A business owner reached out after 23 years with the same CPA.
Yep, twenty-three years.
He had nothing but nice things to say.
"Great guy."
"Always reliable."
"Never had a problem."
But something felt off.
So we ran the numbers.
In just 60 seconds, we found he was overpaying $205,000 this year.
Now, this business owner had been at this income level for 15 years.
$205K x 15 years = a lot of money!!
Gone to the IRS instead of his family, his retirement, or his business.
And his CPA?
Still a "great guy."
Still reliable.
Still filing returns on time.
It still costs him $205k every single year.
Here's what keeps me up at night:
This story isn't unusual. I hear versions of it every single day.
Business owners who think everything's fine because returns get filed and the IRS doesn't complain.
But "fine" isn't the goal. Paying the least legally permissible amount is the goal.
Want to know your number? Tap here now.
No comments:
Post a Comment