Tell me if this sounds like your experience…
Business taxes stress you out, so you hire an accountant. You’ve spent the money on someone who will help you with your taxes. You should feel secure and taken care of… right??
Wrong. Your accountant takes forever to respond to you. Emails take months to get a response. You leave voicemails that are never heard. And texts that are left on read. You start to feel intimidated, annoyed, confused, and frustrated. Why even hire this person if they just add stress to your tax situation??
I feel you. I was recently on a call with a potential client who had hired an accountant to help her with her taxes. She was under the impression that this accountant would ensure her taxes were done thoroughly and correctly.
The accountant filed her taxes, but it turned out to be the bare minimum effort. This potential client did some of her own research and found out she was actually eligible for a Backdoor Roth IRA. This is something the accountant should have known! The client began to doubt that her taxes were done correctly.
This client in particular had a naturally curious personality. But most folks ain’t got time to be researching tax stuff. Especially when they just spent good money on someone to take the burden off their hands!.
Here are some common mistakes small business owners make when it comes to their taxes…
- They blindly listen to whatever tax advice comes from their business coach or google search
- They are unclear how different tax rules and options fit into their business
- They are confused about the results and what they should be tracking
- They shop around for price not value
The one thing I’ve heard from clients about their past accountant experiences is that they lack COMMUNICATION. These clients often felt abandoned after their annual taxes were done. They felt like they were just a transaction which didn’t sit right with them. If this is how your accountant makes you feel, something’s got to change!
The solution is simple… It’s time you level up to a TAX STRATEGY PLAN.
What even is a tax strategy plan?
A tax strategy is a plan of action for reducing taxes, regardless of your business or investment situation. It ethically and morally ensures you pay the least amount of tax allowed by law.
Sounds pretty great huh? Most business owners don’t even know tax strategy plans are a thing!
Tax strategy planning is my jam. I’m passionate about empowering business owners to be educated and aware of their taxes. You need to know what to do and when to do it in order to maximize your tax savings. With a tax strategy plan in hand there’s no more wondering if you are leaving money on the table. No more taking tax advice from non-accountants. It’s time to know and understand your taxes in a manner that uplifts and empowers you to take action.
How do I know if a tax strategy plan is right for me?
A tax strategy is right for you if…
- You’re a service based entrepreneur based in the US
- You’re sick of feeling squeezed for money to pay your taxes even though your revenue grows each year
- You’re tired of getting the runaround from your accountant whenever you ask about tax savings
- You’re ready to take a proactive approach to your taxes
Say goodbye to feeling overwhelmed and unsupported!
Ready to take the first step? All you need to do to get started is to apply. I’d love to get to know more about you and your business. Tell me all the things and let’s see if a tax strategy plan is right for you!