“There is nothing wrong with a strategy to avoid the payment of taxes. The Internal Revenue Code doesn’t prevent that.” William H. Rehnquist
Are you satisfied with the taxes you pay?
Are you confident you’re taking advantage of every available break?
Is your current tax advisor or accountant giving you proactive advice to save on taxes?
I’ve got bad news and I’ve got good news. The bad news is, you do pay too much tax. You’re probably not taking advantage of every tax break you can. And most tax advisors and accountants do a poor job of actually saving their clients money.
The good news is, you don’t have to feel that way. You just need a better plan. We know all about most of the biggest mistakes that business owners and individuals make. Most importantly, we know how to solve them.
My name is Ernie Neve, CPA. I am a TAX COACH with over 15 years of experience helping my clients KEEP MORE OF WHAT THEY EARN, and my approach is simple and direct. I have a hand picked staff at my ready to help you now and for years to come!
The BIGGEST mistake most taxpayers make: Failing to Plan. I don’t care how good you and your tax preparer are with a stack of receipts on April 15. If you didn’t know you could write off your kid’s braces as a business expense, there’s nothing you or your tax preparer can do!
Tax planning is financial defense and guarantees results. Our Tax coaching is about giving you a plan for minimizing your taxes. What should you do? When should you do it? How should you do it?
And our tax coaching offers two more powerful advantages: First, it’s the key to your financial defense, that is, spending less. For most of us, taxes are our biggest expense. So it makes sense to focus our financial defense where we spend the most. Sure, you can save 15% on car insurance by switching to GEICO, but how much will that really save in the long run? Second, tax coaching guarantees results. You can spend all sorts of time, effort, and money promoting your business. But that can’t guarantee results. Or, you can set up a medical expense reimbursement plan, deduct your kid’s braces, and guarantee savings.
Here’s all you need to know. Ultimately, there are two kinds of dollars in this world: pre-tax dollars, and after-tax dollars. Pre-tax dollars are great. And after-tax dollars aren’t bad. But they’re not as good as pre-tax dollars.
You lose . . . every time you spend after-tax dollars . . . That could have been pre-tax dollars.
Some individuals or business owners just like you are afraid of tax planning. They think it means “aggressive” strategies, “gray areas,” or “red flags.” In fact, proactive tax planning isn’t “aggressive” at all. It just means taking advantage of everylegal strategy for minimizing your tax.”
Yyou all heard the saying “if you fail to plan, you plan to fail”? It’s a cliché because it’s true. Fortunately, our tax planning service avoids the problem.
We offer true tax planning. We start with a 60-minute consultation/meeting/analysis where we find the mistakes and missed opportunities that could be costing you thousands in taxes you just don’t have to pay. Then we prepare a written tax plan that addresses you family, home, and job, your business, and your investments. We don’t try to impress you with stacks of intimidating spreadsheets. We tell you what to do, how to do it, and when to do it – all in plain English. We’ll even review your last 2 years’ tax returns to see if we can find savings you overlooked.
If you’re like most taxpayers, you waste thousands of dollars every year in taxes you don’t need to pay. And if you’re like most, you grumble about it on April 15 . . . then wait until next year to get smacked again!
The key to beating the IRS is planning. Has your accountant or tax preparer answered all of these questions?
Are you making the single most expensive tax mistake of all?
Do you know how to slash your audit risk?
Do you have the right structure for your business?
Do you have the right retirement savings strategy?
Are you making the most of meals, entertainment, and gifts?
Are you making the “mileage allowance” mistakes that cost thousands!?
Can you write off your family medical bills as a business expense?
Can you deduct funds for your kids’ private school and college tuition?
If not, we need to talk! Call me at 610-278-8400 for your “1040 Analysis.” We’ll find the mistakes and missed opportunities that can cost you thousands in tax, then show you how proactive planning can rescue those wasted dollars!