SOUND LIKE YOU?
– You love what you’re doing for the most part. You make good money, but you feel stuck paying a ton of taxes. How could you do this same work without the hefty tax bill and office politics?
– You are not sure what entity to set-up, or whether you should elect as an S-Corp, then there’s another step to find someone to do it.
– You have a CPA. Sure, they put all your numbers in boxes, but you need proactive planning and an overall strategy to minimize taxes. Not just for your business, but for your personal taxes too. It’d be nice if they just called you back.
– You have too many options, you need trade-offs of investing in the markets, real estate, and your business. A strategy that addresses all of them.