I’m Solomon, and Assisting business owners and investors in reducing their tax liability to the lowest possible, while complying with tax laws, is my specialty. Failing to plan is planning to fail, and that’s why I emphasize the significance of tax planning and business consulting throughout the year. This proactive approach not only ensures compliance but also results in substantial savings for my clients.
Large US corporations often hire sophisticated attorneys to legally reduce their tax burden, but unfortunately, most small businesses end up paying more than their fair share. Many business owners wait until the end of the year for the IRS bill, missing out on opportunities to save thousands by implementing strategic tax planning in advance. I have encountered cases where two businesses, each earning approximately $500K, had vastly different tax burdens—the first paying over $100K in taxes and the latter only $22,000. Drawing on my experience in tax advising, I empower my clients to navigate the complex tax landscape, allowing them to pay the least amount of owed taxes possible.
Fortune 500 companies meticulously maintain records to claim all possible tax deductions and credits. However, the same diligence is often lacking in many small businesses, leading to challenges in IRS audits and Tax Court. Insufficient proof of business expenses and a lack of intricate tax knowledge contribute to these difficulties. With my expertise, I guide my clients in establishing sound financial practices and maintaining robust records, ensuring they are well-prepared to face any tax-related challenges that may arise.
Services offered:
– Tax Planning
– Tax Compliance
– Tax Audits
– Bookkeeping
– Payroll Services
– Business Advisory
– Business Structure
Schedule a Free Discovery Call on my website, to see how much money I can save you on taxes.
My name is Carlos Alejandro Guamán, and I find great pride in my journey as a leader in business and entrepreneurship. My academic pursuits, including an MBA in Finance from CSU Fullerton, an MS in Accounting from Kaplan College, and a Post-Degree in Professional Financial Planning from UC Irvine, have provided me with a solid foundation to help individuals and businesses achieve their financial goals. Within the vibrant Hispanic community across the United States, I’ve been privileged to serve as a trusted advisor. Through avenues like Univision, OC Talk Radio’s “The Raad Life,” and various other media platforms, I’ve had the opportunity to share insights and connect with a diverse audience. It’s incredibly rewarding to see my guidance positively impact the lives and ventures of those around me.
My commitment to excellence extends beyond accolades and certifications. It’s about fostering genuine relationships and making a tangible difference in people’s lives. Whether it’s through crafting personalized financial strategies or offering insights into entrepreneurship, my goal remains the same: to contribute to the success and prosperity of those I work with. Let’s have a conversation and explore how we can navigate the path to financial success together.
I attained my master’s degree in accountancy from the University of Idaho where I graduated top of my class earning Summa Cum Laude honors as a collegiate athlete. I began my career at one of the largest accounting firms on the west coast of the U.S. where I gained exposure to working with high net worth individuals and medium size businesses in a variety of industries.
As a real estate investor, I now specializes in providing tax planning, consulting, and advisory services to the real estate industry. I also enjoy working with professional based industries such as Attorneys, Doctors, and Lawyers. I am a partner at Vault Financials LLC, a Phoenix based CPA firm that works with clients remotely in all 50 states. I really enjoys the long term relation ship that he builds with his clients.
Book a FREE consultation on my website to see if we’re a good fit for each other!
Hi, I’m Jude. I have been advising clients on tax and accounting matters for 27 years! I enjoy watching my clients’ successfully planned tax outcomes. One example of this is when I helped a retired attorney save and protect his Individual Retirement Account by calculating and installing a sixteen-year Roth conversion strategy. He paid tax on the Roth at low rates and will avoid his required minimum distribution. Plus he can pass on to his sons. All of this planning prevented his Retirement account from being taxed at the highest bracket. What a win! I can employ many strategies to enjoy tax savings! Each client is personalized. Trust me when I tell you that I enjoy watching my clients succeed and win at the tax savings game! Contact me today to take advantage of these tax savings ideas for yourself and your loved ones!
SCHEDULE YOUR FREE DISCOVERY CALL VIA THE FOLLOWING LINK – https://speakwith.freedomtaxaccounting.com/carlos15
Since 2000, I have been an entrepreneur. In 2012 I started working at Freedomtax Accounting. We are a full service tax accounting firm, with a team of CPA’s, EA’s, Tax Preparers, and Bookkeepers.
I don’t just consider myself a Certified Tax Advisor. Due to my experience in marketing, business administration, and business consulting, I am passionate about helping small business owners start, grow, optimize their business, and achieve financial freedom.
Freedomtax Accounting provides the following services:
– Tax Planning
– Corporate Tax Preparation
– Personal Tax Preparation
– Bookkeeping & Payroll
– IRS Tax Audit Representation
– FIRPTA Withholding Certificates
– ITIN Number Applications For Foreign Nationals
– Ane more…
Freedomtax Accounting is part of Freedom Group, which is a conglomerate of 4 businesses, that not only offers tax accounting solutions, but thru Freedom Immigration, Freedom Insurance, and Freedom Realty Source, we can help in any insurance, immigration, and real estate needs you may have.
