Are you overpaying taxes?
Tax strategy and planning for event rental companies and businesses with 3-50 employees
Work With Us
Understanding taxes is scary, stressful, time-consuming, mentally fatiguing, and chaotic. At best.
Taxes are complicated
- Tax law changes every year
- Your financial situation changes
- There's variability in your income, and your life
What you did last year might not be the best plan for you this year
You can't set it & forget it
- You need someone to dig in, ask you the right questions, and understand what’s going on
- You need someone to collaborate with your other advisors
- You need your tax plan and financial plan to work together
Does not having a clear plan keep you up at night?
- Are you concerned that you don’t know what you don’t know?
- Do you worry that taxes are eating into your financial legacy?
- Do you feel like you’re not being smart about your money?
- Don’t have time to think about taxes?
You want someone to partner with
- Keeps you informed when changing tax rules may affect you
- Works with your financial & legal team for best results
- Understands that taxes are just one component of your overall financial health
- Helps you approach taxes with greater confidence and clarity
How to get started
Follow these simple steps
Schedule a call
Click below to grab a time for your complimentary consultation.
Tell us about your business
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Meet with Rebecca
Meet with Rebecca to explore your business goals and needs. We'll collaborate to find the perfect fit through personalized packages, empowering you to choose the ideal way for us to team up together.
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