Advisory Services Menu
CPAs just do tax returns, right? Wrong!
If you’re only buying tax prep every year, you could be missing out on:
Making sure that your business is structured in a tax-efficient way
Reducing (significantly) the massive cost of medical insurance and expenses
Getting a hefty “discount” on higher education expenses for your kids
Understanding how the taxes will work on your rental property investments
Knowing how much of the money your business makes is “yours” to keep and spend
Avoiding massive tax spikes from one-time capital gain transactions
Increasing your “audit armor” and not being a soft target for the IRS
The Advisory Services on this menu are the “standard” services that we currently offer to clients.
We customize the advice for each client’s goals and situation, but because the basic principles of these core services apply to a large number of clients, we’re very efficient at scoping out and delivering the coaching and advice for these services.
If you’re interested in learning more about any of the standard advisory service that we offer, send an email to [email protected] or call us at 541-639-3598 and we’d be happy to help you pick the right services to help you make measurable progress toward your goals.
What if you need some advice for a situation that’s not on the menu?
Reach out and let us know. We may be able to put together a customized solution just for your situation (kind of like the “secret menu” at that popular burger chain).
We’re on a mission to help entrepreneurs save at least 10k per year on their taxes, and these advisory services, delivered at the right time, have helped some of our clients get there in less than six months.
How much impact could they make for you?