As a successful professional, you want your books and taxes in order. Most likely, you would also like to use strategies that minimize your taxes while manifesting wealth.
I help successful professionals and small business owners implement measures that defer and eliminate income taxes-legally, morally, and ethically. I start with the small business bookkeeping, where the magic begins. Then, the results flow into the tax return preparation in ways that harness the tax codes in your favor. This allows you to focus on what matters most in your life knowing the financials are under control.
You own a premium franchise and face unique challenges with accounting and tax return work. We at Cobalt have taken the time to understand and master the processes needed to serve you in an exceptional fashion. We offer a full-range of services to help you succeed:
Snap-on tax return preparation
QuickBooks Online to monitor your financial progress
Tax Minimization Strategies (one step in wealth building!)
Business Development Assistance (another step!)
Why this matters
We believe the difference between a good life and an amazing life of significance can hinge on the decisions you make. We also believe you can achieve this life faster and with less effort than you thought possible. To do so, you need to use the right approach for you. Having experienced the value of these ideas in my own life, we want to help you implement them, too.
How we do this with you
Because your situation is unique, the right approach for you will also be unique. Should we decide to work together, you will discover an essential part of my sequential approach: Discovery > Insights > Alignment. It’s how we learn what’s most important to you so that we can collaborate effectively. And perhaps equally important, it helps us pinpoint exactly what we could be doing to accelerate your success right now.
We offer a complimentary, no-obligation second look at your income taxes. It takes just 30-40 minutes of your time. In that consultation, I will learn about you and your unique situation, then make some recommendations to help you close the gaps between where you are now and where you would like to be. Use the "Contact Me" feature to get on my calendar!
*What is an Enrolled Agent (EA)? From IRS.gov September 2020
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.