get to live in the next 25 years when I am happily retired.
What’s included in your
Tax Strategy Plan VIP Day?
- In order to customize a tax strategy for you, I need to know your goals
- Tell me about your 12 month business goals
- You share with me your 3 year life vision (personal & business included)
- You may feel judged during this phase, but I promise you it’s worth it
- Analyze data from your past (up to) 3 years of tax returns
- Review and break down the numbers of the last (up to) 3 years financial statements
- Assess your current financial situation based on the historical data
- Now that I know your goals and your past, it’s time to plot your journey
- Here I illustrate your tax transformation over the course of a 12 month period; from how things are now, to how things can be a year from now with just a few tweaks
- You’ll discover that you actually have more control over your tax situation than you once believed. Time to get to werk!
- We can’t create a tax strategy plan without phases 1, 2 and 3. Now that we’ve done the work, let’s make it werk.
- We’ll create a calendar of important tax dates so you never miss a tax payment or filing deadline. Your Accountant no longer have to track you down at the final hour
- Receive your customized tax strategy plan that clearly lays out what you need to do, recommended action timeline, and how much taxes you will save by implementing each strategy. Mic drop.
- And no you don’t have to do it all yourself. Choose to work with your Accountant to manage and execute the implementation process. Or use the vetted List-o-Professionals that you’ll receive. You may choose to work with any one on the list to help you implement various parts of your tax strategy plan.
Wait, that was alot!
Can you sum it up and tell me exactly what I get please
Ching ching, bring on the tax savings!
Your Life Before VIP Day!
- Your calendar is packed but your tax bill is wack.
- You forget to make quarterly tax payments and never know how much you owe.
- You skip tax payments because they were larger than you had budgeted for.
- You wait until the last minute to get your tax stuff done.
- You Google “How to save more money on taxes” and find misleading search results.
Your Life After VIP Day!
- You know exactly what actions to take each quarter to maximize your tax savings.
- You’ll be saving thousands and can finally make that big investment you’ve been working towards (hello vacation, home down payment, or whatever goals you have in mind!)
- You have more financial freedom and confidence knowing your taxes are taken care of.
I am soooo freakin excited to see if you’re a good fit to save you thousands in taxes with a tax strategy plan VIP day. Please take less than 10 minutes to complete the form below so I can learn more about you! Give as much explanation and details as possible. This is your chance to make an impression and let me know if you’re the right person to undergo a complete tax transformation.
You’re A Good Fit If…
- You’re a full time service provider.
- Your business is a sole proprietorship, independent contractor, or LLC
- Your business generates $8k – $15k in monthly revenue or nets $50,000 or more in profits annually
- You feel good about the tax return preparation and bookkeeping side of the business but desire a step-by-step strategic action plan that will result in 5 – 6 figure annual tax savings
- You’re ready to create a tax strategy plan that will give you action steps to implement with your team.
You might not be quite ready for a VIP Day if…
- You are still in idea mode and haven’t quite started the business
- Monthly revenue has not reached $6k – $8k on a consistent basis
- The business operates outside of the USA
- The business is a non-profit (we work with for-profit businesses)
- You sell products and must adhere to inventory and sales tax law
- You are looking for done-for you tax & accounting services (check out our DFY Services here)
Ready to dive in?
Booking your VIP Day is simple
Fill Out Your VIP Day Application
Do a Quick Callwith Me
We’ll create your Customized Tax Strategy Plan
“I see it as an investment in my business”
Wow it’s been 3 months since working with Chika and I’m so glad I did. The results are still rolling in: Based on my tax plan that Chika customized with my business and personal goals, I hired my first employee: my 16 year old daughter! At first I was concerned she would be too distracted by her phone to really put in the 15 hours per week to do data entry and admin. But she has surprised me: she comes into the office EARLY and takes the initiative in executing her tasks. I’ve been such a proud mom seeing her dedication and focus shine through. She loves taking on the new responsibilities. I’m using her salary to help fund her college tuition (Stanford ain’t cheap!). Annnd I get to write off these costs as business deductions. I see it as an investment in my business, my kid’s future and our family legacy. I’m more motivated to put in my all when it comes to my business. All because of a tax strategy plan – who knew?!
