James B. Curtis

James B. Curtis Email and Phone Number

Chief Executive Officer @ Pea Ridge, AR, US
Pea Ridge, AR, US
James B. Curtis's Location
Champlin, Minnesota, United States, United States
James B. Curtis's Contact Details

James B. Curtis work email

James B. Curtis personal email

n/a

James B. Curtis phone numbers

About James B. Curtis

WANT TO REDUCE YOUR TAX LIABILITY? When was the last time your CPA or Tax Planner asked if you were paying too much in taxes?- I help individuals and businesses reduce their tax liability, make business entities more tax efficient and educate them how to accumulate wealth.WHAT I SPECIALIZE IN:● Tax Preparation & Planning● Tax Problem Assistance● Tax Planning StrategiesWHY PEOPLE HIRE ME:✔ Accomplished tax planner - saving my client's thousands through strategic planning✔ Saved a client 56K in Federal Tax, using different strategies (maxed out retirement savings, accelerated expenses, & deferred income).✔ Saved a client 120K in Fed Tax liability through maximizing retirement accounts (purchase a rental property, restructured business entity).✔ Taken old 401K accounts and rolled over to self-directed traditional IRA accounts to buy real estate, businesses, buildings and other companies all with no tax implications.✔ Saved 12K in self-employment tax by making an S election from LLC✔ Able to set-up reimbursement of unreimbursed medical expenses by utilizing a health reimbursement account.✔ Created an individual retirement account who was not able to gain one through his employer by setting up a business, managing property, and he was able to contribute 53K in one year and pay no income tax!HOW:We focus on strategy thought the year to reduce tax liability - monthly tax planning is key.We use proprietary software to determine taxable income and project tax liability – then we utilize up to 40 different strategies to reduce the liability.There are only about 300 planners in the US that use this software and we’ve saved our clients over 150K just last year.WHEN: The time is now...don't delay in learning how to reduce your tax liability. Email me to schedule a consultation. Jim@jbctaxpro.comVisit our website: http://www.jbctaxpro.com/

James B. Curtis's Current Company Details
Curtis Advisors

Curtis Advisors

Chief Executive Officer
Pea Ridge, AR, US
James B. Curtis Work Experience Details
  • Curtis Advisors
    Chief Executive Officer
    Curtis Advisors
    Pea Ridge, Ar, Us
  • Curtis Financial
    President
    Curtis Financial Sep 1994 - Present
    Greater Minneapolis-St. Paul Area
    OUR MISSION IS SIMPLE:We help individuals and businesses achieve their financial goals through comprehensive tax planning strategies and teaching sound financial business processes that run efficiently allowing you to accumulate wealth and leave a legacy.WHO WE SERVE BEST:Business Clients 100K-1M with 5 or fewer employeesIndividual Clients: small business or owners of rental properties► We serve several different industries & professions: Physicians, Insurance Agents, Media & Advertising, Landscaping & Outdoor, Consultants, Attorneys, Real Estate Professionals, Software, Independent Contractors, Financial Services &DentistsSCOPE OF OUR SERVICES:► Tax Preparation & Planning• Personal & Business Tax Returns• Estate, Gift & Trust Returns• Out-of-State & Multi-State Returns• Payroll & Sales Tax Reporting• Individual & Business Tax Planning• Authorized IRS E-file Provider► Tax Problem Assistance• IRS & State Audit Representation• Appeals & Collections• Non-Filers• Prior-Year or Amended Returns• Responding to IRS Inquiries• Lien & Levy Releases• Offers in Compromise & Payment Plans► Tax Planning Strategies- Making business entities more tax efficient • Reducing tax liability• How to accumulate wealth

James B. Curtis Skills

Accounting Tax Preparation Small Business Quickbooks Tax Returns Corporate Tax Tax Accounting Income Tax Tax Sales Tax Financial Reporting Auditing General Ledger Financial Accounting S Corporations Estate Planning Payroll Taxes Partnership Taxation Irs Quickbooks Proadvsor Financial Statements Financial Analysis Financial Modeling Financial Planning Small Business Financial Management Entity Selection Business Entity Selection Evaluating Business Investments Strategic Planning Strategic Thinking Finance Trusts

Frequently Asked Questions about James B. Curtis

What company does James B. Curtis work for?

James B. Curtis works for Curtis Advisors

What is James B. Curtis's role at the current company?

James B. Curtis's current role is Chief Executive Officer.

What is James B. Curtis's email address?

James B. Curtis's email address is ji****@****pro.com

What is James B. Curtis's direct phone number?

James B. Curtis's direct phone number is +176332*****

What are some of James B. Curtis's interests?

James B. Curtis has interest in Economic Empowerment, Politics, Education, Reading, Golf, Fishing.

What skills is James B. Curtis known for?

James B. Curtis has skills like Accounting, Tax Preparation, Small Business, Quickbooks, Tax Returns, Corporate Tax, Tax Accounting, Income Tax, Tax, Sales Tax, Financial Reporting, Auditing.

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