When was the last time your tax professional came to you and said “Here’s an idea that can save you money?” Typical tax professionals focus on putting the right numbers in the right boxes on the right forms. They do a great job recording history – usually the history you give them!
If you want to keep every dollar the law allows, you can’t afford to wait until April 15. You need a plan that takes advantage of every legal deduction, credit, loophole, and strategy available
Who Needs Tax Planning?
Former President Jimmy Carter called the Internal Revenue Code “a disgrace to the human race.” But not everyone shares the same opportunities for tax planning. If your income comes solely from a job, and your deductions are simple, you may not need the expertise of a Certified Tax Coach. However, if you fall into one of these three groups, you can’t afford not to benefit from their insight and analysis:
- You own your own business: Owning your own business – even a startup or sideline business – is the best tax shelter left in America. Are you taking advantage of every chance to pay less?
- You own real estate: Real estate is a great tax shelter and a foundation of countless family fortunes. Tax laws favor real estate to make housing more affordable. Does your tax pro understand how to make those laws work for you? Or are you missing little-known but legal opportunities to pay less?
- You manage investments: Today’s volatile market proves you can’t control whether your investments go up or down. But you can control how you pay tax on those investments. You can also choose investments that reward you with tax-advantaged or even tax-free income. Do your advisors know how to structure the most tax-efficient portfolio for you?
Why Find a Certified Tax Coach?
Typical tax professionals focus on putting the right numbers in the right boxes on the right forms. They do a great job recording history – usually the history you give them! Certified Tax Coaches focus on proactive tax strategies to save you money all year long. They don’t just record history – they help you write it by finding all the possible legal ways you can qualify for any tax reducing strategy, and helping you make the changes you need to capitalize on them!
Certified Tax Coaches are tax professionals with advanced training in proactive tax planning. They specialize in working with affluent business owners, professionals, and investors like you. A Certified Tax Coach can give you the plan you need to stop wasting money on taxes you don’t have to pay.
Certified Tax Coaches have completed special training, along with ongoing continuing education requirements. They also must adhere to the American Institute of Certified Tax Planners’ Code of Ethics.
Visit our Directory page to find a tax planner near you. Then call or visit their website to learn just how much you can save from a customized tax plan.