We help when you need it
The Tax Strategist Who Can
Deliver The Results You Need
Whether you are just starting your own side hustle, exploring the best way to save for your kids college, or planning for your own future retirement I can help you make the road map you need. With a comprehensive business and wealth consultation together we will take a deep dive in to your tax and business structure and find actionable strategies that will save you money. I am so confident that I can help you that if I don't save you what the consult costs you I'll give you your money back!
Comprehensive Business and Wealth Consultation - $1495.00
Defining success together
I Will Earn Your Trust And Work Diligently For You
Each Taxpayer's situation is different and not every strategy works in all situations. Work with a team that puts your priorities first when developing your strategy. We will develop a strategy that is tailored to your situation and provide with with a written summary covering three to five actionable strategies and a visual structure diagram of where you are and where you are heading.
Defining success together
The Tax Strategist Who Can
Deliver The Results You Need
I work with a Nation Wide Network of Tax Advisors, Accountants and Tax Lawyers that receive weekly training year round to be up to speed on the newest tax strategies. I can help you with any accounting, bookkeeping or payroll need. Either by assisting you via a referral to a local accountant/bookkeeper/payroll provider and working with them and you to make sure we are moving in the same direction or assisting with DIY service providers like Quickbooks Online, Xero, Gusto and Wave.
At Cash Coach Consulting we do not preform inhouse Tax, Bookkeeping or Payroll Services. We do work closely with our Nationwide Network though and can assist with managing their work for you to make sure you stay in compliance.
Experience You Need, Results You Want
Experience You Need. Results You Want.
Meet with a MSCTA Certified Tax Advisor that will examine your current tax and financial health and build a road map towards you accomplishing your business and wealth goals. Tax Advisor's receive weekly training on relevant strategies and implementation to ensure we offer only up to date information.
Experience You Need. Results You Want.
Want a more tailored consultation? We can take a deep dive into your specific questions tailored to your situation and look at other options that may be a better fit.
Experience You Need. Results You Want.
Receive a personalized Trifecta Diagram (an easy to follow Diagram of your Business and Wealth building ventures are structured.) This can be a great tool when meeting with banks, attorneys and investors. As well as several or more written actionable steps you can take towards achieving your goals along your journey.
I Will Earn Your Trust And Work Diligently For You
Why We Should Work Together
You want to save money on taxes.
Lets face it, you don't want to just give your money away. You worked hard for it and you deserve to only have to pay what you are required to. Too many accountants are oblivious to the legal tax strategies that are available, and they are costing you money! Even if you only have a side hustle I can help you keep more of what you make.
You want to transition from side hustle to full-time.
You're finally ready to take that leap and start your own business. To be your own boss. Some businesses don't make it, some do and others pivot until they do make it. Proper planning before you make that step can play a huge role in the success of your new business. Let me help you plan the steps that will make yours successful.
You're looking for ideas to grow your wealth.
Making good money and saving are just a part of building wealth building strategy. It's investing your money wisely and having it work for you that will grow your wealth the fastest though. In spite of what "Wall Street" would have you believe there are many options available to you other than stocks and mutual funds that I would like to teach you about.
You want to build a legacy to pass down.
Learn how to structure your business and personal assets for the future. When do you want to retire? Do you want to pass the business on, or do you want to sell? I can show you how to navigate building your legacy.
You want to plan for your kid’s future.
When we think about our children, we want them to be successful. We want to give them the chances that we never had. Through proper planning and investing in them I can help you maximize the benefits you can give them. Grow your investments tax free to pay for college, give them a massive head start on their own future retirement.
You want to know how to protect your assets in case of the worst.
Sometimes things don’t work out the way we would like them to. With the right set up and planning in advance you can limit your liability if the worst should happen. I can help you to organize your business and personal assets to limit your risk.
Copyright © K. McKay Larsen EA, Ltd. All Rights Reserved.