Tracy Coffman Email & Phone Number

Business owners often overpay on taxes, with over 90% doing so annually, despite only 30% recognizing it. The Tax Code, amended over 4,000 times in the past decade, has become complex, leading to missed opportunities for even excellent CPAs. This complexity offers an opening for advanced Tax Planning partnerships to deliver superior results.As a Private Wealth Advisor, my team and I devise holistic strategies to legally reduce tax bills, diversify and protect assets, and maximize freedom through CPA partnerships for successful business owners. Clients approach us when facing unnecessary taxes, missed planning opportunities, and the desire to optimize wealth while minimizing risks.Working with us, clients receive:🎯 Comprehensive financial expertise for both business and personal life🎯 Guided organization and accountability, simplifying their lives🎯 Significant reduction in tax burden for optimized cash flow🎯 Clear path for maximizing wealth from their business🎯 Confidence and peace of mind as they pursue their desired life.Reach out via LinkedIn or schedule a 15-minute discovery call to discuss your unique situation and opportunities. Calendar link: https://calendly.com/tracy-coffman/vfo-austinFor CPAs and Enrolled Agents, as a Team-Based Model Consultant, I assist in:✅ Reducing risks associated with client referrals to third parties✅ Enhancing client relationships with a forward-looking, proactive approach✅ Boosting client satisfaction, retention, and organic growth with a compelling storyRecent economic conditions demand CPAs to become proactive "most trusted business advisors." As a Team-Based Model Consultant, I help navigate this reality. Utilizing a Virtual Family Office, partner with specialists in wealth management, tax planning, risk mitigation, business advisory, and legal fields to address opportunities for your best clients.Note: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling and Fusion Capital Management DBA Tracy Coffman Financial are not affiliated companies.

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  Advanced Planning Lead

  Vfo-Austin

  Aug 2004 - Present - Austin, Texas, United States

  Collaborate with CPAs and accounting professionals to become the "Most Relevant Advisor" for business owners and HNW clients.