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2024 Ultimate Tax Planning: Don't Pay More Tax Than You Legally Have To  

Don't let the taxman take more than he's due. Legally reduce your tax liabilities, maximize deductions, and increase your bottom line. With our strategies, you can have peace of mind that you are not overpaying tax, and that you are making the best decisions for your business.

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What is tax planning?

Tax planning is the process of looking at a person's life, business and regulatory requirements to legally reduce taxes before year end. We begin our tax planning process with a tax assessment in order to provide you with an estimate of your potential tax savings. We then prepare a detailed tax plan for you which details every tax strategy and how much each one will save you.

Let's do this!

Here's what we'll cover:

What tax planning is

Understand what tax planning is, why you should do it, and how it helps the richest people pay the lowest tax.

What taxtics work for you?

With detailed insight into tax law and planning, you can decide if you want a detailed tax plan showing the best ways to save money.

Legally reduce your tax 

With our strategies, you can have peace of mind that you are not paying a dollar more than you legally have to. 

What's Included In My Tax Assessment?

  • Review of prior year tax return to determine tax savings opportunities.
  • A review of updated 2023 information to determine if any changes create additional opportunities
  • A high level overview of possible deductions, retirement planning and applicable tax loopholes.
  • An estimate of tax savings.

Schedule your tax assessment.

Submit your 2022 tax return and updates.

Submit your 2022 tax return and updates.

Attend tax assessment meeting. 

You decide the level of tax planning you want.

We prepare your detailed tax plan.

We prepare, deliver and implement your tax plan.

Meet your host

Hi, I'm Gena

As a Tax Attorney, I know that everyone must accurately report their income and expenses to calculate their tax liability. I also know that there are several tax deductions that are designed to legally reduce your tax bill and provide relief to taxpayers who fulfill certain requirements.

As a wife and mother of six, I know that  I have to leverage every tool, tactic, and strategy to create a business that supports my lifestyle. That includes not paying more tax than legally required. 

In this workshop, I will show you several tools, tactics, and strategies to help you pay less tax. 

Whats included in my tax plan?

  • A detailed analysis of your 2022 income tax return.
  • A detailed analysis of your 2023 financial performance.
  • A detailed analysis of tax deductions to reduce your tax bill.
  • Business entity selection analysis to maximize business deductions.
  • A detailed, step-by-step tax plan with each tax strategy, the amount you will save and the law that supports it.
  • An actual dollar amount you will save in 2023.
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