tax and planning
Time for Taxes Money Financial Accounting Taxation Concept

Every prospective client who walks through our doors is overpaying taxes—yes, every single one.

The financial impact is substantial.

Whether it is due to a lack of long-term strategy or simply missing out on tax-saving opportunities, most people don’t even realize it.

And for business professionals and owners, this isn’t just about saving a few bucks—it’s about the potential for substantial savings that could create millions over your lifetime.

Either You Do, or You Don’t

Let’s get straight to the point:

  • Are you operating without a tax minimization strategy?
  • Do you do tax planning on an ongoing basis, or is it an afterthought when you are filing your return in the Spring?

Let’s change that, and together, we can create your proactive approach to tax planning; that’s just the start of creating lifetime savings.

SEPTEMBER 1, 2024

Your business is booming.

You are busy, and taxes? Well, you have a CPA for that.

But does your CPA make your money?

Do you have a proactive tax reduction strategy?

When did this CPA last show you how to reduce your tax bill by $10,000++ or even more in savings?

Never?  Don’t remember?

If your CPA isn’t actively helping you minimize your tax liability, it might be time for a change.

Let’s Think Differently:

What if tax planning isn’t just a line item on your to-do list but a strategic tool for building and preserving wealth

  • Is flying first class to a client meeting and a conference deductible?
  • Is my luxury car a deductible business expense?
  • Can I deduct the bill for the team celebration at happy hour as a business expense?
  • Renovate your home office from top to bottom, including the latest Expresso coffee machine. Is it a deduction?

Yes, yes, yes, and yes.

Here’s Your Plan:

  1. Schedule a tax assessment with Tannery Company. We will send you a link to our secure client portal.
  2. You upload your last three years’ tax returns and your current business financials to our secure client portal.
  3. We review your last three years of business and individual income tax returns. We prepare a current-year analysis of your financials.
  4. We develop a customized tax strategy that ensures you’re not overpaying Uncle Sam.
  5. A meeting is scheduled.  Please bring your business partners (ALL OF THEM)
  6. Spend 60 minutes one-on-one with us, reviewing our findings and the proactive plan to minimize your taxes this year and in the future.

It’s Time to Act:

Don’t be one of those clients walking around like a ZOMBIE with a “numbers-in-a-box CPA.”

Schedule your tax assessment today and let Tannery Company find those savings.

After all, paying less tax isn’t complicated—and it’s not illegal.

We’re here to guide you through the process and ensure you’re on the right side of the law. P.S. We have 11 slots open for new clients who want to start working with us before October 15. Schedule your tax assessment if you want to be one of our new

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