Master current and future finances when you implement a plan that prepares for the coming years with financial coaching, tax strategy & preparation, accounting, and CFO services. 

After working for seven years as an IRS tax agent, Carlotta Thompson decided to follow her passion of helping people implement financial health through her eight-step tax strategy and profit system. While filing tax forms and being in compliance with the law is important, Carlotta Thompson & Associates finds that shifting the conversation from “how much tax do I owe for last year” to “how can I pay less tax next year” is an incredibly important change in focus that creates real value for her clients and helps to make taxes less stressful.

Carlotta’s eight-step Tax Strategy & Implementation plan – IMPLEMENT

Initial Onboarding

In this first stage, we’ll have a phone call where we’ll gather information about your business. You will feel an immediate sense of relief knowing your business is in good hands, and your financial affairs are being set in order.

Move

Once we’ve gathered information about your business, we get moving implementing tax strategies in your business right away. You will begin to see financial health in sight and get excited about the process! As you sense your financial health on the horizon stress around money matters begins to dissolve. This is the power of the eight-step IMPLEMENT program and why we do what we do.

Personalization

Once we’ve gotten to know you, we will develop a customized tax strategy to meet your personal needs. The entire process is fully transparent; you will stay informed every step of the way. Having a personalized plan means you won’t pay for unnecessary services, and unlike standard tax agencies, you will have a plan tailored to your specific needs. The uncertainty of wondering where you’re at financially and what you need will be removed as we review your personalized plan together.

Legal

At Carlotta Thompson and Associates, we create documentation for all of your strategies, making your books audit proof. You will gain peace of mind knowing where your money is going with organized books and never again have to fear the audit process.

Earn

Our profit pathway mastermind program is design to help you increase your net profit by keeping more of what you earn. This is when the IMPLEMENT program begins to really pay off. You will achieve financial freedom that leaves you able to do more with your finances like plan for retirement or take that big vacation.

Monthly Calls

We hold monthly CFO and tax strategy calls. We are in a partnership for your financial health; by having monthly check-ins you will fully understand the state of your finances, your personalized tax strategy, and how to implement your plan.

Effortless

We take care of bookkeeping, payroll support, tax documentation, and tax documentation, so running the financial side of your business feels effortless. Finally, you won’t have to spend long evenings struggling with a calculator; it’s all done for you. You’ll have more free time to focus on your business and doing the things you love.

Needs

We reassess your tax strategy needs every six months so that your tax strategies grow with your business. You won’t have to worry about complex tax liabilities as your business scales up; we’ll handle everything. You are free to focus on growing your business knowing you have a strong team in your corner.

Tax Returns

We complete and file your tax returns for you each year. Tax forms can be such a headache for many people. We make sure to get you the highest possible number of deductions for the greatest possible return amount.

We are tax strategists and financial coaches who focus our time helping our clients put more money in their pockets through PROACTIVE strategies that are lacking at most other accounting firms. Carlotta Thompson & Associates are the only consultants implementing a thorough pro-active approach to financial success through planning and strategy. Book your consultation today!