Tax-Planning Package

“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's Included?

"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

Here are the details:

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 will be 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 that was designed for the client
☑️ Explain how the recommended strategies will benefit them from a tax standpoint
☑️ Detail how they can easily and successfully execute the new tax plan
☑️ And, answer any questions they have about the tax plan and next steps

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 specializes in tax planning and tax resolution.
H. Randy Hughes, CPA, EA
Counting Pennies, LLC