He had been working with his accountant for 6 years. That’s over $134k in over-payments.
The reality is most CPAs only do tax preparation not tax planning, there is a HUGE difference!
I am offering free tax planning assessments to all group members.
Where we will look at:
- Deductions review & Strategy planning
- Legal Entity Optimization
- Retirement Option & Plan to Hit Extra 1M by Retirement
- Insurance Review & Assets Protection
- TCJA (Trump Tax) Review
Message me direct or book your slot on my website.