SCHEDULE A FREE 15 MINUTE DISCOVERY CALL WITH ME VIA THE LINK BELOW:
https://speakwith.freedomtaxaccounting.com/carlos15
Looking forward to talking with you soon.
God bless you.
Greetings, I’m Mia, a seasoned Tax Consultant specializing in Tax Law. As your dedicated strategic partner in financial growth, I offer tailored tax strategies across various domains, from optimizing business earnings to meticulous estate planning.
Backed by extensive experience and rigorous education, I’ve empowered clients to save anywhere from $10,000 to $365,000 in taxes through the implementation of my meticulously crafted strategies.
Your tax burden doesn’t have to be daunting. With my unwavering commitment and expertise in delivering cutting-edge tax solutions, you can trust that your financial well-being is in capable hands.
Let’s explore how I can maximize your savings. Visit my website and schedule a complimentary consultation today!
I provide advisory and accounting services designed to help your business run smoothly. I have developed processes and tax strategies that help entrepreneurs, and individual taxpayers like you, make more profit and minimize taxes.
With my expert credentials, I am equipped with unparalleled insight to excel in providing premium tax planning and advisory services, custom-made to cater to the distinctive requirements of your growing business.
As a passionate tax strategist and financial advisor, I will closely align with your needs to devise an approach that maximizes your tax savings, protects your wealth, and identifies fresh areas of financial growth. Whether you’re looking to lowering tax liabilities, increasing business revenue, or make sense of complicated financial landscapes – I am here to provide invaluable guidance every step of the way.
Don’t hesitate to connect with me today – together, let’s unearth new opportunities!
Helping individuals and business owners reduce their tax burden and increase their net worth.
OBJECTIVE:
A charismatic and patient professional in taxation and real estate, seeking for clients in need of accounting and financial services. Believes that all people can learn, blossom, and achieve the American dream. Proven ability to work in chaotic situations with real estate contract dates and deadlines and tax filing deadlines. Much-admired for excellence in fiduciary, creativity, organization, and positive attitude. Able to establish instant relationship with clients, professionals, and agents from real estate to Internal Revenue Service based on outstanding communication.
EXPERIENCE:
Chumerica Financial Alliance in San Dimas, CA
January 2009 – Present
• Manage clients, learning and understanding in accordance to the goals of their finances.
• Perform regular routine of client’s accounting and financial plan.
As owner, I must maintain proper licensing in all the categories listed below:
Registered Financial Consultant
August 2023 – Present
• Management in personal finance and professional practice.
FINRA Series 65 – Uniform Investment Adviser Law Exam
March 2019 – Present
• Passed – The Series 65 exam – the NASAA Investment Advisers Law Examination administered by FINRA.
NMLS Mortgage Loan Originator
March 2016 – Present
• Assists consumers who are seeking mortgage loans in purchasing or refinancing a home or commercial real estate.
Certified Master Mortgage Underwriter
January 2024 – Present
• A “professional development” program ideal for residential mortgage underwriting.
IRS Enrolled Agent
February 2016 – Present
• Tax Expert
• Federally licensed tax practitioner who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
• Responsible for income tax preparation for individuals and companies.
• Identified potential tax credits and liabilities and ensure accurate and complete returns are filed in a timely manner.
• Completes tax forms in accordance with policies and in compliance with legislation and regulations.
NTPI Fellow (2021 – Present)
• Acquired the knowledge & skills needed to guide their clients successfully through the complicated tax resolution & audit cases.
Main Street Certified Tax Advisor (2023 – Present)
• Diligently trained directly with Mark J. Kohler, CPA, Attorney, Author, to learn the very best critical tax and legal strategies.
IRS Registered Tax Return Preparer
March 2012 – 2016 (Exempt)
CTEC Registered Tax Preparer
January 2009 – 2016 (Exempt)
CDI Insurance Producer
December 2010 – Present
• Provides service to clients’ changing insurance needs by selling annuities, life and health insurance.
CalDRE Real Estate Saleperson
REALTOR
April 2006 – Present
• Marketing real estate on behalf of clients and providing guidance to buyers/sellers to facilitate the purchase/selling process.
First Time Buyer Specialist Certification (2020 – Present)
Certified Real Estate Negotiator (2023 – Present)
Certified Expert Listing Professional (2023 – Present)
SOS Notary Public – California
February 2003 – Present
• Performs valuable services to the legal, business, financial and real estate communities by certifying or witnessing signatures on official documents.
