Many business owners tell me, “Tax strategy feels like a luxury I can’t afford right now.”
But here’s what I see time and time again: the cost of waiting is far greater than the cost of getting started.
The average coach, consultant, or service-based entrepreneur I work with has been overpaying taxes by $15,000–$40,000 every single year.
One of my clients, Duane, thought his accountant was handling everything correctly—until he started working with me.
“Before working with Catrina, I had an accountant, but they didn’t really dig into tax strategies. Once I started working with her, I could finally see how much more my business could grow with the right financial guidance. In my first year, I saved over $25,000 in taxes that I would have otherwise overpaid.”
Another client, a coach earning $450K annually, was hesitant to invest in a tax strategy. When she finally took the leap, we found that she had overpaid $20,500 in taxes in just one year.
The Difference Between a Tax Preparer, Bookkeeper, CPA, and Tax Strategist
If you’re wondering why your accountant hasn’t caught these issues, it’s likely because you’re working with the wrong professional for the job.
Bookkeeper – Tracks income & expenses, but doesn’t offer tax-saving strategies.
Tax Preparer (CPA or Accountant) – Files your taxes, but focuses on compliance, not savings.
Tax Strategist (That’s Me) – Proactively creates a plan to legally minimize what you owe and increase your profitability.
You’re Already Paying for Tax Strategy—But Who’s Getting the Money?
Right now, you’re either paying the IRS in unnecessary taxes—or an expert who can help you keep more of your money.
That $20,000+ could have gone toward:
Hiring a team member
Expanding your business
Reducing your working hours
Tax strategy isn’t another expense. It’s an investment that stops the financial drain. Subscribe to my newsletter for exclusive tax strategies that help you keep more of what you earn.