TAX-PLANNING PACKAGE

Get a Personalized Tax Plan to Pay Less in Taxes

TAX-PLANNING PACKAGE

Get a Personalized Tax Plan to Pay Less in Taxes

“I had no idea tax strategies like this existed!

For years, I had asked my accountant for help with ways to save on my taxes, but I was never given any real strategies. The tax strategies I learned from Counting Pennies will definitely save me thousands of dollars in taxes.”
Sean Nelson
Small Business Owner

“I had no idea tax strategies like this existed!

For years, I had asked my accountant for help with ways to save on my taxes, but I was never given any real strategies. The tax strategies I learned from Counting Pennies will definitely save me thousands of dollars in taxes.”
Sean Nelson
Small Business Owner

What is Tax Planning?

Taxes are the single largest expense a person pays in their lifetime. The goal of tax planning is to use creative, legal tax strategies to keep more of what you earn in your pocket.

There are Two Types of People When it Comes to Taxes—Which are You?

The Passive Reactor

The Forward Planner

Tax Planning Really Makes a Difference!

"This truly gave me innovative tax planning ideas that will save me thousands of dollars...

...and has completely changed how I will handle my future tax returns. I'm excited to implement what I've learned!"
Kelly Rodriguez
Small Business Owner

What's Included?

Here are the details:

Initial Discovery Meeting

During this first virtual meeting, we:

☑️ Review and assess the client's current tax situation
☑️ Discuss their financial goals
☑️ Examine strategy options and scenarios that can help lower their tax liability and achieve their financial goals 

Personalized Tax Strategy Development

☑️ A personalized tax strategy is created which includes the steps needed to implement the tax plan.
☑️ This plan will be discussed in detail during the follow-up meeting included in this package. 

Final Presentation Meeting

During the final virtual presentation meeting, we:

☑️ Share the personalized tax plan and strategies
☑️ Explain the benefits of the recommended tax strategies
☑️ Detail how to easily and successfully execute the new tax plan
☑️ And, answer any questions about the tax plan and next steps

Does Tax Planning Seem Expensive?

A tax planning session with a tax expert may seem expensive, but it can save hundreds—if not thousands—of dollars in taxes every year!

Meet Our Tax Planning Specialist

Randy is the founder and owner of the accounting firm, Counting Pennies, LLC, but he is not your typical accountant. Randy is naturally a numbers guy with a gift for teaching complex subjects in a simple and relatable way. He is a Certified Public Accountant (CPA) and IRS Enrolled Agent that specializes in tax planning and tax resolution.

Randy explains why tax planning BEFORE the year is over is so important in the video below.
H. Randy Hughes, CPA, EA
Counting Pennies, LLC