Apply Today for your Tax Strategy Plan VIP Day
Still have questions?
I’ve got answers!
How long is the VIP Day?
6 hours. Of that, I only require your presence via Zoom during the kick-off of our day: which is roughly 45 minutes. This is when we kick things off and I ask you a few clarifying questions based on the Prework you would have completed. Once everything is clear, we sign off the Zoom. That’s when I work my geeky tax magic behind the scenes. Voila! You’ll receive your tax strategy plan at the end of the day.
What do you need from me before the VIP Day?
I designed this VIP Day with your peace of mind being my top priority (as well as max tax savings!). To take the stress and nervousness away, I designed a Prework Questionnaire for you to complete a week prior to your VIP Day. You have substantial time to answer the questions and provide your tax returns and financial statements or spreadsheets. With your detailed answers in hand, I’m then able to strategically and efficiently customize a tax plan that will result in 5 figure tax savings.
How early can I book my VIP Day date?
After your application is accepted (wooo!!), you’ll receive my calendar promptly after the invoice and contract are completed. These VIP Days truly are exclusive with limited availability as I take only 2 each month.
I have a Tax Preparer (or Accountant). Can I pay for a VIP Day but they show up in my place?
You’re in luck! Although the VIP Day is 6 hours, I only need your time for the first 45 minutes of that time. I promise. Go ahead and put your Assistant or Accountant to work when it comes to sending me the necessary documents. They can also join us on the call. When the 6 hours is up and I’m done customizing your tax strategy plan, I can share the folder with you and up to 1 other email address of your choice. That way your team has what they need to get you on your way to 5 figure tax savings.
What do we cover during the VIP Day?
I use a 4-C Framework that takes a holistic approach to creating a tax strategy plan for you. First you CHOOSE your goals. Then I CRITIQUE your prior 3 years of tax returns and financial statements. Once I’ve assessed your situation, I can then CONFIRM your tax transformation journey. And when it’s all said and done, you’ll have your CUSTOMIZED tax strategy plan all laid out and ready for you to implement to trigger all the tax savings.
Do you offer other services besides VIP Day?
Yes! VIP Day is not for everyone. If you are looking for more inclusive, DFY year-round CPA services check out my DFY Bundled Services Offer.
What is the investment for a VIP Day?
The investment is $6,000. The return on investment I’ve seen with clients has been between 5X – 24X the cost of a VIP Day. So is it worth it? Respectfully, hell yes.. When you apply for a VIP Day, if I don’t foresee a substantial ROI, I won’t waste your time or money. So you can apply knowing that I will only approve your application if the return on investment screams HELL YES..
I’m not sure if I should choose your VIP Day or your DFY service, help!
Our DFY tax & accounting services are the creme de la creme of what we offer. This is where we work with our clients every month. That means our eyeballs are reviewing and analyzing their financials and providing feedback and recommendations each month. We have seen our clients cut their Federal and State tax liability by multi SIX figures. How? Because they are good at what they do: bringing in the revenue. Because of the high touch point we have with our clients month to month, we can apply tax strategies that will allow them to truly maximize their tax savings. Our DFY services is a 4 figure per month investment. Our DFY clients are generally grossing at least $250k annual revenue.
I created the Tax Strategy Plan VIP Day for business owners who have been in business a few years and are grossing $100k in annual revenue, and have seen their bottom line slashed by almost 50% after paying taxes to the government. They are on top of filing their tax returns and keeping their books updated. But are in need of a tax plan that will allow them to keep more money instead of handing much of it to the IRS.
Are there payment plans available?
Yes you have two options:
Pay in full to secure your VIP Day
2-pay option available: 50% of the invoice is due up front. And the remaining balance due within 30 days.