MINIMIZE TAXES MAXIMIZE GCI
Helping 6-figure Real Estate Agents reduce taxes, achieve financial goals, and accelerate wealth.
It's Time To Take Control Of Your Taxes
You work hard to get your clients to the closing table. The satisfaction of matching a client with a perfect home, or helping a client sell a current home to move to the next stage of life is very rewarding. You take pride in being a trusted advisor and enjoy creating meaningful and long-lasting relationships. You love being a Real Estate Agent. The taxes though…
Real Estate Agents are independent contractors, business owners, entrepreneurs. That means you’re paying more taxes than a W-2 employee (hello self-employment taxes). It also means that you have a wealth of tax strategies available to you. Knowing which strategies to apply to reduce your taxes and keep more of your GCI in your pocket is paramount to your financial growth.
How Can A Customized Tax Plan Help Me?
- Increase your net worth
- Start/Grow your real estate portfolio
- Expand and grow your business
- Reduce your tax bill
- Create passive income
- Pay for your children’s education
- Get out of the “rat race”
- Plan for retirement
- Create an exit strategy for your business
Mariana Vale
Tax Strategist
Hi, I’m Mariana! I’m an enrolled agent (EA) guiding Real Estate Agents through the complex world of taxes.
In case you’re wondering, an EA is a professional who has earned the privilege of representing taxpayers before the Internal Revenue Service. It is the highest credential awarded by the IRS.
Top that with being a REALTOR® myself. Combining my tax and industry knowledge, allows me to shine light in areas that go beyond tax preparation.
Why Work With Me?
Legally reduce taxes and save money
Customized Tax Plan Aligned With Your Goals
Enhanced wealth building capabilities
Support During Tax Filing And Beyond
CERTIFIED TAX COACH VS OTHER TAX PROS
CERTIFIED TAX COACH
- Coaching and PROACTIVE strategies to build your future
- Confidence knowing you are paying the least amount of taxes legally possible
- A customized strategy created just for you using current solutions
- Flexible plans that incorporate new laws and adapt as your situation changes
- Ongoing support to give directions and accountability through goal setting
OTHER TAX PROS
- Reactive, “after the fact”planning
- Tax surprises with a feeling of no control
- Same old solutions
- No planning, overpaying taxes
- Limited contact except at tax time
You Qualify For A Tax Plan If You…
- are tired of of overpaying taxes
- want to make better financial choices
- want to accelerate wealth
- want to take control of your business
- want peace of mind
- want a committed advisor who understands your business
If any of the options above apply to you
