James B. Curtis Email & Phone Number

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/

Listed skills include Accounting, Tax Preparation, Small Business, Quickbooks, and 28 others.