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Tax Traps E27

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Tax Traps E27

Lawgitimate – Tax Traps covered a lot of great information for business owners. The Tax Goddess and Arizona Tax Advisors provided a lot of excellent information for everyone in every stage of business.

If you want to know about tax traps, tax planning, strategies, and more check out this episode.

Arizona Tax Advisors is a locally owned and operated accounting firm specializing in small business and individual accounting, tax and bookkeeping services. They take time with clients to learn each unique situation so they can ensure the best possible results. They guide clients through ever-changing tax laws to educate, and they identify strategies to minimize tax liability. And yes, they prepare tax returns of all types.

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability. Arizona Tax Advisors reviews and analyzes financial statements and not only shares that information with their clients, but where needed, educates clients so they can better understand and grow their business.

They aren’t just accounting and bookkeeping, they take pride in watching clients grow and succeed. They can help with monthly bookkeeping services, setting up initial accounting systems, cost-containment, tax planning, cash flow budgeting and forecasting.

At Arizona Tax Advisors it is never just about the numbers, but about how they can help each client, through services and education, achieve their dreams of financial success.

Suzy Greenwood has 30 years of business and management experience. Her career has been focused on customer service including creative problem-solving, training, daily operations, and financial management.

She is dedicated to helping individuals and small businesses grow and succeed with best practices including tracking and reporting accurate numbers. Suzy regularly speaks to groups about the impact of the new tax laws on individuals and small businesses. She originated a seminar series, PROJECT: BUSINESS, specific to the needs of small businesses.

Suzy was a nominee for the 2019 Tempe Chamber of Commerce Business Woman of the Year, 2019/20 chair of the Women in Business Council, and 2018/19 chair of the Tempe Chamber of Commerce Ambassadors. Suzy was the 2019 recipient of the Volunteer of the Year Award from the Tempe Chamber of Commerce, and currently serves as Treasurer on their Board of Directors.

Suzy also serves on the Tempe Family YMCA Advisory Board. She brings her experience in business and community to every presentation.

Connect with Suzy on LinkedIn and follow Arizona Tax Advisors on Facebook and Twitter.

What most taxpayers don’t realize is that their CPA or accountant is a compliance accountant: They take the information you give them and put it in the right boxes on the right forms. As CTCs’ – Certified Strategic Tax Coaches and CPAs, Tax Goddess has received specialized training in the areas of the tax code that can be leveraged to your advantage to lower your taxes and save you money.

Tax Goddess analyzes your financial picture, including past tax returns, business activities, and investment goals to pinpoint which portions of the 67,204 pages of the IRS tax code can be used to your advantage. With over $312 million in tax savings for their clients so far Tax Goddess is ranked in the top 3 in the country for Tax Strategy specialist firms.

Shauna A. Wekherlien, CPA, MTax, CTC, CTS is the owner of Tax Goddess Business Services, PC. She is a Certified Public Accountant (AZ), has her Master’s Degree in Taxation from Arizona State University, and is one of the elite Certified Tax Coaches in the USA (1 of just 5 in Arizona). As a Certified Tax Coach, Shauna is trained to lower your taxes to the bare legal minimum and is in the top 1% of Tax Strategists in the country.

Shauna is an author, speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 20+ years of experience and implementing innovative tax solutions for individuals and businesses.

Shauna has been featured on many news and radio stations (CBS, NBC, FOX, ABC, Sonoran Living, The List, KFNX, KFYI, etc.) as well as in many written publications (CNNMoney, The Arizona Republic, Phoenix Women, AZBiz, etc). She has won multiple awards for her ingenuity, leadership, and strength as a female leader in Arizona.

Active in the Scottsdale community, Shauna sits on Boards for professional organizations, as well as donates time and resources to the local Arizona animal shelters and societies. She is an educational Tax Professional who loves to see the light bulb turn on for those she teaches, mentors, and guides. She truly is a “Tax Goddess.”

Shauna’s background is in:

– High Wealth Financial Planning Management (KPMG),
– Business Tax Strategy and Planning (American Express – Tax & Business Services), and
– Wealth Transfer and Business Entity Strategy.

Her areas of expertise include:

– Tax structures and partnerships / S-corporations (How to Setup, Deal with, and Operate S-Corps, Partnerships, Sole Proprietorships, and C-Corps)
– Cash flow / entity fund management (Making sure your bottom line is as high as possible!)
– Real Estate Transactions (Foreclosures, Short Sales, Investing, Fix & Flips, Real Estate Professional Status)
– LLC management (Determining how to move money between entities for the minimum tax owed or largest refund possible!)

She speaks a little bit of Spanish, loves to travel, and has 3 dogs, Mavi (shy one), Shade (the baby), Eos (the destroyer of water sprinklers!) who are her favorite little “monsters.”

Follow Tax Goddess on LinkedIn, Facebook, Twitter and Instagram.

About Your Lawgitimate Hosts

Rochelle Poulton is an attorney and owner of X Firm LLC. Rochelle has been helping people with Credit and Debt issues since 2012, owns several small businesses, and has nearly 20 years of real estate experience.

Rochelle created Lawgitimate to bring in a network of awesome people to raise awareness and educate people about the litany of legal issues she faces everyday at X Firm LLC.

Connect with Rochelle on Linkedin, Facebook and Instagram.

Mike Poulton, with Poulton & Noroian,  draws on his knowledge and experience in other fields to serve his clients. As an experienced science researcher, Mike understands technical issues that many other attorneys cannot, and applies that knowledge for his clients’ benefit. His construction management experience also provides him with a broad knowledge base not only in construction law, but also in regulatory compliance, worker safety, and negotiation.

Michael is licensed to practice law in Arizona and is admitted to practice before the U.S. Federal District Courts in Arizona.

Connect with Mike on LinkedIn.

About X Firm PLLC

We help clients improve their financial lives through strategic financial transaction planning. Whether you want to buy a car, a home, or a building, X Firm can help you reach your goals in 3 easy steps.

We are small but mighty and love helping people get back on track financially. Learn more about us at XFirmLaw.com.