Tax Coaching

If you are a high net worth taxpayer or a business owner and you feel you may be paying too much in taxes, you could benefit from our tax coaching program.  One of our experienced advisors will coach you on how to:

·         Substantially cut your taxes

·         Increase your net worth

·         Grow your business

Enrollment in our program is limited to only a select number of clients.

Tax coaching services are offered through our affiliate company, Tax Savers, Inc., a tax preparation firm established in by Jim Cantwell in 1997.  Jim has over 25 years of experience in the field of tax preparation and specializes in assisting high net worth taxpayers and small businesses to save money on taxes and stay compliant with current tax law.  The company has an experienced team of professionals that will partner with you to establish, implement and monitor your customized tax plan.  Our approach is proactive and is geared to help you substantially reduce your business and personal tax liabilities.

How Does Tax Coaching Work?

Our proactive tax planning coaching program, customized for each individual, involves two monthly coaching phone calls. During each one-hour call, we will address various tax issues you are facing, discuss ways to approach them and review the status of implementation steps determined on previous calls.

How Do I Get Started?

The first thing we ask of you is to complete the Tax Data Collection package. Then we will determine a mutually convenient time for the bi-monthly calls. We expect that you will have questions and we want you to ask them. We will also ask you many questions to learn all the details of your situation.  Twice a month consultation will keeps your tax planning on track, gives you time to discuss questions as they arise and allows us to identify action items necessary for you to reach your goals.

Topics for discussion may include:

·     Why the choice of business entity – S Corp, C Corp, or LLC – so important

·     What business entity is best for you 

·     Making the most of your home office deductions

·     Maximize tax savings by qualifying as a real estate professional

·     The magic of depreciation and how it reduces your tax liability

·     Getting children involved in the financial planning process

·     How to cut your annual tax by $8,750 by using a little know tax credit

·     Year-round tax strategies and estimated tax made easy

·     What retirement plan is right for you and how to fund it

·     Potential for significant savings in payroll taxes, if you qualify

·     Maximizing deductions for travel, meals, and entertainment

To get started, call our office at (301) 408-4104 to request a tax coaching organizer and information packet.  Upon receipt of your information we will set up a time to review your completed organizer and discuss the tax coaching program with you.

Confidentiality

Tax Savers, Inc. follows professional standards of confidentiality and we are committed to the safe-keeping of your personal information.  We maintain physical, electronic and other safeguards for your protection. We will not disclose any information about you to third parties without your consent. This applies even if you are no longer our client.

Our Promise
We are committed 100% client satisfaction.  We offer a 90 day, unconditional, money-back guarantee – for whatever reason, no questions asked. 100% money back guarantee! Simply return the materials received from us and we will refund your money received to date.

Click here to learn about our Seminars.