When was the last time your tax preparer came to you and said, "Here's an idea I think will save you money"?
If you’re like most business owners and professionals, taxes are your biggest single expense.
Are taxes a roadblock to your success?
Too often taxes are dismissed as unavoidable or as the price of success. And too many tax advisors do little more than record history.
The secret to reducing your tax bill is planning! No tax pro can produce the best results with a stack of receipts on April 15. Start today to make sure you get the best possible results!
For example, setting up a Medical Reimbursement Plan could let you write off your child’s braces as a business expense, but after December 31, this and other opportunities expire for the current year.
If you fail to plan, plan to fail.
Call me today at (503) 692-1949 for your free analysis. I’ll help you identify mistakes and hidden opportunities that could be keeping you from financial security.
Then I will design and help you implement innovative, customized tax strategies that allow you to pay the least amount of tax liability legally allowed without raising red audit flags so you can sleep well at night and focus on turning your dreams into reality.
Testimonials
As the owner of a small business, Terri has been a very valuable resource to it and to me personally. She offers many personalized services that you would not get from a large CPA firm.
She has been my accountant for several years. She has assisted my firm’s bookkeeper, prepared my firm’s tax returns, and helped me personally in planning to reduce my taxes and for my later retirement. She is knowledgeable, caring, careful, trustworthy, insightful and responsive. A true professional CPA.
- Thomas K. Wolf, member attorney of Thomas K. Wolf, LLC.
"We wish that we would have been introduced to Terri sooner. Her experience and understanding of not just the tax code, but how the business world operates has proven to be invaluable to our company, and each of us personally."
- Fenn Bourland & Joe Lisac Principals Urbaca Salon