DOES THIS SOUND LIKE YOU?
… you’re overpaying the IRS by tens of thousands of dollars a year – that’s money that you could be using to set yourself and your family up for financial freedom for generations to come.
You’ve heard that the answer to building wealth is in the Tax Code – but even after stockpiling all of the tips from Twitter, Instagram, & TikTok, listening to a ton of wealth-building podcasts, and reading countless books, you’re still not sure how to actually minimize your tax burden so that you can save money and start utilizing your cash more effectively to build your legacy.
With each check you write to the IRS, you feel like you’ll never really have the chance to live life on your terms and reach your ultimate goals of financial freedom.
YOU’RE TIRED OF WORKING HARD JUST TO GIVE UNCLE SAM MOST OF YOUR MONEY
After years of watching the uber-wealthy get away with paying little to no tax on billions of dollars of profits, you know you deserve to have access to the same tax strategies that they do.
Building wealth is absolutely possible when you learn how to take advantage of the opportunities that are legally available to you within the tax code. These are the same exact strategies that multi-billion dollar companies use to pay very little to no tax on billion-dollar profits.
Imagine how much more free you’d feel once you can:
- Make more money and write smaller checks to the IRS.
- Travel more without sacrificing your financial goals.
- Spend less time working and more time with your family or on your hobbies.
- Use legitimate tax strategies to fund your wealth-building goals. Investment properties, anyone?
- Know for sure that the tax saving strategies you’re implementing are court tested & IRS approved.
HOW WE’RE DIFFERENT
Personalized Strategic Tax Plans Built Exactly To Your Business Needs
After over a decade helping entrepreneurs minimize their tax liability, I’ve noticed there are 4 common mistakes most content creators are making that’s holding them back.
Do these sound familiar?
- Making unnecessary purchases at the end of the year to reduce their income to avoid a big tax burden.
- Meeting with your tax professional only once a year.
- Randomly spending money for a “write off’” because you don’t have a tailor made strategy.
- Thinking you have to sacrifice your personal goals (ex. spending time with family) to build wealth.
PROACTIVE TAX SOLUTION
A personalized plan to help you stop overpaying the IRS and finally start building wealth.
Business Entity Selection
INCOME SHIFTING STRATEGIES
Due Date Monitoring
STEP ONE: ASSESS
In our initial call, you’ll tell me all about what you do and what your BIG business and personal goals are. This will help me understand how you ultimately want to be able to use your money, what you want to accomplish, and how I can best help you in your journey.
STEP TWO: RESEARCH
I’ll take my findings from our initial call and work behind the scenes to create a comprehensive and personalized-just-for-you tax plan with strategies that are tailored to you and that will best help you reach both your business and personal goals.
STEP THREE: STRATEGIZE
In our follow up strategy call, I’ll share with you the strategies that I handpicked just for you that will best help you meet your business and personal goals.
STEP FOUR: IMPLEMENT*
Now that you have your plan, it’s time to go to work! We’ll work to put your plan in action as soon as possible to get you the most tax savings.
STEP FIVE: MAINTAIN*
Once your plan is in place, we’ll meet quarterly to review progress, discuss any new opportunities that may be available to you, & make sure you’re still on track to reach the BIG goals we discussed at the beginning of your journey. Quarterly estimated tax payment calculations, and federal and state tax return prep are included.
*Initial fee covers the tax plan. Tax plan implementation and maintenance are available at an additional cost.
Meet Our Founder
Certified Public Accountant, Certified Tax Coach, Enrolled Agent
I’m an income tax strategist that helps influencers and content creators keep more of their hard-earned money in their own pockets and out of Uncle Sam’s hands, so they can reach their ultimate business and personal financial goals.
You’ve already hopped on strategy calls and joined masterminds where you’ve learned how to 10X your revenue, attract high paying partnerships, and grow your brand to have consistent four-to-five figure months.
I’m not the person that’s going to show you how to make money – I’m the person that’s going to show you how to keep it.
WHO IS TAX PLANNING FOR?
YOU’RE A GOOD FIT IF…
- You have a six-figure business and you want a real strategy to lowering your tax burden
- You’d rather spend your money on building wealth, giving back to your community, and creating experiences with your family than on taxes
- You’re ready and able to make the investment necessary to help reach your ultimate goals.
THIS IS NOT FOR YOU IF…
- You’re just starting out in your business and have not made consistent profits
- You don’t mind overpaying the IRS by tens of thousands of dollars every year and you don’t care about building wealth, giving back to your community, or creating experiences with your family.
- You’re not interested in investing in your future or your goals.
NOW THAT YOU’VE SEEN HOW I CAN HELP
Take the next step
Because we’ll be working so closely together, I’m currently only accepting five women who are ready to use the Tax Code to meet their goals.
Apply Now so you can stop overpaying the IRS and start building the life you want your children’s grandchildren to have.