An Open Letter to California Business Owners
To Owners of Professional Practices, Owners of Businesses, and Entrepreneurs
Some Business Owners Make More Money and Pay Less Taxes Than Others
Are you really happy with your profits?
Do you know how you are going to improve your profits in this year and next year?
Did you pay too much taxes in last year or in the last three years?
Dear Fellow Business Owner,
Every year without exception, entrepreneurs, professional practice owners, and business owners like you overpay taxes and settle for unsatisfying profits. But believe it or not, some business owners make a lot more and pay a whole lot less in taxes than others.
Why?
It’s because all business advisors, accountants, CPA’s, and tax preparers are NOT the same. Most take a slow, reactive 19th century approach when advising 21st century business owners on business advice and on saving money on their taxes. Some don’t even call their clients back on a timely basis or seem to busy to really care about their client’s business. Some just wait for you to turn over your numbers after the year is over and simply plunk the numbers in the boxes and tell you “you made money so you have to pay a lot of taxes”...
The question is…
Are you sure that your accountant taking the time and the proactive steps to maximize your profits and minimize your taxes every year?
Most small business owners almost always have HIDDEN OPPORTUNITIES in their business where they are losing profits, spending too much, or driving away sales, or not taking that one more step that is the real difference between success and treading water. You may be losing money right now. You need to find these opportunities and improve your bottom line and then you need to keep those improvements in your pocket instead of handing them over to the government.
Wouldn’t you like to increase your take-home profits now, without a dollar’s increase in advertising or an hour’s more work?
Ask yourself these questions…
• If the IRS chooses your returns to audit, are you certain you’ll pass with flying colors?
• Are you absolutely thrilled with the net profits your business is providing you?
• Are you sure you are paying the smallest amount of taxes allowed by law?
• Do you clearly see financial independence in your future? Is your year to year progress satisfactory?
• When you talk with your accountant or CPA, are you getting his or her full attention?
• Does your financial professional really understand YOUR business?
• Is he or she giving you proactive advice that increases profits and reduces taxes?
If you answered ‘no’ to ANY ONE of the above questions, then I urge you to pay attention to what I am about to share because I have for you a very important offer that may help you to keep a LOT more money in your pocket and out of Government hands!
But first, you are probably asking yourself why you should even listen to me about this subject?
I’ve been helping California business owners improve profits, plan intelligently to reduce taxes legally for more than 25 years. I specialize in helping entrepreneurs, independent professionals practice owners, and business owners get out from under government paperwork and red tape; and improve profits, cash flow, and take-home pay; reduce taxes, to maximize the value of their business and personal wealth.
As a former CFO and CEO of several successful multi-million dollar businesses and as a business leader brought in to drive successful near impossible turnaround situations, I have seen and done more than most financial professionals would do in several lifetimes and I have built a solid business tool set that works. You might also be interested to know that I am the author of a book titled “Upside: 15 Secrets for Growing Profit in a Down Economy”. This was specifically written and targeted to business owners and entrepreneurs. My expertise is highly valued by many successful business people with hundred million and even billion dollar businesses to manage.
Why is all this important to you?
Simply because your accountant/CPA should be one of the most valuable resources on your business team…someone who is a strategic partner to your business…someone who is an EXPERT in business, profit maximization and tax minimization…and not just someone who merely fills in the boxes in your tax return every year and charges you a high fee and dismisses you as JUST another client.
Yes, I understand the complex tax laws (especially the California tax laws) and your business, so I can keep you out of trouble. But far more than that, I am an ally and coach to help you earn more and keep more of what you earn, day by day. I do NOT just fill out forms and give you the bad news of what you must pay! I work with you all year long to plan tax savings and improve your profits. Trying to save money in taxes or formulate improvements to your business after the year is over is like trying to win a game after the final gun goes off. It just does not work. Let’s face it; the people who practice that approach are idiots. Paying for that level of service is even more idiotic.
That’s why we take a proactive approach when handling accounting and tax matters for clients, rather than a reactive “after-the fact” approach.
