Tax Planning

If you feel like you pay WAY TOO MUCH IN TAXES, you are not alone!  

In fact, the Government Accountability Office (GAO) thinks you pay too much too! They estimate that taxpayers overpay their taxes by about $945 million each year due to mistakes they and their tax preparers make on their tax returns!

Imagine what could happen if you could plan how much you pay in taxes and when you pay.  We will help you legally earn more money, keep more of what you earn, and PAY LESS TAX!

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.  We are committed to making sure you don’t overpay your taxes!

What is a “tax coach”? You’ve probably never heard this term before. More than likely you are familiar with a “life coach” or a “business coach”. These people are experts who can help you improve your mindset, help you to recognize your potential, and push you to get past various challenges that are keeping you from personal and business success.

A tax coach is similar to other types of coaches. Your tax strategist/coach will come along side you, look at your business and financial information, and then determine where you may be wasting money by over paying your taxes. Taxes are your biggest expense and it makes sense to focus your financial defense where you spend the most.

You’re almost certainly not taking advantage of every tax break you can. Our tax code is thousands of pages long, with tens of thousands of pages of regulations. There are thousands more pages of IRS guidance, along with volumes of court cases interpreting all those laws, regulations, and guidance. The sad reality is, there’s probably no one alive taking advantage of every tax break they’re entitled to, simply because there are so many of them out there.

And most tax advisers aren’t very proactive when it comes to saving their clients’ money. They put the “right” numbers in the “right” boxes on the “right forms,” and get them filed by the “right” deadlines. But then they call it a day. They do a fine job recording the history you give them. But wouldn’t you prefer someone to help you write history?

The good news is, you don’t have to feel that way. You just need a better plan. Owning your own business is the biggest tax shelter left in America. Now you just need to take advantage of what you already have!

testimonial for tax savings

 

Ask Yourself THESE Questions!

Does your current tax professional regularly bring you ideas for saving tax?

Do you understand why your service business is organized the way it is (e.g., proprietorship, partnership, SCorp, etc.)? And do you know if that entity is the type that will save you the MOST money?

Do you understand your service business’s benefit plans and how they work together to maximize results? 

Are you aware how each of your investments are taxed and how it contributes to your overall portfolio tax burden?

Are you aware of ALL the tax write offs you are able to claim?

Are you leaving money on the table?

If you aren’t sure on ANY of those questions that’s okay! That’s why I’m here – to educate you and find ways to save on taxes. 

Email diane@taxcoach4you.com to book your FREE tax savings audit. 

“Diane Gardner helped position my company so that I will be saving about $45,000 in income taxes over the next three years! I didn’t know how much tax I was overpaying until I had a tax plan prepared. Diane was wonderful in the way she laid out the various tax strategies and her firm has been great throughout the implementation process. I will definitely recommend other Pro-Anglers and business owners to take the time to meet with Diane and her team. I’m confident she can save them money too!” Brandon Palaniuk, BMP Fishing, Hayden, ID

For more quick tax tips, feel free to review these videos.

 

Individual Tax Highlights