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  • Writer's picturePatra Francis, EA

3 Secrets of Tax Planning 👀

Come in close.

You can’t tell anyone.

This is just going to be between us.

The first secret most people don’t realize.

𝗦𝗲𝗰𝗿𝗲𝘁 #𝟭: You don’t have to be a multimillionaire to benefit from tax planning.

In fact, I’ve seen people who have less than $10,000 in REVENUE for their business benefit from tax planning.

All you need is a major life event. And BAM! There may be a need for tax planning.

Now that doesn’t mean I can guarantee you’ll save tens of thousands.

But it’s worth a checkup, click here to set up a time.

𝗦𝗲𝗰𝗿𝗲𝘁 #𝟮: Just because you have an account (even if they’re a CPA), you’re probably not covered.

Most small business owners don’t realize, most accountants just prepare returns.

They don’t PLAN.

Think if it like a general doctor.

Yes, they’re an MD.

But can they do a spinal surgery?


You need a specialist.

Someone that specializes in tax reduction. Not tax preparation.

𝗦𝗲𝗰𝗿𝗲𝘁 #𝟯: You can’t save money from previous years.

Not in every case

But in select circumstances…

We can actually retrieve tax money you’ve already sent the government.

That’s right.

You sign up to work with me, and you could get a check back in a few days for 3-7x more!

While that’s 3 Secrets, there are so many more.

So if you’re ready to pay the least amount legally possible.

let’s set up a time to talk.


#secret #taxplanningtips #TaxPlanning

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