The Tax Planning for Wealth Preservation Project
Do you want to keep more of your money from the IRS?
Learn the best tax reduction strategies that you can legally take to reduce how much you legally pay to the government. In this Tax Planning For Wealth Preservation Project, you will learn the best strategies to reduce your personal income taxes. As a business owner you will learn the right legal entity to set up for the maximum deductions. You will learn how to legally document, write off your business expenses and audit proof your write-offs.
Here is a synopsis of what you can expect
How income taxes work for individuals and how to maximize your annual deductions
The best legal entity a business should establish in order to get the maximum benefits and tax deductions
Process for documenting and writing off your expenses legally, even those tricky expense that you must get right
How to avoid an IRS audit, and if audited how to successfully pass the audit with confidence
Small Group Coaching - each week live coaching sessions will provide guidance to ensure that you remain on track in achieving your goals. You will always have access to a recording of each session
Bonuses
01
Bonus
Automatically track mileage, business expenses and other deductions
02
Bonus
The DIY tax planning workbook
03
Bonus
Workbook to document your expenses and audit proof your business.
04
Bonus
Legal entity flowchart
Facebook Community
Achieving your goal is our #1 priority, therefore having a 24/7 community with like minded individuals to strategize and support each other will help stay motivated and get to your goals quicker.​
Bi-weekly Live Q&A
Every two weeks, we hold a live Q&A session to answer all your questions. You will always have access to a recording of each session.
Hi, I' m Tanya Taylor
CPA, MBA
My Mission is to equip women and families in marginalized communities with the tools to manage bad debt, create wealth, enjoy life and leave a legacy for generations.
There is no straight path to wealth. Everyone's journey is individualized and so is everyone's wealth roadmap!
The Tax Planning for Wealth Preservation Project
USD $1,997
Actual Price - USD $2,997
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The Wealth Trifecta
Pay Fully -$1997
Regular Price -$2,997
$1200/ 2 Monthly Installments
This foundational program provides you with all the basics that you will need to jumpstart your personal financial journey. Here you will learn
- How to create a wealthy mindset
- The fundamentals of personal finance
- Creating a budget you love
- Improving your credit
- Managing your bad debt
- Access to private Facebook Group
- 2x monthly live Q&A calls
- Submit a question every week
The Grow Your Wealth Inner Circle
Pay Fully -$3,997
Regular Price -$7000
$2250/ 2 Monthly Installments
In this membership, you have mastered the foundations of The Wealth Trifecta, and it is time to being to grow your wealth 10x.
- Everything in The Wealth Trifecta
- How to invest in the stock market
- How to start and fund a businesses
- How to turn your hobby into a business
- How to purchase a home
- Bonus Car Buying & Vacation Courses
- Access to private Facebook Group
- 2x monthly live Q&A calls
- Submit a question every week
The WealthBuilders Circle Accelerator
Pay Fully - $6000
Regular Price -$10,000
This VIP financial coaching program is by application only. It will accelerate your growth from the start by taking all the guesswork out of your journey to financial freedom. You will learn to invest and protect your wealth.
- Everything in The Grow Your Wealth Inner Circle
- Build your own personal wealth roadmap
- Protect your wealth through risk management and tax planning
- Children & finances
- Access to private Facebook Group
- Weekly small group coaching
- Milestone one-on-one sessions
