Your Tax Coaching Experience
Do You Pay TOO Much Tax? 
Odds are you do. Let us show you how to:
**Maximize tax deductions to increase income.
** Legally, morally & ethically fix missed opportunites.
** Optimize the new ROTH conversion rule.
Once you've filled out your 'Tax Plan Checklist', at no cost to you, we'll set up a complimentary tax review. Included in the review is a detailed, personalized "Tax Reduction Report" that coincides with our 'Tax Coaching' philosophy.
The tax system can be complex and feel like quite the daunting task at times. There are numerous decisions that must be made that are unique to each individual's circumstances. Making generalizations when it comes to tax planning is typically not the best approach.
Tax Coaching
However, there is one sole method that we are able to utilize for all of our clients at Erickson Wealth & Tax Management, and it is proactive tax planning. Proactive tax planning means scouring your income and expenses for every available deduction, credit or opportunity in order for you, our client, to save money.
Traditional tax planning crunches numbers to illustrate 'what-if' scenarios based on future assumptions. More times than not these numbers are dry and tend to be in more detail than you need or want. Our method of 'Tax Coaching' allows our clients to obtain taxing savings through our straightforward, proactive planning process.
We offer 'Tax Coaching' for all small businesses and individuals, as well as bundled deals for our investment clients. Our process includes an initial consultation, review of prior year's tax returns and a tax interview which quizzes clients on their families and homes, jobs, businesses and investments. Based on your individual assessment we recommend specific strategies and concepts that will deliver tax savings.
Fees start at $500 tax-deductible dollars. Coaching also includes a detailed, personalized written report and ongoing maintenance for changing tax laws.
Our 'Tax Coaching' service gives you a plan for beating the IRS. Legally. Call us at 206-284-9900 to set up an initial consultation.
How Many of These Tax Mistakes Do You or Your Current Tax Preparer Make?
- Failing to Plan: Developing a straightforward plan is key to a strong financial defense.
- Mistaking "Proactive" for "Aggressive": No 'red flags' or 'gray areas' that will cause an IRS audit.
- Too Much Employment Tax: How can you pay less?
- Wrong Retirement Plan: What's the best plan for you?
- Missing Family Employment: Hiring family can cut your tax.
- Missing Medical Expenses: Pay family medical bills with tax free dollars!
- Missing a Home Office: Even if you have an outside office you may qualify.
- Missing Car Expenses: Are you making the "mileage allowance" mistake?
- Missing Meal/Entertainment: Do you know how to maximize them?
- Missing a good Tax Coach: That's where we come in!
Call 206-284-9900 now for your complimentary confidential review!
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Tax Services
We are an IRS-approved e-service provider. This means we can file all electronically accepted returns, and, in most cases you don't have to mail anything to the IRS.
Individuals
Form 1040 and all related schedules, for individuals, self-employed individuals, and one member LLCs. We assist in proactive planning for minimizing your quarterly estimated payments to avoid IRS underpayment penalties.
Partnerships
Form 1065 and all related schedules including K1s for partnerships, two or more member LLCs, and LLPs.
We can take your through the process for Seattle Incorporation and set up new entities, like LLCs, for your new business. Also, with a Certified Quickbooks Proadvisor on staff, we provide setup, troubleshooting, and one-time consultations for your accounting needs.
Corporations
Forms 1120 and 1120s and all related schedules for all forms of corporations.
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