exclusive offer for webinar attendees
“Asset Accumulation Formula” Consulting
From overpaying in taxes to accumulating assets
YES! I want to apply for “Asset Accumulation Formula” Consulting
If you want your business tax return prepared by us, and have your previous 3-years tax returns reviewed by us to identify any missed opportunities or strategies, here is your chance!
We have created this offer to help you get started in working with us.
Everything You're Going to Get:
- Corp Tax Return Preparation (Valued at $997 to $1,997)
- Audit Support Plan on the CorporateTax Return we prepare (up to 10 hours of
representation time)(Valued at $4,500 - $10,000) - 3-year lookback. We review your last3 years taxes filed to identify any missedopportunities or strategies(Valued at $400 - $1,200)
- Cost Segregation Review. We review your
properties adjusted basis to determine if
you would benefit from doing a
cost segregation study(Valued at $400 - $1,200) - The Clear Guide to the Augusta Rule (Valued at $500)
- Real Estate Professional Status Review
and a Step by Step Plan to qualify
for your business (Valued at $1,500) - Entity Optimizer - review your business
entities to determine if you are operating
under the correct entity to optimize
tax savings (Valued at $1,500) - 1-Hour Consultation withChief Tax Strategist($400 Value)
- Corp Tax Return Preparation (Valued at $997 to $1,997)
- Audit Support Plan on the CorporateTax Return we prepare (up to 10 hours of
representation time)(Valued at $4,500 - $10,000) - 3-year lookback. We review your last3 years taxes filed to identify any missedopportunities or strategies(Valued at $400 - $1,200)
- Cost Segregation Review. We review your properties adjusted basis to determine if you would benefit from doing a cost segregation study(Valued at $400 - $1,200)
- The Clear Guide to the Augusta Rule (Valued at $500)
- Real Estate Professional Status Review and a Step by Step Plan to qualify for your business (Valued at $1,500)
- Entity Optimizer - review your business entities to determine if you are operating under the correct entity to optimize tax savings (Valued at $1,500)
- 1-Hour Consultation with Chief Tax Strategist ($400 Value)
You may be asking…”But what if I only want you to do a review?”
If you would like to have your previous 3-years tax returns reviewed by us to identify any missed opportunities or strategies, we created a package just for you.
Keep in mind that this Basic Package plan doesn’t include your Entity Optimizer, Real Estate Professional Status Review with a Step by Step plan to make sure you qualify. The basic package also won’t include The Clear Guide to the Augusta Rule, Cost Segregation Review, Audit Protection Plan, and most importantly a Corp Tax Return prepared by a Real Estate Tax Strategist.
Our Basic Package includes:
- 3-year lookback. We review your last3 years taxes filed to identify any missedopportunities or strategies(Valued at $400 - $1,200)
- 1-Hour Consultation withChief Tax Strategist($400 Value)
Buying the basic package doesn’t include many of the highly recommended services to ensure your maximizing your tax planning.
You may be asking…”But what if I only want you to do a review?”
If you would like to have your previous 3-years tax returns reviewed by us to identify any missed opportunities or strategies, we created a package just for you.
Keep in mind that this Basic Package plan doesn’t include your Entity Optimizer, Real Estate Professional Status Review with a Step by Step plan to make sure you qualify. The basic package also won’t include The Clear Guide to the Augusta Rule, Cost Segregation Review, Audit Protection Plan, and most importantly a Corp Tax Return prepared by a Real Estate Tax Strategist.
Our Basic Package includes:
- 3-year lookback. We review your last 3 years taxesfiled to identifyany missed opportunitiesor strategies(Valued up to $1,200)
- 1-Hour Consultationwith Chief Tax Strategist($400 Value)
Buying the basic package doesn’t include many of the highly recommended services to ensure your maximizing your tax planning.