Tax Strategy Audit
Carlotta Thompson is not your average accountant. For seven years, Carlotta spent her days at the IRS, systematically ruining people’s financial lives through tax audits ~ while by night saving people’s financial lives from her home office through her financial coaching.
In September of 2017, she had had enough and took her last breath as a dreaded IRS agent, opening the first accounting firm in the United States to offer clients tax strategy and implementation with her team of tax strategists and financial coaches.
The Goal of Carlotta Thompson & Associates
The goal of Carlotta Thompson & Associates is to provide education so clients can feel at ease with their financial situation and no longer feel frightened by the IRS.
Custom Tax Strategy
Most of our clients prefer to use our Tax Strategy Implementation VIP Program. But if you’re over the multiple million mark, chances are you have an in-house accounting service or bookkeeper. So you don’t need us to implement, but could benefit from a custom tax strategy.
Work 1-1 With Carlotta
At this level you’ll work 1-1 with Carlotta to review your general ledger and create a tax strategy for your business. We then help you to implement the tax strategy and you can keep using your internal accounting department. On average, we save customers joining this program 5 to 6 figures per year, just through tax savings.