When is the last time your accountant, CPA or tax guy came to you and said "here's an idea that will save you money and reduce your taxes".
Most accountants do a fine job recording your history but they are not proactively planning your taxes towards future objectives. As a Tax Return Coach, I help individuals, corporate entities, partnerships, and individuals with tax planning, estate planning, real estate, and retirement planning.
Our clients make more money and pay less tax by taking advantage of government loopholes. But it takes more than just learning about the hundreds of loopholes available to start paying less today. You also need to put these ideas into action – and that’s where we come in. You need a team of professionals you can trust to give you the best advice and develop your proactive tax strategy.
This strategy is less about loopholes and more about categorizing “how” you make money, than how much money you make. Our average client saves $5,000 - $15,000 per year with their Tax Strategy!
We start with a brief interview. We want to hear about where you are now, and where you want to be. We’ll ask questions about your current situation and from that determine the best Proactive Tax Strategy program for you.
We will assist you in completing a brief Tax Questionnaire. You’ll outline your financial, business and investment goals and about where your money currently goes. We’ll need copies of your past returns and information on each business entity (S Corporation, LLC, Limited Partnership, etc) that you currently have set up. The more information you give us, the better job we’ll do.
We analyze your information and develop a comprehensive Proactive Tax Strategy. This stage typically takes two weeks so there’s plenty of time to research the best possible options for you. This is the stage where the cool things happen! In fact, our average client saves between $5,000 - $15,000 with their Tax Strategy!
After you’ve successfully completed your Proactive Tax Strategy, you’ll have the option to begin monthly or quarterly consulting with your Tax Coach team. As your business and investments grow, as your personal tax coach, I will be right there with you – making sure your plan grows with you.
Call now it takes time...........
Let's Talk! For a deeper conversation on our services, or to become a client, call Kenneth Hoffman at (954) 591-8290 Monday - Friday for a no cost consultation, or drop me a note.
Kenneth Hoffman of K.R. Hoffman & Co., LLC is a highly sought after tax and business counselor. As a trusted senior adviser and counselor working closely with Entrepreneurs, Professionals and Select Individuals, Mr. Hoffman provides counsel to his clients who are navigating through the complexity of today's business, tax, and accounting challenges.
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