Hi! We look forward to the possibility of assisting you in Paying the Least Tax Legally Possible in 2024!
Tax Strategists of America was created to analyze and implement tax strategy.
Our mission is to help our clients pay the least tax legally possible by creating a custom tax strategy plan for you, implementing the strategies included in your package, if applicable, creating and providing all of the support needed for the IRS. We also analyze your eligiblity for 4 additional credits/strategies, called Treasure Hunts. Most Treasure Hunt implementation requires a third-party specialist and this is not included in the package cost.
Most of our data gathering is done via surveys. If you prefer calls instead, you may schedule calls with a warrior guide who will assist you in navigating the journey and submitting the data we are requesting.
Education is also extremely important, therefore your package includes the Business Acquisitions Intensive, the Real Estate Intensive, Carlotta's Tax Course and Carlotta also hosts How Can I Deduct That? Monthly Group Calls where you can get your questions answered along with learning new things you never thought were a deduction.
The Done For You Implementation program also receives access to our tax strategists weekly office hours that you may submit your tax strategy questions to prior to the weekly call or attend live! This is a tax strategy implementation service but we can only implement the strategies with data that has been shared with us. Therefore, the tax savings guarantee that we offer for the DFY Tax Strategy Implementation program depends on your ongoing communication and participation throughout the duration of the program. This program does have hard deadlines that if missed, may void the complimentary tax savings guarantee unless I have communicated in writing to the TSOA team prior to the deadline.
This is not a bookkeeping, tax preparation, or consulting service. We have bookkeeping and Accounting partners that we can refer you to in case you need one on one tax strategy consulting, tax preparation, or accounting services.