I will prepare comprehensive tax planning savings report

4.9
4.9

United States

I speak English

43 orders completed

I have 20 years experience - 10 years at a CPA firm in Oregon, 6 years as a Controller/CFO and I started my own accounting firm when I had my second child. I'm a dedicated professional with a profound...
About this Gig

You earned it, I'll help you keep it! I am your tax reducing strategist and have helped my client's keep millions of dollars with proper tax planning and implementation. You need a financial partner to help you understand how to keep your money and not someone who is just going to give you a tax projection (tell you how much you owe). 100% of my clients I've helped have saved at least $20,000! I will provide you with a detailed 20-30 page report that will detail out your options, page by page, the audit risk of that strategy and potential savings based on different scenarios.

100% Money Back Guarantee! If I can't give you strategies to save you at least $5,000 then I will refund your money.

You have nothing to lose and possibly a LOT more to gain!

Tax Planning is a legal and ethical method of keeping taxes at a minimum.

You can either pay the money to the IRS or you can keep the money for yourself and for your business. The money is gone if you choose to do nothing!

Tax planning objective:

Minimization

Deferral

Entity type:

Partnership

Corporation

Target country:

US - Federal

Industry:

Business services & consulting

Construction

Gigs are not screened

Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.

Other Tax Consulting Services I Offer

Reviews

4 reviews for this Gig
4.9

(4)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    4.8
Sort By
Most relevant
  • D

    digistart

    US

    United States

    5

    Thank you for your attention to details and willingness to review information that could make an impact long term.

    $200-$400

    Price

    3 weeks

    Duration

    Helpful?
    Yes
    No
  • F

    farz82

    US

    United States

    5

    Mary is proactive, knowledgeable, and incredibly patient. She takes the time to explain everything in detail, ensuring I understand all the nuances. Her descriptive approach makes working with her a breeze and I’m definitely looking forward to working with her more in the future. Highly recommend!

    $200-$400

    Price

    13 days

    Duration

    Helpful?
    Yes
    No
  • T
    image-docs

    tom1371

    US

    United States

    4.7

    Mary did an excellent job with her financial consulting services. Her professionalism in work and proactive communication made the process seamless. Her politeness and quick responsiveness were also much appreciated.

    $200-$400

    Price

    3 weeks

    Duration

    Helpful?
    Yes
    No
  • T

    turningleafther

    US

    United States

    5

    Great job, thanks

    $200-$400

    Price

    9 days

    Duration

    Helpful?
    Yes
    No
Reviews

4 reviews for this Gig
4.9

(4)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    4.8
Sort By
Most relevant
  • D

    digistart

    US

    United States

    5

    Thank you for your attention to details and willingness to review information that could make an impact long term.

    $200-$400

    Price

    3 weeks

    Duration

    Helpful?
    Yes
    No
  • F

    farz82

    US

    United States

    5

    Mary is proactive, knowledgeable, and incredibly patient. She takes the time to explain everything in detail, ensuring I understand all the nuances. Her descriptive approach makes working with her a breeze and I’m definitely looking forward to working with her more in the future. Highly recommend!

    $200-$400

    Price

    13 days

    Duration

    Helpful?
    Yes
    No
  • T
    image-docs

    tom1371

    US

    United States

    4.7

    Mary did an excellent job with her financial consulting services. Her professionalism in work and proactive communication made the process seamless. Her politeness and quick responsiveness were also much appreciated.

    $200-$400

    Price

    3 weeks

    Duration

    Helpful?
    Yes
    No
  • T

    turningleafther

    US

    United States

    5

    Great job, thanks

    $200-$400

    Price

    9 days

    Duration

    Helpful?
    Yes
    No