IF YOU THINK YOU PAY
TOO MUCH IN TAX...
YOU PROBABLY DO!
Taxes don't have to be a mystery when
you understand the difference between tax
filing & tax planning. You can actually use
the tax code to CUT thousands and even
millions off your tax bill!
Are you taking advantage
of every chance to pay less?
Real Estate Investors
Are you missing little-known but legal opportunities to pay less?
Do your advisors know how to structure the most tax-efficient portfolio for you?
MEET YOUR TAX DETECTIVE
I solve tax problems! As a Certified Tax Coach, I help small-business owners pay less tax and have more money available to reinvest in their businesses, find money to save for retirement, or just have more money to do the things they want to do
I work with building contractors, farmers, winemakers, caterers, small manufacturers, and craftsman in New York's Hudson Valley, and show them how to take advantage of tax incentives that most tax professionals miss or don't understand how to apply.
Unlike many tax professionals, I take the time to learn about my clients' businesses and see firsthand how they earn their income. I enjoy touring their facilities and learning their work processes. I review their prior-year returns and put together a comprehensive tax plan with multiple strategies to reduce their income taxes and mitigate the risk of audit. I also help my clients choose the best strategies to implement, so they see an immediate return on their tax-planning investment.
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