Tax Savings Spokane, Deer Park, and Chewelah Washington.
Free 15-Minute
Tax Return Review:
Find More Ways to Keep What You’ve Earned
Ready to make your tax return work harder for you?
Get Your FREE Personalized Tax Savings Report!
How It Helps
Experienced Insight in Minutes: Save time and gain clarity by letting a professional help you find savings.
Immediate Savings Tips: Most people receive actionable ideas you can use right away.
Secure & Simple Process: Upload your tax documents securely, and get the ideas you need in a quick, focused call.
How It Works
Step 1: Schedule a Call – Select a time that works best for you.
Step 2: Upload Your Tax Return – Send a secure copy of your tax return before our meeting.
Step 3: Get Personalized Feedback – In our 15-minute call, I’ll walk you through potential tax savings you may have missed and discuss ways to keep more of what you earn.
How It Helped One Family
Reducing Stress and Tax Burden for a Small Business Owner
He was a highly successful small business owner facing a six-figure tax bill every year. She was a stay-at-home homeschooling mom who wanted a financial plan that would allow him to spend more time with family and lower his stress levels.
How We Helped:
- Correcting Financial Mistakes: During our initial review, we uncovered several significant errors made by his previous financial advisor that could have led to audits and tax penalties. We guided him through the process of correcting these mistakes, helping him work towards compliance and peace of mind.
- Diversifying Assets and Income: We are helping him build an additional asset and income stream using a diversified portfolio. This will reduce the risks he faces as a small business owner operating in a specific industry and region, giving him more stability.
- Utilizing Tax Credits for 401(k) Plans: We educated him on how to leverage tax credits for starting a 401(k), which created a significant tax benefit for his business while providing a valuable retirement benefit for his employees.
- Employee Financial Education: We conducted face-to-face meetings with him, his office staff, and all employees, focusing on 401(k) education and financial well-being. This helped improve financial literacy and engagement across his team.
- Creating a Business Transition and Estate Plan: We are currently assisting him in developing a comprehensive business transition plan and estate plan. He needs protection for his family and employees against a potentially devastating financial loss, help safeguarding his legacy, and a plan for a smooth transition in the event of unexpected circumstances.
Why Personalized Financial Planning Matters
By providing tailored advice and hands-on education, we helped this small business owner mitigate financial risks, optimize tax strategies, and build a plan that aligned with his family’s needs. He now has a clearer path to spending more time with his loved ones without compromising his business success.
Complicating Factors: High-income earner, business owner, multiple locations.
Reducing Stress and Tax Burden for a Small Business Owner
He was a highly successful small business owner facing a six-figure tax bill every year. She was a stay-at-home homeschooling mom who wanted a financial plan that would allow him to spend more time with family and lower his stress levels.
How We Helped:
1. Correcting Financial Mistakes:
During our initial review, we uncovered several significant errors made by his previous financial advisor that could have led to audits and tax penalties. We guided him through the process of correcting these mistakes, helping him work towards compliance and peace of mind.
2. Diversifying Assets and Income:
We are helping him build an additional asset and income stream using a diversified portfolio. This will reduce the risks he faces as a small business owner operating in a specific industry and region, giving him more stability.
3. Utilizing Tax Credits for 401(k) Plans:
We educated him on how to leverage tax credits for starting a 401(k), which created a significant tax benefit for his business while providing a valuable retirement benefit for his employees.
4. Employee Financial Education:
We conducted face-to-face meetings with him, his office staff, and all employees, focusing on 401(k) education and financial well-being. This helped improve financial literacy and engagement across his team.
5. Creating a Business Transition and Estate Plan:
We are currently assisting him in developing a comprehensive business transition plan and estate plan. He needs protection for his family and employees against a potentially devastating financial loss, help safeguarding his legacy, and a plan for a smooth transition in the event of unexpected circumstances.
Why Personalized Financial Planning Matters
By providing tailored advice and hands-on education, we helped this small business owner mitigate financial risks, optimize tax strategies, and build a plan that aligned with his family’s needs. He now has a clearer path to spending more time with his loved ones without compromising his business success.
Complicating Factors:
High-income earner, business owner, multiple locations.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Your privacy is important to us. Documents are stored securely and used solely for the purpose of your tax review. Past performance does not guarantee future results. Any examples provided are for illustrative purposes only and should not be considered a promise of future tax savings.
Frequently Asked Questions
No, we offer these complimentary tax reviews to help our community by keeping more dollars in your pocket and as part of our mission to help you live abundantly.
We’ll send you a confirmation email with a Zoom link to click on. If you don’t use Zoom regularly then we encourage you to click on that link when you get the email (it won’t hurt anything!) so that Zoom gets set up on your computer well ahead of time.
Then just login to the education event 5-10 minutes early and you’ll be set!
Probably not a friend for this call – we’re going to get pretty personal. But you can certainly encourage them to schedule their own call!
And a CPA? You’re certainly welcome to. That might end up costing you something though, so be aware of that, and we’re happy to send our free reports which we hope you’ll share with your CPA in your follow-up conversations.
Absolutely. We welcome everyone who wants to learn to be better with their finances.
Also, you’ll probably want to go ahead and schedule a Discovery Call (further down the page!) so you can ask YOUR questions and begin to get personalized help.
We’re here for you.
Nope. Saving money on taxes is giving yourself a pay raise.
That’s a fun conversation.
Nope. Which is a good thing.
CPAs are almost always buried in tax prep work because of the way the government has scheduled these things to work.
Plus, almost all CPAs are highly analytical folks who love spreadsheets. And while that’s great, our job is to take the spreadsheet data and turn it into real-life savings through engaging conversations.