You’ve heard of people playing the tax game– basically using the tax code to their advantage to pay less in taxes while accumulating assets year after year. Wouldn’t it be nice to have all your numbers (W2s, investments, business income, rentals) in one place so you could figure it all out? 

The truth is, it is nearly impossible to get an accurate view of your tax situation without either putting it all in tax prep software or having some sort of tax planning software.

This doesn’t completely replace working with a professional, but it’s a really fun way for business owners to learn more and get some ideas they may not have thought about before. We can help you with the implementation. Try it out and let us know what you think!