Greff CPA Corp in Los Angeles, CA
February 2003 – October 2008
• CPA Internships and Cooperative Programs
We are a US-based team of 25+ tax professionals including Enrolled Agents (EAs), Certified Public Accountants (CPAs), and other specialized tax experts. We do not outsource your work to 3rd party. All work is done by our team here in the United States. All data is securely saved in Amazon Cloud. Our team has helped over 5000 business owners & more than 20,000 tax filers.
I am the founder and Principal Advisor of GCS & Associates Financial Services, LLC. I am also the visionary behind Concentric Planning and Advisory Solutions (dba), a blend of traditional and non-traditional approaches to consulting and advising clients regarding their accounting, tax, and finance matters. I have worked for both small and regional sized CPA firms serving clients while working through the ranks of Staff Accountant to Tax Manager, and on to Small Business Advisor. I have over two decades of experience in public accounting, working primarily with small businesses and individuals to improve accounting systems, manage cash flow, and maximize tax savings and profitability.
I hold a Bachelor’s Degree in Business Administration with a concentration in Accounting from Peirce College, and have a Master’s Degree in Accounting with a dual concentration in Tax and Finance from Purdue University Global. I am enrolled to practice before the Internal Revenue Service, holding the designation of Enrolled Agent (EA) which also permits me to represent clients in resolving tax matters. I complement my skills and knowledge through continuing education which is also mandated to maintain my designation as well as memberships in various accounting associations.
While serving as outsourced CFO or Tax Advisor to hundreds of individuals and small businesses over the span of my career, I have been instrumental in streamlining organizations’ accounting systems and practices; authoring, implementing, and overseeing companies’ financial policies and procedures; creating processes for forecasting and measuring financial performance; assisting with compliance and operations; and developing tax strategies to save businesses and business owners tens of thousands of dollars each year. On average, entrepreneurs working with my firm have experienced increased profitability and/ or a reduction in annual income tax liabilities of 10-40%. Contact me if you are ready to take the next step to accumulating and protecting your wealth.
Book your Discovery Call here https://calendly.com/cpaas-gscott/20min
With my taxation and business experience, I help my clients avoid overpaying their taxes by taking advantage of every possible advantage in the tax code. My 100% goal for every one of my clients is for you to legally pay as little in taxes as possible while avoiding any red flags with the IRS so you can sleep comfortably at night without worrying about what the IRS might do to you in the future.
Since I am a lawyer, every conversation you have with me is covered by attorney-client privilege which means that nothing you ever say to me could be used against you in the future by the IRS, unlike when you work with a CPA or an enrolled agent. You’ll never have to worry about the IRS or a state revenue agency taking something you said to me out of context.
2023 taxes are due in a few months, but there is plenty of time to reduce your taxes for 2024 so please schedule a free informational interview with me so we can get to know a bit about each other and you can learn about your options when you work with me. You can do that by clicking on the “Go to Website” button below or copying and pasting this URL into your browser- https://calendly.com/sercely/interview-kohler
Hey there! My name is Jhoslen Muniz and I’m passionate about helping clients with wealth building and tax-saving strategies. With over 20 years of experience in financial planning, budgeting, and analysis for Fortune 500 and mid-size companies, I bring a wealth of knowledge to the table.
As a CPA and Certified Tax Advisor, I’m dedicated to helping clients build legacies while honoring their values. Being a small business owner and real estate broker/investor myself, I understand the challenges you face. That’s why I founded JMuniz CPA, LLC—to empower small business owners like you to be proactive, turn risks into opportunities, and achieve thriving businesses.
Our specialty is on advisory services that address the aspects of your business and finances that matter most to you, whether that involves increasing profits, optimizing cash flow, implementing tax-efficient strategies, or building wealth. Furthermore, we are available to offer assistance with your accounting and compliance needs, but it’s important to note that we do not offer these services as standalone options. https://calendly.com/jmunizcpa/quickconnect
With over two decades of experience as a CPA specializing in tax strategy, I empathize with the frustration entrepreneurs often feel when a significant portion of their hard-earned profits is absorbed by taxes annually.
Drawing upon a career dedicated to refining actionable tax solutions, I am committed to empowering small businesses like yours to navigate complex tax landscapes effectively. From my tenure at a leading global CPA firm to roles as a controller and CFO within thriving enterprises, I offer a unique perspective tailored to your specific needs.
My focus extends beyond mere compliance; I strive to craft personalized strategies that not only minimize tax burdens but also channel those savings toward tangible avenues of wealth creation and sustained growth.
As your trusted tax strategist, I am dedicated to collaborating with you to transform tax challenges into opportunities for enduring financial prosperity. Together, let’s embark on this journey, turning tax obstacles into catalysts for your business’s financial freedom.
