Successful Business Owner Paying Too Much In Taxes
Are You A Successful Business Owner And Totally Frustrated By The Amount You Pay In Taxes?
Tax compliance is not the same as tax planning. Your CPA or tax preparer may check all the right boxes to help keep you out of trouble, but that’s not enough! This is merely tax compliance. To save money, you need a tax planning strategy.
Keeping the most of what you make is important to your business, and we want that too. We can find the missing opportunities that may be costing you thousands in taxes every year.
Meet Todd Smith!
Todd began his career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique investment firms, as well as larger financial corporations. Since 2010 he has focused on working with CPAs, helping them offer more proactive and holistic planning to their clients. Todd enjoys empowering small business owners and families to design creative wealth creation and preservation strategies in concert with strong CPA partnerships. He currently resides in Colorado Springs with his wife and son. Outside of work, he is an hiker, runner, and occasional hockey player.
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Level 5 Family Office
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