Discover who we are, how to contact us, how our relationship works, and get some amazing tax saving strategies in this first video.
Watch our value based webinar videos to get you moving towards a stress-free tax process and that extra tax savings! Taking the time now to go through all these videos will eliminate a lot more wasted time and stress later.
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Introduction and Company Overview
Joining our Facebook Group will get you access to our community of Incite clients, plus a weekly onboarding webinar exclusive to the group.
Tax Filing and Review Processes
Details on each step in our tax filing process, including what we’ll need from you and what you’ll receive each step of the way.
If you filed a business return for your partnership, this explains how to look at it and what you should review before approving it.
If you filed a business return for your S Corp, this explains how to look at it and what you should review before approving it.
If you filed an individual personal tax return, this explains how to look at your return and what you should review before approving it.
The IRS loves to complicate things. They even found a way to complicate something as simple as extending your taxes.
Not everyone needs to file a 1099, but missing one could cost you big in penalties.
Business Management and Best Practices
Learn about business basics and best practices. Like personal and business bank accounts, accurate records, and basic bookkeeping.
If you need our Income & Expense Tracker for your business and/or any rental property, this video explains how to utilize them.
Learn the various ways to pay yourself as the business owner. You deserve it! Plus learn what not to do.
Just because you started spending money in your first year, doesn’t automatically mean you get a tax benefit. Learn what to do!
Business Tax Strategies
We’ll explain the details of both the home office deduction and the much better strategy we call corporate rent.
An S Corp has major tax benefits, but you need to know how your wage factors in to make sure you don’t get in trouble with the IRS.
We want to help you learn all about your tax savings even if you don’t end up having very much revenue in your business!
We’ll explain the difference between a business deduction and a tax credit. Including how they may or may not improve your tax savings.
Retirement and Long-Term Planning
Plan for retirement now. The process begins with understanding the pros and cons of the various accounts – IRAs, ROTHs, SEPs, 401Ks.
Understand the differences between depreciation and amortization to know how they affect you, especially for long-term planning.
Real Estate Tax Strategies
How to know if you should be structured as an LLC or an S Corp. Including if there’s any benefit to having a real estate license.
An overview of what exactly a real estate professional status is.
Let us teach you what to do, in terms of your taxes, if you are implementing the “buy and hold” real estate strategy.
The IRS has technically 4 types of short term rentals. How do you know what type of rental property you have?
Going over the accounting and tax outcome of flipping real estate. Plus what entity is best for this type of business.
If you are in real estate, we teach you what you need to know about cost segregation!
Tax Rates, Payments, and Strategies
We’re talking strictly about income tax estimated quarterly payments to understand what they are and how they may apply to your situation.
Understand the difference between your effective tax rate and your marginal tax rate and why it’s important for you to know.
How capital gains work so you won’t be caught off guard. Also how they affect stock traders and real estate.
If you trade stocks, you’ve likely heard about the Professional Stock Trader Tax Status. Learn how the tax rules apply to your stock trades.
We walk you through the powerful debt snowball method and provide you with a tool to do your own debt snowball.
Debt Management
We walk you through the powerful debt snowball method and provide you with a tool to do your own debt snowball.
BONUS RESOURCES
Instant downloads curated for you!
The Complete Guide to Tax Deductions!
Your guide to understanding business expenses and deductions to help you maximize your tax savings.
FREE
Join our Online Community
The Grow Your Wealth online community is a place where you can learn from our experienced tax professionals in a quick and valuable way. Plus you can glean insight from other business owner's questions and situations. It's also the exclusive location for a weekly live onboarding webinar. Join now so you don't miss out.