93% of Business Owners Overpay Their Taxes. Are You One of Them?
When was the last time your tax professional called and said, "I have an idea that will save you money?"
93% of Business Owners Overpay Their Taxes. Are You One of Them?
When was the last time your tax professional called and said, "I have an idea that will save you money?"
Why Do So Many Business Owners Overpay Their Taxes?
A survey published in Forbes magazine showed 93% of business owners pay more tax than they’re legally required to pay. How can that be when most of them have perfectly competent accountants working on their behalf? The answer is that, while most tax professionals do a perfectly good job putting the “right” numbers in the “right” boxes on the “right forms,” that’s when they call it a day. They don’t have the time, the training, or the temperament to help you go beyond mere numbers in boxes.
They tell you how much you owe. But they don’t tell you how to pay less.
Want more proof? Ask yourself, when was the last time your tax pro came to you with an idea to save money? If the answer is “never,” then you’re in that 93% that are paying too much! That's why we offer:
No cost, no obligation discovery call
Plans created by a nationally recognized team of experts
Results guaranteed - it's like heads you win, tails you don't lose
Lowering Your Taxes Works Just Like Going to the Doctor
Most business owners have never done any sort of formal tax planning, so they have no idea how it works. Our process works the same way as what happens when you visit the doctor because you’re sick. Typically, three things happen:
First, the doctor examines you and diagnoses the problem. Does your stomach hurt? Maybe it’s food poisoning. Maybe it’s something more serious. Maybe it’s really bad. Regardless, the doctor has to figure out what the problem is before they can solve it.
Next, the doctor prescribes the solution. What’s it going to take to fix the problem they diagnosed in Step One?
Finally, someone has to fill that prescription. That might involve a trip to the pharmacy for medication. It might mean surgery. It might mean physical therapy. But if the problem is serious, it’s not just going to fix itself.
A Proven Methodology to Help You Pay Less...
Legally. Morally. Ethically.
There’s no cost for us to walk you through our Discovery Call and submit your returns to our team of experts. If you qualify for our service, we’ll tell you upfront exactly how much we’ll save. In fact, we’ll guarantee it, or you’ll get part or all of your money back. It’s like flipping a coin where the rules are “heads you win, tails you don’t lose.” There’s literally no risk to get the ball rolling.
First, we diagnose the "patient"
The “diagnosis” starts with a Discovery Call. We’ll ask you questions about your goals and resources to better understand your situation. Then we’ll review your business and personal tax returns and any supporting documents like investment portfolio statements. That’s how we spot the mistakes and missed opportunities that cost you taxes you don't have to pay.
Next, we write the "prescription"
The prescription takes the form of a written Tax Reduction Plan that introduces you to the strategies you’re missing. Our specialists will use the information gathered in the first step to identify every possible deduction and strategy to achieve the maximum possible savings. And the results are GUARANTEED.
Finally, we "fill" the prescription
We work with our affiliated CPA firm and a team of nationally recognized experts to fill your prescription. From Employee Retention Credits, to Research and Development Credits, to capital gains tax deferral and advanced strategies leveraging trusts and charitable foundations - we work with the best of the best to ensure we meet our guaranteed savings promise.
Dennis Drake helps successful people save money through the use of advanced tax strategies
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus lacus
34
Years of Experience
1,000+
Happy Clients
$100m+
Returns Generated
$25m+
Savings Realized
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus lacus ligula, iaculis non lacinia non, eleifend eu ante. Suspendisse varius finibus nunc sollicitudin egestas.
4.8
5, 432 Customer Reviews
A+
987 Positive Reviews
George Owens
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque nisi nunc, tincidunt non nibh non, ullamcorper facilisis lectus. Sed accumsan metus viverra turpis faucibus, id elementum tellus suscipit. Duis ac dolor nec odio
Max Tanner
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque nisi nunc, tincidunt non nibh non, ullamcorper facilisis lectus. Sed accumsan metus viverra turpis faucibus, id elementum tellus suscipit. Duis ac dolor nec odio
Kim Wexler
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque nisi nunc, tincidunt non nibh non, ullamcorper facilisis lectus. Sed accumsan metus viverra turpis faucibus, id elementum tellus suscipit. Duis ac dolor nec odio
Billy Jackson
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque nisi nunc, tincidunt non nibh non, ullamcorper facilisis lectus. Sed accumsan metus viverra turpis faucibus, id elementum tellus suscipit. Duis ac dolor nec odio
About Dennis Drake
As the founder and CEO, Dennis and his team at the SMART Family Office have been teaching business owners, executives, high net worth individuals, retirees and pre-retirees how to reduce and/or eliminate taxes in retirement, protect their assets, set up guaranteed retirement income streams and efficiently pass on their wealth for over 30 years.
Dennis has taught continuing education courses to Insurance Agents, Attorneys as well as CPA’s. He has also done numerous education seminars for the general public and has taught the
course “The Power of Zero Taxes in Retirement” at Del-Tech college.
“I’ve been in practice for 34 years. I am the only financial advisor in the tri-state area that is a Certified Tax and Business Planning Advisor. I’m also one of the only advisors in the entire region that offers a virtual family office practice - that means we offer every facet of financial planning including tax, estate, wealth management, asset protection, legacy planning, retirement, planning, etc. And, as the Managing Director for all of these financial services, I have systems in place that allow me to keep my finger on the pulse of every plan we put in place so that I can ensure predictable success. Teamwork makes the dream work!”
Copyright© 2023 Excel Empire. All Rights Reserved. See disclaimers here.
dennis@theSMARTfamilyoffice.com