I was able to lower my client bill from $895 a month to $130 a month. Want to see how you can do the same thing? Click the link and watch the video below https://youtu.be/CrzLVo1Cm1c?si=2K9SqFJbJIFpIS_M

Planning client saved $31K with Augusta Rule, accountable plan, and HRA. That is $6,200 back in their pocket in a 20% bracket. The best part my team and I make $2k for this service and it takes us about 3 hours start to finish to implement, so that $333/hour!

I have a client who earns approximately $1M/year in wages. He was originally set up in NY but recently moved in Florida. During our consultation I told him he should move his business to the state of Florida as well and out of NY ASAP! This one thing will help him save on his wages ($40k this year) and in his business ($14k/year)! In 3 years it will save him almost $200k in taxes and we are just getting started. That is the power of CFO and tax planning for clients.

One of the services that I offer is tax resolution. Recently, a client owed $102K. We settled for $21K. That is $81,000 that stays in their pocket, not the IRS. I just brought on an apprentice to help me with this case. I am looking for other students enrolled in our Tax Planner Launchpad program who would like to learn how to do this or tax planning cases. Stay tuned for a link to share about how to sign up.

Client came to me for a resolution and in short it will cost about $38k when it’s all said and done. Let’s get to work. If anyone is looking to shadow me and woke on some cases with me, let me know. I’d be happy to have you.