How impact-minded entrepreneurs are unlocking existing resources to grow their businesses and increase their influence now.
Can we save you 5k, 10k, or more on Your Taxes?
Book your free Discovery Session with a CPA to find out.
Tax Strategies for World-Changers
Hey, impact-minded entrepreneurs, we’re making a really slick, professional video that explains all about who we are and what we do, in a compelling way…
This is not that video.
If you can hang with me for just a few minutes though, this video might have just enough info for you to discover how a boring thing like tax strategy can actually play an exciting role in your future.
IF YOU ARE LOOKING TO:
HAVE MORE MONEY TO INVEST IN GROWING YOUR BUSINESS
START A NEW PASSION PROJECT
CONTRIBUTE MORE TO THE CHARITIES AND CAUSES YOU CARE MOST ABOUT
OR TAKE A BREAK AND GET AWAY BY YOURSELF, OR WITH YOUR FAMILY, TO RECHARGE
WE MIGHT BE ABLE TO HELP YOU.
We work with impact-minded entrepreneurs, helping them identify and implement the tax strategies that will accelerate their impact and make this world a better place to live.
Here’s what Jill said after she began working with us:
Just like Jill, we will make sure you are aware of the options that are available to you with your business and help you steward your resources to reach your goals faster and easier.
If you could invest a dollar in the stock market and maybe get 10 cents of earnings on that dollar in a year
(if the market doesn’t crash)... OR
You could invest that same dollar in tax planning that would make you $2, or $4, or more in that same year,
Which would you choose?
So here's how this works:
We are an advisory-focused tax practice.
We take a continuous strategic approach to your tax situation to find changes you can make in order to redirect money from taxes towards achieving your most important goals.
We help you understand which strategies make sense based on your unique situation, and put together an action-plan for you to implement. The tax return is an important part of the feedback loop in this ongoing process. It’s where you get to see the fruits of your tax-planning labor, but it’s not where the magic actually happens.
(AND MOST PEOPLE DON’T UNDERSTAND THIS!)
How you structure your business and arrange your tax affairs can unlock new options to help you reach your financial goals.
CAN YOU WORK WITH US?
Maybe. We’re definitely not trying to work with everyone. But if you’re an entrepreneur, and your vision for your business is greater than just putting money in your own pocket, and you’re actively trying to solve real problems in the world, then we want to hear from you.
Are you ready to unlock strategies that will:
It may seem like we’re some sort of magicians with money & taxes, or possibly number transponsters, (if that’s even a real thing), but we’re actually analytical tax accountants and strategists who want to help you change the world (in a good way).
“I want to make a lasting impact with the work I’m doing.
My goal is to lay the groundwork that allows us to help you identify and implement the ideas that really move the needle in a significant way for you and your business.
When we work with small businesses we can see the impact of our work on our community.”
– Joshua Jordan, CPA