What is a Certified Tax Coach?
David Tuck of Anvil Tax,
Inc is a Certified Tax Coach™. He is a part of a larger team of many
Certified Tax Coach™’s who work together to bring the most effective and
up to date tax planning strategies to their clients. A Certified Tax Coach™ is a
proactive tax planner who has been trained in strategies that help
clients legally minimize the taxes they pay. To find out more about
Certified Tax Coach™’s, go to http://www.certifiedtaxcoach.com.
What is a Tax Strategy?
A tax strategy is a
detailed tax plan showing you how to reduce your tax bill by legal,
moral and ethical means. After completing a brief questionnaire, I will
review the questionnaire and your most recent tax return/s to look for
missed opportunities and potential tax savings. I then prepare a
personalized tax plan that addresses your unique tax situation in order
to reduce your tax bill.
Who Needs Tax Planning?
When
a tax law changes we know about it. We believe in year-round tax
planning to help minimize your current and future taxes. If you fall into one of these
three groups, you can't afford not to benefit from a Certified Tax
Coach™'s expertise insight and analysis:
- You
own your own business: Owning your own business – even a
startup or sideline business – is the best tax shelter left in America.
Are you taking advantage of every chance to pay less?
- You
own real estate: Real estate is a great tax shelter
and a foundation of countless family fortunes. Tax laws favor real
estate to make housing more affordable. Does your tax pro understand how
to make those laws work for you? Or are you missing little-known but
legal opportunities to pay less?
- You manage investments: Today's
volatile market proves you can't control whether your investments go up
or down. But you can control how you pay tax on those
investments. You can also choose investments that reward you with
tax-advantaged or even tax-free income. Do your advisors know how to
structure the most tax-efficient portfolio for you?
My Tax Coaching Program
Includes:
- INITIAL TAX ANALYSIS: To assess your current tax
situation, I will review your most recent tax documents and let you know
if you (or your current accountant) are making expensive tax mistakes,
or missing out on valuable tax-saving opportunities.
- DATA
COLLECTION CHECKLIST: Next,
you will complete a quick survey
to collect the key information required to
prepare your customized tax plan.
- RECOVERY
OF LOST TAXES: I will then review your prior tax returns (up to 3
years) to identify any errors or missed opportunities
that would allow you to recoup past overpayments.
- THE TAX PLAN:
You will receive a detailed, plain-English, custom-written report
(usually 60-80 pages) outlining how the tax code works, including every
tax strategy that you can and should implement immediately or in the
near future. This report will
be loaded with extremely valuable information and resources.
- IMPLEMENTATION: I understand how long "to-do"
lists can be daunting, so I will also provide you with a timeline of
which strategies can be implemented and when, giving you a real plan of
action over a 6-12 month period.
- THE TOOLS:
I will provide implementation guides, detailing how
to fully implement your new tax
plan, including every form you will need to do it. No excuses!
I make this super-easy for you!
For more complex strategies that require more
of my time, I will provide you
with very reasonable estimates for those efforts.
- RETURN ON YOUR INVESTMENT: My fees are not an expense, they
are an investment. As such, you
should expect a generous return on that investment. I will provide you a calculation of
your estimated annual savings, to show you exactly how wise a decision
your tax planning fee is.
- ONGOING SUPPORT: When you choose a maintenance
plan you will receive updates to your tax plan whenever the tax laws
change. Tax planning is not a
one-time event; your plan should change every time the laws do. You are not on your own after I deliver your plan. I am there for you as a true advisor
should be.
- TIMELY COMMUNICATION: I will provide personalized
letters, announcements, and alerts regarding potential upcoming tax law
changes and how you should plan ahead for them.
- TAX LAW MONITORING: Additionally, you will receive
deadline alerts throughout the year letting you know about important upcoming tax dates
and what you need to do for them.
- CONVENIENCE:
Also with your maintenance plan you have telephone and email access to
your tax planner any time of the year; this covers tax questions and
financial decision-making advice.
As
a Certified Tax Coach, I have received specialized training in
identifying proactive tax planning opportunities and applying them to
your unique situation. You can trust I will work extra hard
to find as many tax saving opportunities for you as possible. I will identify every strategy that
you legally qualify for.
With
nothing to lose (except for the hard-earned tax dollars that you might
already be overpaying the US Government), why not give me a call today?
