Is Your CPA Saving You Money or Costing You?
As a high-income executive or business owner earning $1,000,000+ per year, you’ve worked too hard to let the IRS drain your wealth.
Is Your CPA Saving You Money or Costing You?
As a high-income executive or business owner earning $1,000,000+ per year, you’ve worked too hard to let the IRS drain your wealth.
The Problem?
Most CPAs focus only on tax preparation—not proactive tax strategy. And that could be costing you six figures or more in unnecessary taxes.
- Your CPA may only be filing your taxes, not strategically lowering them.
- They don’t meet with you regularly or respond quickly.
- They aren’t using advanced tax-saving strategies tailored to your income.
- They fail to provide year-round planning, leaving you with missed opportunities.
The Solution?
Our FREE CPA Checklist reveals 7 key questions every high-income earner must ask to find out if their CPA is saving them money—or leaving money on the table.
Inside, you’ll discover real strategies that have saved our clients six figures or more—like Brian, who saved $311,967 in just one year and projected over $2 million in savings over the next 10 years.
What You’ll Learn:
- The critical red flags that indicate your CPA is costing you money
- How to identify a truly proactive CPA who can help you legally reduce your taxes
- Strategies used by high-income earners to save millions over time
- How a CPA should balance IRS compliance and risk reduction while maximizing your savings
- Why working with a CPA who understands high-income tax strategies is crucial for your financial growth
Real Results, Real Savings
Clients who use proactive CPAs have saved millions:
- Kelly saved $489,134 in her first year and continued optimizing her tax strategy for long-term savings.
- Jackson restructured his finances and saved over $1 million in his first year.
- Scott and Caroline reduced their tax bill by $258,039 in one year, staying fully compliant.
Examples found in the checklist
Download the Free CPA Checklist Now!
Find out if your CPA is working for you—or against you.
Click below to get instant access to the 7 key questions you need to ask today!
copyright 2024 Taylor Proactive Team
Privacy Policy