09/03/2026
If you’re on track to have another $250K, $500K, $750K+ year, I do NOT want our first conversation about your taxes to happen when it’s time to file the return. At that income level, we need to be looking ahead.
🩷What are you projected to make by December 31st?
💚What is your projected tax liability?
🩵What have you already paid?
🧡Are there legitimate tax strategies available to you that haven't been implemented?
🩷Are there business decisions you're considering that could affect your tax position?
💚And most importantly…What can we still do BEFORE the year closes?
Tax preparation tells us what already happened. Tax strategy gives us an opportunity to make decisions while there is still time to make them.
You worked hard to make the money. Let’s make sure we’re being just as intentional about the taxes attached to it. 🔥