Houston CPA CFP Team planning model is for you if you’re a successful family or business owner who is occasionally frustrated or downright depressed about the amount of taxes you pay every year?
Have you ever wondered why your CPA only provides tax preparation services, but doesn’t give you great advice to…
1. Reduce Your Taxes,
2. Protect Your Assets, and
3. Build Your Wealth
As business owners, we all want to know that we’re taking full advantage of every tax break we deserve. Tax Planning is a great place to start! But there’s so much more.
Every small business owner can save big money by following 3 CFP Tips.
CFP Tip #1: Reduce Your Taxes,
CFP Tip #2: Protect Your Assets, and
CFP Tip #3: Build Your Wealth
LinkedIn and Google are full of Houston CPA CFP professionals, enrolled agents, accountants and tax preparers offering their services.
The problem is most CPAs do little more than give you a brief historical recap alongside your tax returns – they’re great at putting the right numbers in the right boxes on the right forms by the right deadlines.
And then, since they’re accountants after all, they’re great at making sure you get the bill so they can check you off their list until next year’s Tax Season.
Your CPA may be keeping you out of trouble with the IRS but what they’re not providing may be costing you big money.
When you work with a Houston CPA CFP Team, you’ll get a customized Blueprint for your financial future along with specific solutions and strategies to:
1. Reduce Your Taxes,
2. Protect Your Assets, and
3. Build Your WealthHouston CPA CFP Team planning model goes beyond tax preparation, doing the company’s financials, and other compliance work. Houston CPA CFP Team focused provides Tax Planning and much, much more.
Tax Planning is only one essential element of a well-coordinated Financial Plan.
The reason most accountants don’t provide tax planning is because they have way too many clients.
Most CPAs simply don’t have the time nor a well defined process for providing real tax planning services, not to mention holistic financial planning.
Houston CPA CFP Team starts with a customized Blueprint that puts it all together in a way that produces more clarity, confidence, and contentment in your financial life.
IRS Code is Constantly Changing
With over 72,000 pages of IRS Code constantly changing, its no wonder your CPA doesn’t have an effective financial planning process designed to:
1. Reduce Your Taxes,
2. Protect Your Assets, and
3. Build Your Wealth
Because of that, most successful small business owners will spend five, six, or even seven figures every year in taxes that could be avoided if the right tax planning strategies were in place.
The Internal Revenue Code is filled with legal loopholes but it takes time, effort, and a well coordinated *plan* to take advantage of the specific solutions and tax strategies available to your business.
More and more business owners are now asking their CPA, why are we paying so much in taxes while companies like Apple, Boeing, ExxonMobil, Verizon and others big companies who make billions in revenue are paying little or in many cases — no taxes.
Think about it, what’s your accountant actually doing to make sure that you get all of the tax breaks you deserve?
Houston CPA CFP Team Delivers Better Results
When was the last time your CPA came you and said here’s an idea that will…
1. Reduce Your Taxes,
2. Protect Your Assets, and
3. Build Your Wealth
— What should you be doing NOW?
— What should you be doing NEXT?
— What should you stop doing forever?
My name is Jim Munchbach, Certified Financial Planner™, Founder and CEO of Family Wealth Builder of Houston. Houston CPA CFP Team planning is the big idea of my latest book for Financial Advisors who serve wealthy families and business owners. I wrote Allied for Success to outline a CPA CFP team-based model designed to create a synergy of specialists working together to deliver an extraordinary experience for Business Owners and their families.
Contact CPA CFP Team Today!
