What is Strategic Tax Coaching “STC”?
Strategic Tax Coaching is the proprietary process by which FreedomFolio has saved over $1 Billion in taxes for business owners and entrepreneurs. The “STC” process is a way for business owners and high w2 earned to utilize legal strategies to reduce their taxes to the legal minimum. It is the same kind of tax, entity, legal, and insurance strategies that Trump, Elon Musk, Jeff Bezos, and other successful entrepreneurs around the globe utilize to keep more money in their pockets.
It is only meant for business owners, self-employed individuals, and high-wage earners who:
- Gross revenue over at least: $1Million/year
- Take home (net) at least: $300k+/year
- Who are paying at least: $100k/year in taxes
- Who are ok with being aggressive yet 100% legal
- Who are ready to take action and implement to see massive tax savings
Our proprietary Strategic Tax Coaching program guarantees, in writing, a 3X’s ROI on every client who implements our strategies or your money back.
Take back control of your tax dollars – above board, legally, and with IRS backup.
We believe that business owners are the backbone of this country. Business owners create jobs, create wealth, create freedom, create security, and create happiness. Business owners are drowning in more and more regulations and governmental taxes, thus keeping less for themselves at the end of the day.
Our clients only pay an AVERAGE of 6.92% in taxes per year We’ve saved our clients over $1 Billion in taxes so far (and counting!) We’ve prepared over 4700+ cases with only 2 cases ever audited (both with “No Change” Approval by the IRS) So, why are you still overpaying your taxes? Because your CPA said there was nothing else you can do? Let us prove your CPA wrong!
Strategic Tax Coaches don’t wait until tax season to get to work. We start in January every year to proactively cut your tax bill by thousands with an exclusive proactive tax planning process so you save money year-round.
Strategic Tax Coachesare experts in helping business owners and investors who are searching for IRS-approved and Audit proven strategies that save time and money.
Strategic Tax Coaches don’t assume you’re paying the least amount of tax legally allowed. They know you are and can prove it!
What Does An STC Get For Me?
Pay the minimum tax you legally owe and not a penny more
Increase your financial wealth and holdings
Create more cash flow in your business and personal life
A proactive plan for upcoming big life events and their tax impacts
Together let’s create a customized plan for you, your business, and your family that will allow you to:
Our team of highly trained Strategic Tax Coaching experts, led by Shanli Liu, CPA, MTax, Certified Tax Coach (CTC), Certified Tax Strategist (STC), use our exclusive STC program to reduce your taxes, free up cash flow, help you accomplish financial goals for your cash, and get more money in your pocket today! Most CPAs use only a handful of tax deductions. Our team has created our proprietary STC process offering over 400+ pre-approved and vetted IRS strategies for business owners and the self-employed to cut thousands (and in some cases even millions of dollars) off their tax bill every single year!
What most taxpayers don’t realize is that their CPA or accountant is a “compliance” accountant. They do an amazing job of preparing the returns, but they don’t do any real planning! FreedomFolio starts all new clients with a Strategic Tax Coaching program so that we ENSURE that you pay the minimum taxes legally required every single year! We want you to be keeping every last penny in your pocket (not the government’s!)
So, What Does the STC Program Get Me That My CPA Doesn't?
Strategic Tax Coach “STC”
Coaching and PROACTIVE strategies to build your future
Confidence knowing you are paying the least amount of tax possible
A customized strategy created to meet your specific goals
Ongoing Support
A team of advisers to give direction and accountability through goal setting
Legal Code “backup” of every strategy
Entity Diagrams and Charts and Checklists to ensure you know every step
Other Tax Professionals
Reactive, “after the fact” planning
Outdated information and outdated planning
Tax surprises with a feeling of no control
Same old solutions
Overpaying Tax
“Basic” Tax Strategy – Let’s Buy Another Car!
Limited contact with you except at tax time
Check out some real Case Studies
Here are some of the most common questions that we get about our STC program:
How will FreedomFolio get result that no other CPA firm will get for their client?
