Tax Strategist | CFO | National Speaker | 3nsight™ System | Precision Business Strategies
Advising Real Estate Investors & Business Owners on saving 5+ figures in taxes ($xx,xxx+) ANNUALLY!
👉🏾 I am a fractional CFO and tax strategist for real estate investment companies and small businesses. With 8+ years in the public accounting space, my experience has given me the ability to effectively assist clients with developing strategies around making proactive decisions.
📈 For example, What does our cash look like next week? How much of a cash reserve do we really need? What should our profit margin be and how do we get there? Do we have too much staff or not enough? What tax strategies can we use to mitigate our current and future tax bill? These are just some of the questions I help my clients answer.
👨🏾🏫 Through my 3nsight™ workshops, I have taught thousands of individuals and small business owners how to properly structure their business, protect their assets, and successfully navigate the complex IRS Tax Code to save thousands of dollars.
🤑 Throughout my career, I’ve been known as a tax strategist who formulates and executes winning legal tax strategies. In the first year alone, my clients see an average 100-250% return on investment in tax planning and strategy services.
🏡 ClubHouse Room: Precision Tax Planning—teaching real estate investors and business owners how to optimize their taxes and preserve wealth—Tap In! (first icon from the left at the bottom of this page)
I work with clients in ALL 50 states!
Email: [email protected]
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Passionate about behavior science and education. Every child deserves access to quality education.
🏫- Founding Partner of West Learning Academy
⬇️ Follow me on Twitter & Instagram ⬇️
Invited by: Princess Neugent
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