Certified Tax Coaches are tax professionals with advanced training in proactive and creative tax planning, who specialize in finding deductions, credits, loopholes, and strategies to help their clients pay less tax. There are fewer than 500 skilled professionals in 48 states who have achieved this specialized designation. Tax coaches adhere to the American Institute of Certified Tax Planners Code of Ethics.

 

What you can expect with your Proactive Tax Strategy:

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• You start with a brief interview with our Certified Tax Coach, Stacey Sickinger. We want to hear about where you are now, and where you want to be. We’ll ask a few easy questions about your current situation and from that determine the best Proactive Tax Strategy program for you.

• You complete a brief Tax Questionnaire. You’ll outline your financial, business and investment goals and about where your money currently goes. We’ll need copies of your past tax return and a little information on each business entity (S Corporation, LLC, Limited Partnership, etc) that you currently have set up. It’s all in the Tax Questionnaire and we’re here to help you if you have more questions. The more information you give us, the better job we’ll do.

• We analyze your information and develop a comprehensive Proactive Tax Strategy. This stage typically takes two weeks so there’s plenty of time to research the best possible options for you. This is the stage where the cool things happen!

• Together, we schedule a phone call or in-person meeting to review the details of your plan and to get your feedback. Typically, this call lasts about an hour. We go over the strategy that was developed for your unique tax situation.

• You get a write-up of your customized strategy along with informative tax loopholes information based on needs identified during your phone call with us.

• We conduct a follow-up phone call about two weeks after the initial phone call or meeting to cover the details of the first call again or to go through new questions you’ve uncovered.

• Our relationship continues we will continue to have tax planning analysis as your situation evolves and is needed.  We like to create long term relationships with our clients to achieve the best tax planning and strategy results over the years.

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Benefits you’ll get from your personalized strategy:

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• You’ll to take control of when and how much you pay in taxes

• You’ll create a roadmap to building wealth and achieving your dreams through the tax advantages the wealthy use

• You’ll set up your business in the best way to slash taxes and protect your assets

• You’ll legally lower your tax bills in ethical ways so you can sleep at night and not worry about the risks of an audit!

• You’ll enjoy peace of mind knowing you have an expert team of advisors supporting you so you can concentrate on doing what you do best!

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