I want to take the fear out of taxes and make tax laws work for you! Let the fear of paying taxes get you moving toward the life you want.
Most people limit their financial expertise to how they earn their income in their business or job. Then close their eyes and hold their breath as they passively turn over documents to the tax practitioner. They brace themselves for the bad news, while hoping the tax magician can transform earned income into a refund.
That’s how I was—before I learned the value of really understanding taxes as a part of financial literacy.
It’s your life. Doesn’t it make more sense to take charge of the tax part of your business and personal life?
Open your eyes and breathe. Instead of dreading taxes, use the reality of tax deadlines to spur yourself into designing a personalized, realistic strategy to build the life you want. I believe that you make the best business and life decisions when you know the actual numbers and the real facts. There are many tax laws and financial tools that can be used in your favor—if you use them in an ongoing plan.
It’s a collaborative process. We help you understand your situation and your options. You make decisions about what you want and do not want in your life. We make recommendations. You choose the ones you want to implement.
We work with clients who are ready to be proactive, collaborative, realistic, and responsible.
Our office (both physical and virtual) is a shame-free environment. No one should feel embarrassed or self-conscious about past mistakes or not understand how tax laws work. Each of us has been there too.
It’s been my experience that when we
- shift from fear, anger, avoidance and open to responsibility, creativity, and action
- have the right guidance, the relevant knowledge and clear objectives
- collaborate in designing a good plan and implement the right steps
then we can create a blueprint that guides us to building the life we want. It makes the difference between arriving at our desired destination and enjoying the journey or putting up with anything that comes our way.
I believe this is true in all parts of our life, including finances.
This doesn’t mean that you and I won’t owe taxes or that we won’t have challenges or need to make difficult decisions. That’s just life!