You will wind up counting me as a friend and ally, just as the small business owners on this website have. Read what THEY say --- and ask yourself: would you write such glowing comments about YOUR accountant?
Can I guarantee you won’t be audited? No, of course not. But I can analyze your returns for “red flags”. If necessary we can file amended returns. Get your entire ship in shape. And, from now on, prepare fully documented, professional returns that tell tax authorities: this business owner gets good tax advice and is represented by a professional who knows tax law. Further, I’ll make sure you have complete records that will satisfy the IRS or the state in case of an audit. I will even give you full audit representation if need be.
At this point, though, I’m NOT asking you to hire me or to change accountants. All I ask is that you say “MAYBE.”
FREE OF CHARGE, Meet with me for up to 45-minutes and get our “proprietary” “10 Point Tax Reduction and Profit Maximization Audit”. You’ll receive a frank, completely confidential discussion about your businesses finances, profits and taxes. In that meeting, we can look at your revenues, profits, taxes paid, and I can give you some preliminary thoughts on improving your numbers. I’ll answer any tax questions you have, free. I will also share with you at least three tax strategies I will identify from reviewing your last years tax returns. Tax strategies that can reduce your taxes and put more money back in your pocket…right now. Since I focus completely on working with small business owners, professional practices, and entrepreneurs, I will also share with you key “performance indicators” and “drivers” for a small business. These are the 20% of the activities that produce 80% of your income.
We’ll target the most common areas I’ve found where small business owners overpay in taxes, where you can improve your net take home pay, and specific “target” areas that can send up red flags to the IRS with businesses.
If, after the meeting, you decide to engage me to help you with accounting, profit improvement and tax reduction you will also receive a COMPREHENSIVE RE-EXAMINATION OF THREE YEARS’ TAX RETURNS – FREE, with a full satisfaction guarantee! How many accountants and CPA’s are willing to offer you that type of guarantee? That re-examination may immediately uncover “lost money” for you that can be re-captured from the government and put directly back in your pocket…without you ever having to lift a finger. It’s like “found money” for the business owners I work with.
Why would I give away such valuable services…for FREE?
Look, I realize that giving away my services like this takes a great deal of time and effort on my part. But, I passionately believe that once we meet, you’ll immediately see the value of my services. It may even be glaringly obvious. If I can show you how you may be able to save lots of money on your taxes every year…and be “bulletproof” to audits by the IRS, you may just be interested in trying my services out. If not, that’s ok too. You may not need my services today, but I may become a valued resource for you at some time in the future. Wouldn’t it be comforting to know that you have a back up, just in case? That’s exactly why I’m willing to put in the time and effort right now.
Unfortunately, though, I can only meet with four business owners each month. Since I’ve built a very successful business myself, my time is limited for a special opportunity like this – so if you delay responding, you may be on a waiting list for two to three months. I never like to put pressure on people to respond, but right now, I have two appointment openings in the next several weeks. You can have one of those appointments if you call today.
Here’s what to do right now if you’re interested: Simply call (209) 941-0189 and tell the front office staff person that you read about this special offer on my website. She will be happy to schedule a meeting time for you and me that works for both of us. Plan on spending about 45 minutes to review your last year’s taxes and discuss my findings and recommendations. Don’t forget to bring last years tax returns (business and personal) with you so we can analyze them and uncover “holes in your bucket” and areas for you to re-capture money.
Remember, our private discussion is 100% confidential. There’s no obligation. And no cost. But, frankly, NOT meeting with me could be very costly!
Sincerely,
Peter Holtz, CPA
PS: You know YOU ARE A TAX TARGET ! It’s vital to prevent tax mistakes that could kill you in an audit, while still taking full advantage of every single tax deduction and break specific to your type of business. I am your strongest ally in this tough battle.
PPS: Remember, there are no strings attached, no hidden agendas, no fees and no expectations for you to become a client, no pushy sales tactics. You have nothing to lose and potentially the chance to gain a lot of money back in your pocket.