Whitehouse, OH CPA/PFS, CTC / Tax-Free Tax Coach
 
 
 
 
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"Jim got me into this plan, an IRS approved plan, that allowed me to convert expenses, expenses I wasn't getting any real deductible benefit for, how to convert those expenses to legitimate deductible business expenses. He showed me how to legally reduce my taxes. It has saved me an average of over $3,300 a year.  I plan on being in business many years, this is incredible savings to me." - J.U., Whitehouse

 

"I was mad when Jim showed me my "experienced" "Tax Factory" preparer had me over-paying my taxes by $400 per year for the last five years! That's $2000!!!  I wish I had called Jim sooner!" - M.E., Swanton

Mission and Commitment

Warning!

 If you pay for medical expenses and health insurance, chances are your insurance agent and accountant are costing you money!

 

Obama Tax Return Blunders 

 I could have saved him thousands of $$$

  

Are YOU Ready to Experience Easy Cloud Accounting and Office Mgt?

Attention Small Business Owner:

Are You Sick and Tired of Paying Taxes?

Do you run your own business, professional practice, real estate or farm? Are you managing an investment portfolio?  


When would you like to know if you are paying too much in taxes?  Next year, 5 years from now, or TODAY?  If you do not have your own Personalized Tax Plan, then you are definitely using the IRS's Tax Plan. How does that make you feel?  

The truth is, most accountants do a fine job recording your history.  But that alone will not save you money on April 15 - and it definitely will not make you more money.

At The CPAdvantage! LLC, we do more than record your history - we help you write it.  We use proactive strategies to address the needs of your specific situation so you can meet your financial goals.

When was the last time your accountant came to you
with an idea to save you money?

To minimize your taxes, you need a plan. You need concepts and strategies in place so you don't waste your money on Uncle Sam, but can save your hard earned cash to help pay for college, retirement, charity and what's important to YOU.

  • Have you organized your business correctly?

  • Have you considered multiple entities to take advantage of income shifting, upstreaming, benefit planning, legal protection.

  • Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers.

We give you the plan you need to minimize your tax.  And we do it without raising "red flags" or using abusive tax schemes or aggressive strategies.

Call 419-877-0730 now for a free, comprehensive Tax Analysis!  We'll help you find the mistakes and missed opportunities that are costing you thousands.

 

Recent Headlines:

-IRS to Examine Rental Losses More Closely

-IRS to Get Tougher on Sole Proprietor Audits

Nov 1, 2010.  The Internal Revenue Service will be taking additional steps to check on whether sole proprietors are hiding sources of income during field audits.

"The Power to tax involves the power to destroy" - Chief Supreme Court Justice John Marshall, 1819

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The Family Retirement Plan

Who's Retirement are YOU Funding?

 

We service Nothwest Ohio, Lucas, Fulton, Henry Counties and have clients in Toledo, Perrysburg, Sylvania, Delta, Liberty Center, Swanton, Maumee, Waterville, Whitehouse, Napoleon, Wauseon, and the surrounding areas.  We also can work with you long-distance to develop your

 Personalized Tax Plan.

 

When would you like to know that you're overpaying in taxes?

 Put yourself at peace, call today.  Guaranteed to put money in your pocket.

Our tax coaching program provides tangible results. 

 
 
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