Hey, I’m Ivon Natera, your tax pro with over a decade of experience. I run Aztec Tax Solutions, helping folks in Las Vegas, Nevada, and Southern California with income tax prep. I’m fluent in Spanish and love supporting female-owned businesses and Spanish-speaking entrepreneurs.
Originally from Omaha, Nebraska, I learned the tax ropes at Bellevue University and keep my skills sharp through NAVA School of Business courses. I’m an active member of industry groups like the National Association of Tax Professionals and the Latin Chamber of Commerce.
My goal is to provide top-notch tax solutions while fostering a supportive community for entrepreneurs.
My journey into the world of finance began back in 1995 when I joined a medium-sized company as their bookkeeper. They needed someone to handle their financial records, and that’s when I discovered my passion for the work. I loved the challenge of keeping their financial records accurate and up to date. In 1997, I decided to take a Bookkeeping Certification course from Universal Accounting to sharpen my skills and knowledge. This course helped me understand the ins and outs of accounting principles, preparing financial statements, and navigating tax laws and regulations. I also did some course work at the local community college to work on my degree in Business. Around the same time, I started offering my bookkeeping services to clients on the side.
In 2010 I took some more coursework from Universal Accounting, which included their Tax Preparation Certification.
Since 2011, I’ve been proud to be a Certified QuickBooks ProAdvisor and Certified QuickBooks Online ProAdvisor. These certifications have allowed me to become a QuickBooks expert, ensuring I can provide the best guidance to clients who use this software for their financial records.
In 2012, I took the leap and made my bookkeeping business a full-time endeavor by officially starting my own company. This allowed me to be more flexible in taking care of my family’s needs. Ever since, I’ve been working with small and medium-sized businesses, just like yours, to help them manage their financial records and stay compliant with relevant tax laws and regulations. Over the years, I’ve had the pleasure of working with clients like you. I understand how crucial accurate financial records are for your business’s success, and that’s why we are dedicated to providing you with top-notch bookkeeping services.
Throughout my journey, I’ve learned countless strategies to structure your business to take full advantage of the deductions allowed by the IRS Code. I’ve worked with a wide variety of businesses and picked up many of these strategies through hands-on experience. To better serve you, I’ve also brought together a team of advisors from different fields, all working to provide solutions that best fit your needs.
In 2020, I became a certified Value Builder, which equips me with the tools to help you build your business or prepare for an exit, depending on your goals. We’re here to help you transition from working in your business to working on your business which creates value in your business.
This year I completed the certification with Mark Kohler to become a Certified Tax Consultant. I was surprised at how many of the concepts he teaches I was already implementing with my clients. I really enjoy using the Trifecta to draw a picture to show how clients should be structured to maximize their personal and business tax savings and retirement benefits and protect their family and their assets.
At In the Black Consulting, our mission is all about helping small and medium-sized businesses like yours achieve financial success. We were founded by a team of experienced financial consultants who truly understand the importance of accurate financial reporting and analysis for driving business growth.
Our team of professionals specializes in a wide range of services, including Bookkeeping, Accounting Services, Marketing, Business Financing, Business Consulting, Financial Consulting, Tax Consulting, and Tax Preparation. Our goal is to provide personalized services tailored to meet the unique needs of businesses like yours. We work closely with you to ensure you understand your financial data and use it to make informed decisions for both your business and personal life.
Our commitment is to provide exceptional customer service and to build lasting relationships with our clients. We are passionate about helping businesses succeed and dedicated to being a trusted partner in your financial growth. We’re here to support you every step of the way.
Hi there – I’ve been obsessed with helping small and medium-sized business owners optimize growth and utilize the U.S. tax code to limit their overall tax liability for a very long time. My roots are Swedish, where I was born and raised hence why you may find a tiny accent. Sweden is a country with one of the highest tax rates and the most rigid taxation systems globally. This has given me a unique perspective and a steadfast determination to provide my clients with unique and tailored solutions. Drawing from a wellspring of experience and expertise, I’ve successfully guided numerous clients to reach their personal and financial goals.
My main objective is to become your trusted partner in navigating the intricate landscape of taxes. Each journey starts with a deep appreciation and understanding of the challenges faced by individuals and businesses alike. My commitment is to alleviate these burdens by providing educational, transparent, and efficient tax management. In my pursuit of excellence,
I’ve been able to accomplish some remarkable milestones. Through strategic planning and meticulous attention to detail, I’ve saved my clients millions of dollars in taxes… money they previously overpaid the IRS on a yearly basis. This outstanding achievement underscores my commitment to maximizing your financial growth and ensuring that your hard-earned resources are channeled where they matter most. To start your journey of empowerment and financial liberation – book a Strategy Session with me to see how I can best be of service. In this call, we won’t just navigate complexities – we’ll simplify, strategize, and thrive together. Looking forward to speaking with you soon.
Best Regards//Chris