In addition to the required annual continuing Education that most CPAs receive, FreedoFolio focuses on intensive ProActive Tax Strategy training. We efficiently provide the highest results for our clients while providing good education and communication. We are ranked in the Top 1% in the USA for Tax Strategy – so let us put all this education to good use for you and your business!
After I have submitted my completed Tax Questionnaire,my documents, and my fee for the strategy what happens next?
However strategic tax coaching is devouring information that you have provided and begin to give you strategies that can be implemented right away. Typically, the sooner you start strategies, the the greater amount of dollars you are able to save over the span of the year. You will also then be set up on a regular schedule with one of our personal coaches. They are there to help guide you through any questions you may have and help you implement the strategies so that you can get your savings the maximum amount for each and every year.
Why do I have to complete this questionaire?
We produce the best results for our clients when we first understand where our clients are and where they want to be. We do that by having all clients fill out this questionnaire. It’s a simplified guide that helps us work with you completely and straightforwardly. Each part of the questionnaire is critical. So please, fill this questionnaire out to the best of your ability. Even small numbers can make a big difference in your tax savings.
What happen after strategy?
After you’ve completed the entire tax strategy process, you will then move into one of our tax maintenance plans to ensure you never overpay a dime of tax again! Tax Maintenance provided by the FreedomFolio includes, but is not limited to, the following:
-Monthly analysis of your bookkeeper’s financial statements to ensure that they are correct and in accordance with the strategy that has been developed for you
-Advice on and revision of your current tax strategy when needed due to changes in your circumstances or changes in tax laws
-Preparation of your business and personal tax returns
-Tax Consulting to educate and empower you in your own tax strategy and financial plan.
-Specified phone time with your personal FreedomFolio Tax Coach
-E-Mail question and answer sessions
-Other items as agreed to and needed for each client
Who prepares mhy strategy?
The FreedomFolio Strategy Team includes tax professionals who are certified in ProActive Tax Strategies and who generally have a minimum of 5 years of experience in specialized tax planning.
Who I wil talk to ?
Once your tax strategy evaluation has been formulated by the FreedomFolio Strategy Team, we will email you to schedule your review appointment. Your Coaching team will go over the results of your tax strategy evaluation, what is needed to implement the plan and answer questions related to your tax planning.
What do I get for the money ?I spend
-We organize your data, analyze your current financial situation in light of your personal goals, and develop your personalized tax strategy using our trademarked Strategic Tax Coach system and our FreedomFolio strategy tools.
-We then communicate the results of our findings, explain your strategy details and discuss the financial benefits your plan can provide in a 90-minute strategy session. Your strategy session can be completed in person or over the telephone and internet (typically Skype for clients outside Arizona local area). During this time, we will answer your questions related to your tax plan and its implementation. We will show you during this session how your custom-designed plan can deliver the specific results you are seeking.
-In addition, we then send out a detailed tax plan report along with action steps that need to be performed to implement the strategy along with a visual diagram of your new tax plan.
-Additional assistance is provided ongoing through our private Slack Teams
What if I don't have a team in place to help me?
FreedomFolio offers complete tax and accounting implementation of your strategy. We can assist you in a wide variety of arenas including forming your financial team of advisors, preparing your annual taxes, preparing monthly bookkeeping, sales taxes, and even payroll needs!
What is holding you back from saving thousands every year?
FreedomFolio is not a high-pressure organization because, to be honest with you, we only want to work with people who want to help themselves. We work with action-takers who are ready to implement and move forward on tax strategies to save themselves and their families hundreds of thousands of dollars every year. If this is you, what are you waiting for? We can’t wait to speak with you, so book now!
Again, if you are NOT a business owner, self-employed individual, or high wage earner who:
Takes home (net) $300k+/year
Who pays at least $100k/year in taxes.
Who is ready to take action and implement to see massive tax savings
Please do NOT book a call for this program.