How do Strategic Tax Coaching clients get results that no other CPA firm will get?
In addition to the required annual continuing Education that most CPAs receive, Tax Goddess offices focus on intensive ProActive Tax Strategy training. The Tax Goddess team really digs into your specific needs, desires, goals, and strategies that can work for you to efficiently provide the highest tax savings results for you and your family.
How does the process work? What am I really signing up for here?
Creating a customized Strategic Tax Coaching Program takes some time and some effort, but it worth every minute!
Once you submit your returns, our Strategic Tax coaching team will begin to analyze your files and information and dig even deep and ensure that you are getting the best tax reductions possible for your situation.
Our team will come back to you in your 15 minute call to discuss your Missed Tax Opportunities & your fee for the creation of your customized Strategic Tax Coaching Program.
Once you approve of moving forward (sign your engagement letter and pay your fee for the service) our team diligently works over the next 4 to 6 weeks to prepare your customized Strategic Tax Coaching plan. You should expect to receive additional questions, emails, and correspondence that will help our team really dig in and find even MORE tax reductions for you!
What do I get out of this plan?
Your Strategic Tax Coaching Program includes a full tax strategy report complete with footnotes and references to all the IRS authoritative guidance which allow you to use the plan to pay less tax, a written bullet-point list of action items needed to implement your plan, and embedded videos from our Strategic Tax Coaches guiding you through the points & major strategies you will want to implement.
Once your plan is delivered to you we like to give you a little bit of time to read through the documentation ( 300+ pages takes a little bit of time :). We offer three (3) follow-up 30 min. Skype or telephone calls to go over the plan with you in detail, review your current strategy, review suggested changes and come up with the list of action items that you will want to implement right away. You’ll be astounded at what you can accomplish during this first phone call! We highly recommend that anyone involved in the implementation of the plan is in attendance at those meetings.
Many clients want to schedule the second and third calls about two weeks - four weeks after the first phone call. That allows time to start on the action steps and so that the second session becomes an opportunity to ask “What else?” for more ways of building net worth and cash flow without creating additional tax.
Why do I have to complete this questionnaire you are talking about?
We produce the best results for our clients when we first understand where our clients are and where they want to be. We do that by having all new clients fill out this questionnaire. It's a simplified guide that helps us work with you completely and straightforwardly. Each part of the questionnaire is critical.
We know that it takes a good amount of time to fill out the questionnaire in as much detail as we are requesting, however, we promise that it is worth every minute of your time for the thousands of dollars that it will save you :)
What happens after my strategy is delivered? How do I work with the team to make sure I am getting the best results I can?
After you’ve completed the entire tax strategy process, you will then move into one of our tax maintenance plans to ensure you never overpay a dime of tax again!
Our current offerings include:
- Becoming a Tax & Bookkeeping clients of the Tax Goddess
- Most clients choose this because they are upset that their previous CPA or tax preparer allowed them to overpay so many thousands of dollars in taxes each year
- Our Accountability Coaching Program
- You are assigned an accountability to to help guide you, assist you as possible, and hold you accountable to yourself to implement your plan
- Our Annual Review Program
- You made a significant investment in your tax plan many clients want to ensure that their tax plan is updated every year for current law changes. With our annual review program you can ensure that your plan is always up-to-date and meets all current regulations.
What if I don’t have a team in place to help me?
Many times in the implementation of your strategy you will need professionals and other advisers to assist you. These could include financial planners, insurance professionals, real estate professionals, bankers, business coaches, business sales advisers, etc. Please let us know what you might need. We will assist you in forming your financial team of advisors.