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ProActive Tax Strategy

Be Proactive!

Planning is the key to successfully reducing your tax liability.

Juli R. Martin, CPA, CTC is one of just 400 tax professionals to have earned the Certified Tax Coachâ„¢ designation.

What does this mean to you?

It means we are qualified to offer you a Certified Tax Coach â„¢ ProActive Tax Strategy, which includes:

  • Customized Tax Strategy for YOUR Circumstances
  • Step-by-step Action plan for You to Implement Your Strategy
  • Follow-up Consultation to Monitor Your Progress
  • Forms, Checklists, and Implementation Guides

We have hundreds of clients who pay thousands less in tax now than before they met us. Become one of them today!

This service is offered as part of our comprehensive packages. Click Here to get started.