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Tax Coaching for Real Estate Agents

  • Approximately 60 page full-color custom tax plan presented in professional binder

  • Uses only general client data such as age, marital status, dependent information, adjusted gross income, business income and retirement and other savings account balances to suggest tax-saving strategies - no need for personal data such as SSN's or account numbers

  • Also considers future plans such as college expenses or retirement to suggest tax-strategy implementations now to reach your goals

  • Is full of tax-saving tips that you can start using right now

  • Predicts $ savings calculated with client's tax rate and available tax strategies

  • Explains basic tax rules and regulations in easy-to-understand terms
 
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