Whitehouse, OH CPA/PFS, CTC / Tax-Free Tax Coach
 
 
 
 
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"Jim changed the entity structure and the Fringe Benefit Health plan that resulted in $50,527 in tax deductions and $20,211 tax savings over a three-year period."  - P.H., Perrysburg

 

"I am an accountant and used TurboTax.  Jim showed me how to save $891!  Net of my fees and the money I wasted on TurboTax, I had a 414% return on my tax prep fee investment.  The best investment I ever made!" - T.Z., Maumee

 

"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

 

 

"Jim showed me how to restructure the way my investment advisor had us saving for retirement and saved us over $400 in taxes this year.  Over 5 years that's $2,000.  He explained how restructuring will give us more spendable income during retirement.  That's important to me. -  R.C., Whitehouse

 

 

"We wanted to get our mortgage paid off.  Jim showed us a technique that accelerates the pay-off without any change in spending habits." - B.B., Monroe

 

 

"Five years in business until I found Jim and he showed me how I could deduct an additional $10,000 of expenses by implementing 2 tax strategies no one had ever told me about" - K.M., Swanton.

 

 

"Jim reviewed my business purchase agreement and restructured it to save $52,500.  He then monitored my business and incorporated tax strategies that saved $2,900 in the first six months" - J.A., Waterville

 

Sixteen Common Sense Listening Tips

  1. Let others tell their own stories first.
  2. It is impossible to listen and talk at the same time
  3. Listen for the main ideas.
  4. Be sensitive to your emotional deaf spots.
  5. Fight off distrations.
  6. Do not trust to memeory certain data that may be important.
  7. React to the message, not the person.
  8. Try to appreciate the emotion behind th words more than the literal meaning of the words.
  9. Use feedback.
  10. Listen selectively.
  11. Relax.
  12. Try not to be critical of the other person's point of view.
  13. Listen attentively.
  14. Create a positive listening environment.
  15. Ask questions.
  16. Be motivated to listen.

Dr. Tony Alessandra

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 produces tangible results.

 
 
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