Maximize your tax savings without having to become an expert!

Because you're on this page it's highly likely that you are ready to do something to dramatically reduce your lifetime taxes. You’ve read my book, Paying the Piper, or maybe even have taken the time to go through one of my courses to learn more about this problem.
You’re ready to take the next step but not quite sure where to begin, or simply don’t want to do this by yourself. I can help with that so that you can enjoy peace of mind and have the confidence and sense of security that you’ve done all that you can do to hold on to more of what you’ve saved for so many years.
I take this information very seriously and have the experience to apply the right financial planning principles to arrive at the best solutions for your situation. I’ve done this for many years and can save you a lot of time solving this tax problem.
Here's what will happen when we virtually meet for our personal evaluation and strategy sessions.
First, I’ll request that you send me the Personal Worksheet that you completed during the Live Workshop. If you haven't attended the Live Online Training events, I'll send one in advance for you to work through, and we'll complete it together.
Our first session together lets me get to know you and your situation pretty well. Once I have all the information, I’ll get alone in my 'workshop' and develop a customized game plan for you to save taxes. I'll put together detailed recommendations of specific strategies to give you the best personal outcome.
Here’s what you’ll receive from me:
1. A brief Pre-Engagement phone call so that I can make sure to be able to deliver on my goal of saving you a lot of income taxes. If I don't believe you're a great candidate, I won't waste your time or accept any fees. This service offers a 100% REFUND if I am not able to provide recommendations that create tax savings of TEN TIMES the cost of the service.
2. Once we know that savings is a real probability, we'll schedule a one hour personal one-on-one conference. I'll go through the Worksheet, ask more questions, and begin to formulate our plan.
3. Within a week or so, you'll receive a private and customized Lifetime of Tax Savings game plan. I'll provide you with personalized estimates of your lifetime taxes as you are positioned currently.
4. I'll also give you projections of the estimated lifetime tax savings you’ll potentially enjoy based on the strategy(s) that I’ll present to you. This will be proof that your investment in the consultation was a fantastic investment!
5. I'll also prepare a written summary of the relevant facts surrounding your case. (This will make your case to your advisor or CPA as foundational materials to help them with any implementation you may direct them to do on your behalf.)
6. In addition, you'll receive written recommendations, normally within one week, describing in detail which tax reduction strategies are best for you to implement. I’ll include details of how much, when, how to, etc… All you’ll need to do is implement the plan as I outline for you.
7. A follow-up call to discuss the analysis and recommendations with you. I’ll explain the implementation steps and answer questions you may have. I'll be available on a limited basis for additional time as you begin implementing the recommendations.