Your Go-To CFO & Tax Experts.
Build Generational Wealth With Powerhouse Tax Planning & CFO Services.
Powerhouse CEOs, coaches and consultants need powerhouse financials to match. Here at The Tax Experience, we equip you with the wealth prep, management, and growth services you need to create your most wildly profitable, abundant future yet.
AS SEEN IN
Look, you didn’t start this business just to give all your profits away to Uncle Sam.
You opened up shop to make a difference in your community, your bloodline and your legacy.
But to make that kind of impact, your dollars have to make sense. Translation: your business’ books and taxes need to be in order if you want to build the financial future you desire.
Whether you want to lower your tax liabilities, finally pay yourself first, build a profitable, sustainable business – or a combination of all three – we’ve got the expertise to get you results.
IT’S BIGGER THAN TAX PREP.
MAKE SUSTAINABLE PROFITS
You know the coaching, serving, selling or other awesomeness your customers pay you for? That’s the secret to boosting revenue.
But if you’re stuck trying to figure out your books or taxes, you have less time to devote to the things that actually make you money.
That’s why The Tax Experience takes care of all your wealth management needs, from tax prep to profit planning to bookkeeping, so you can clear out your schedule and work on your most profit-generating activities.
FINALLY PAY YOURSELF.
No more wondering if you missed out on strategic deductions for your business.
No more pulling your hair out at night trying to organize and pull your monthly financial transactions to figure out how much profit and loss you actually have.
No more stressing out about your numbers. Just peace of mind knowing you have a financial partner who can guide you down a path of financial prosperity.
Our Services
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DONE-FOR-YOU TAX PREP
Does the idea of doing your own taxes give you a migraine? Consider us your prescription medicine. Let us take care of prepping your taxes, finding you the best deductions, filing and securing you the most lucrative refund.
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STRESS-FREE BOOKKEEPING
There’s nothing we love more than organizing all your business transactions and taking financial admin work off your plate. Go run your business. We’ll track, manage and update you on your numbers.
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KEEP MORE OF YOUR MONEY – LEGALLY
Connect with us to schedule a tax strategy and profit planning session so we can share all the CPA secrets for legally reducing your taxable income, from your personal investments to your business revenue and more.
FAQs
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Listen, there’s a reason why we’re called “The Tax Experience.” We do more than just prep your taxes – we empower you with the financial peace of mind you need to confidently grow your personal and business income, so you can not only be financially stable, but free.
Unlike other CPAs, you’re more than just a return to us. You’re a legacy waiting to be built, and we’re the financial soldiers laying down a solid foundation for your next level of abundance.
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Yes! We know just how important it is to have advance access to your tax refunds, so you can get up to $9,500 in a cash advance with us. You can also get a refund transfer and have the cost of your tax prep taken out of your return so you can enjoy your refund without any worries.
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Only if you have a different business structure other than a D/B/A or a single member LLC. Otherwise, it’s all under one tax return – a 1040 form with a Schedule C. We’ll take care of figuring that out for you – just schedule a call.
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Yes! If you make more than $12,200 annually as of 2023, you’ll need to file a tax return. Here at The Tax Experience, we’ll do everything in our power to ensure you get the most bang for your hard-earned buck.
CONTACT
Building generational wealth is a two-way street. Need more info or have a question for us? Drop us a line here. We can’t wait to serve you.