The Taxes For Consultants Letter

Tax Planning + A Dash of Sarcasm. That’s My Sweet Spot.

Each month I write a letter to consultants to help you understand taxes, improve your business and personal finances, and get back to focusing on what makes you money. If that’s something you’d like then you’ll probably enjoy The Taxes For Consultants Letter.

Each Letter Includes

  • A Plain-English Breakdown of a Tax Topic for Consultants

  • How to Apply it to Your Planning

  • A Chance to Submit Questions

Here are a few resources to get you started…

You probably have a one or two key questions today. Feel free to use these resources and stay on top of new questions by subscribing above.

A little about me…

I’m a CFP® Professional
(took tests about financial planning)

I’m an IRS Enrolled Agent
(took tests about taxes)

I’m an Accredited Financial Counselor®
(took tests on how to talk to people about money)

I’m passionate about helping people become more independent and making technical topics easier and more fun to talk about. Afterall, you’re here for answers right?

In addition to writing Taxes For Consultants, I co-founded Reach Strategic Wealth and where my partner and I do Tax and Investment Planning for some amazing clients looking for financial freedom. Feel free to go here to learn more about Reach Strategic Wealth and the work there.