About
Do you think you pay too much tax? Are you confident you’re taking advantage of every legal break? Do you wish your tax advisor did more than just file your tax return?
I’ve got bad news; I’ve got good news; and I’ve got more bad news.
The bad news is, you’re right. You do pay too much tax. You’re probably not taking advantage of every legal deduction. And most tax professionals do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms.
The good news is, you don’t have to feel that way. You just need a better plan. Planning is the key to beating the IRS, legally.
The “more” bad news is that time is running out. Some of the most valuable strategies have to be put in place by midnight on December 31. Otherwise, like Cinderella’s carriage turning into a pumpkin, you lose them forever!
Our tax coaching service gives you a plain-English plan for minimizing your tax. I can’t predict how much tax coaching might save you. But clients just like you have used these strategies to save thousands, year after year. You owe it to yourself to make sure you’re not missing any legal deductions.
I will contact you soon to schedule a brief telephone appointment with you or your appropriate representative. If you have any questions, you can reach me at (866) 248-4829).
I solve tax problems! As an Enrolled Agent, I help small business owners pay less tax and have more money available to reinvest into their business, find money to save for retirement, or just have more money to do the things they want to do. In my 13 years helping people solve tax problems, I have seen more workers become small business owners. My clients have found that good tax planning is life changing, and sets small business owners onto the path to greater profitability and financial security. I work with IT Consultants, building contractors, caterers, small manufacturers and craftsman and show them how to take advantage of tax incentives that most tax professionals miss or don’t understand how to apply.
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Frequently asked questions
What is your typical process for working with a new customer?
First, once a proposal is approved by the Client, a CITITAX Associate will collect the client's contact information and send an Adobe Tax Organizer sheet to the Client to collect necessary personal information. Once this information has been acquired, the CITITAX Associate will send an Adobe Engagement Letter along with CITITAX's Privacy Policy. Following the Client's approval, an email will be sent to him/her providing access to his/her SecureFilePro folder, to which the Client will be able to upload copies of applicable tax documents (i.e. Previously filed Tax Returns, Copies of W2, Form 1095-C, Form 1098, Form 1099, etc.) and copies of all taxpayers' Driver's Licenses. Once the tax preparation has been completed, a Tax Return Draft will be sent to the Client for review. Once the Draft has been approved by the Client, an E-File Authorization form (Adobe Signature Page) will be sent to him/her. Once the Authorization has been completed by the Client, he/she will receive an invoice via email through which payment for the CITITAX Tax Preparation engagement can be completed. When the payment is authorized, the final Tax Return will be submitted to the IRS and a copy will be uploaded to the Client's SecureFilePro folder by the CITITAX Associate.
What education and/or training do you have that relates to your work?
Degree and Certifications:
Enrolled Agent
MBA in Finance from Columbia Southern University
Bachelors Degree in Accounting from Sullivan University
Certified Acceptance Agent
Licensed Quickbook Pro Advisor