Tax Planning

Financial Advice is Tax Advice;

Financial Planning is Tax Planning.

Financial Planners disclose that they aren’t providing tax advice,

yet almost all financial advice is based upon tax law.

Are you working with a Financial Planner who’s also tax designated?

What’s the Difference Between Tax Preparation and Tax Planning?

Tax Planning is proactive whereas tax preparation is reactive.

Many tax strategies must be designed and implemented in advance,

otherwise you don’t get to reap the benefits of a reduced tax bill.

What is a (CTC) Certified Tax Coach?

We are tax professionals with advanced training in proactive tax planning,

who specialize in finding deductions, credits, loopholes, and strategies,

to help their clients pay less tax.

What’s an Enrolled Agent (EA)?

Enrolled Agents are considered America’s Tax Experts.

We’re federally licensed directly by the IRS.

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