.jpg)
FAQs
What makes your tax firm different than others?
We focus on working with our clients throughout the year to identify tax strategies and help implement them, creating significant tax savings.
We also offer guidance in moving the tax savings to self-directed retirement options to help you build the passive side of your financial foundation, preparing you for retirement.
What is the focus in your tax firm?
We offer peace of mind, knowing that we have reviewed your holdings for the best asset protection, protected identity exposure, if needed, and help you, as the owner, develop organizational habits that ease your mind and create accurate and up-to-date records.
Our review ensures you are ready for any reporting requirements or investment opportunities that require financial statements.
What services does your tax firm provide?
We offer comprehensive tax services, including individual and business tax preparation, tax planning, bookkeeping, and business advisory services. Additionally, we coordinate with tax attorneys for any legal or asset protection issues.
​
Our services also include:
• Strategic tax planning and implementation
• Advanced payroll strategies for S-Corp officer compensation
• Review of asset protection structures
• Collaboration with tax attorneys to ensure proper entity maintenance and asset safeguarding
• Debt analysis and strategic recommendations
• Business purchase and sale evaluation
• Introduction to vetted alternative asset opportunities and expert resources
​
We’re here to simplify the complex and support your long-term financial success.
What should I do if I receive a letter from the IRS?
If you receive a letter from the IRS, contact us immediately. We can review the notice and provide guidance on how to respond.
Can you help with tax issues from previous years?
Yes, we can assist with tax issues of earlier years, including filing back taxes, amending returns, and resolving any outstanding tax issues.
We also have an excellent resolution expert referral who can assist in cleaning up your tax issues.
Do you know how to prepare for retirement?
Absolutely, this is an area of expertise for us.
We thoroughly explain all the options and help you determine the best fit for you. We also orchestrate setting up plans with Traditional IRAs, ROTH IRAs and business retirement options. We can work with your Wall Street financial advisor or assist in setting up self-directed accounts including setting up legal entities for additional protection. We even work with Oil & Gas investment strategies as well as Insurance options. This is a fascinating field that we make understandable and informative.
Do you want to know some of my tax analysis stategies to think about?
My top favorites for tax savings:
-
Hiring children under 18
-
S-Corp strategy
-
Using accountable plans
-
Using the board meeting
-
Using retirement planning to build passive investing
-
Planting your financial garden with lateral investing
-
Advanced tax strategies using S Corp officer payroll
​Are you part of the Mark J. Kohler Certified Tax Advisors?
Yes, Terri has completed her certification program and spends 2–3 hours each week on Zoom calls with Mark J. Kohler, getting more profound training and working on case studies. We are tax strategists and business advisors, and we are continually learning and growing to add value to our client relationships.
​
Terri was also invited as a panelist on a VIP breakfast meeting at the Mark J. Kohler’s 2023 Tax & Legal event in Phoenix.
​
She co-taught with Mark on ROTH IRAs at the Crypto Tax Summit, and also taught advanced tax strategies using payroll in one of Kohler’s Continuing Education classes.