Eliminating Taxes and Growing Wealth
You need to stop lining Uncle Sam’s pockets with your hard-earned money so you can grow your business and keep more for your family.
Join TaxElm and we will walk you, step-by-step, through the deductions, methods, and proven strategies to ensure you pay the least tax legally possible!
Tax Savings Blueprint and Training
Custom tax plan built for your situation along with training and implementation guides.
Unlimited Email w/ Accountant
Got a specific question about a tax rule? You’ll have to our team of accountants to get the accounting and tax answers you need.
Annual 1-on-1 Live Consultation
Once a year you get a live meeting with an accountant to discuss anything tax savings you would like. This is your time to get your questions answered live 1-on-1.
Annual Bookkeeping Analysis
Annually you will submit your financials to our team of accountants and we will put together a high level business financials overview report custom to your business.
Monthly Group Webinar and Training
Every month, we host a live, virtual training session on a key tax topic. Join us live and bring your questions or view the training on your own schedule (recordings are added to the tax training library.
Partner Directory and Discounts
You’ll also get exclusive, members-only rates and access to our expert referral network for accounting, bookkeeping, tax preparation, payroll, financial planning, legal, retirement planning, tax resolution, and more!
Our Training Library Includes:
Written Content and Videos
For each module, we’ve taken decades of tax planning experience and broken it down into easy-to-understand videos and explanations.
Implementation Guides
We’ve created step-by-step implementation guides and templates so you can take advantage of the strategy right away in your own business.
Downloads and Templates
Many strategies you need additional documents to fill out and keep on file to support your deductions. We provide these so you have everything you need to successfully implement the strategies important to you.
Tax Savings Blueprint
Our state of the art software sends you through a series of questions to create a custom Tax Savings Blueprint which includes:
- Tax Picture Overview: A complete overview of your income and investment activity.
- Tax Strategies and Estimated Savings: A custom list of tax strategies that you need to implement in your business to pay the least amount in taxes as legally possible. We break it down by strategies you have implemented, strategies to be implemented, and strategies you want to keep in mind for future implementation.
- Roadmap and Training: Direct access to our training library for the strategies specific to you so you can get started right away implementing them and saving taxes.
Unlimited Email w/ Accountant
It is like having an accountant in your back pocket. Get clear, definitive answers to your tax and accounting questions so you never have to worry if you’ve got the real truth. Say goodbye to the days of paying your accountant hourly for simply reading an email and getting you an answer. We are here for you along this entrepreneurial journey.
Annual 1-on-1 Live Consultation
Some things are just better face to face and that is why we include an annual 1-on-1 live meeting with one of our accountants. This is your opportunity to ask away and pick the brain of our team. We open up to the door to you, just let us know what you want to discuss!
Annual Bookkeeping Analysis
Bookkeeping is critical piece to your tax strategy and your business. This is exactly why our team will do a high level business financial analysis for you on an annual basis. You submit your income statement, balance sheet, and general ledger to us and we will give you an overview on thoughts of your bookkeeping system and what adjustments may be necessary.
Monthly Group Webinar and Training
Once a month we will get together as a group and host a live, virtual training session on a key tax topic. Join us live and bring your questions or view the training on your own schedule (recordings are added to the tax library each month). These trainings are directly catered to the requests and needs of our members.
Partner Directory and Discounts
We have been servicing small businesses for a long time and through the years we know exactly the needs of entrepreneurs. We know we cannot help an entrepreneur in every area of their business and that is why we have put in the work to create a partner directory of trusted companies for your various needs.
This includes but is not limited to accounting, bookkeeping, tax preparation, payroll, business retirement plans, financial advisors, attorneys, business valuations, tax credit vendors, sales tax, tax resolution, and so much more.
We have worked with these vendors to provide TaxElm members the best prices avaialble.
Start Saving Taxes Now
Join hundreds of small business owners just like you!
