Minimizing Taxes Through Proactive Planning
Are you looking for a way to minimize your taxes? Focus Your Finance Inc offers proactive tax planning to help clients reduce their tax burden. This firm devises tailored plans by leveraging tax law to lower your obligations as much as possible.

Beyond Traditional Accounting Practices
Information plays a key role in the growth of any organization, especially for those who run businesses or manage investments. While many accountants simply record financial history, this group recognizes that by tax time, it’s often too late for effective planning. Traditional accounting frequently focuses on compiling past records and filing forms, missing opportunities for strategic tax reduction.

The objective of tax planning is to arrange financial affairs to minimize taxes legally. For this, you need concepts and strategies that leave more on your bottom line without raising “red flags” or straying into “gray areas.” Focus Your Finance Inc collaborates with business owners and investors throughout Northern California, bringing a proactive attitude and experience beyond just historical record-keeping.

A Distinct Approach to Tax Strategy
Jay Dahal, a Certified Tax Coach, founded this company to offer a different kind of tax planning service. Focus Your Finance Inc provides a proactive plan filled with court-tested, IRS-approved strategies for minimizing taxes. This firm goes beyond merely recording your financial history, offering proactive advice and strategies to help you earn and keep more of your earnings. As a “Certified Tax Coach,” this group stands apart.

Unlike other firms that may use outdated information and settle for after-the-fact planning, this company offers round-the-year coaching and proactive solutions. Clients enjoy total confidence, knowing they will pay the least amount of tax and are likely making the right business decisions. While other firms offer the same old solutions, Focus Your Finance Inc provides customized and flexible planning, leading to personalized solutions that reduce taxes. Moreover, this group offers continuous support, including year-round contact, direction, and accountability, rather than limited interaction only at tax time.

Comprehensive Client-Centered Solutions
Ultimately, Focus Your Finance Inc helps clients set goals and achieve their dreams. They highlight areas of strength and those needing improvement, educating clients in language they understand. The firm designs and helps implement innovative, customized tax strategies that minimize taxes and the risk of audit.

Your Personalized Proactive Tax Strategy Process
The process for a personalized Proactive Tax Strategy involves several key steps:

1. Brief Interview: Clients will proceed with a brief interview with a Certified Tax Strategist. This initial discussion focuses on understanding your current situation and future aspirations.

2. Tax Questionnaire: A short Tax Questionnaire will then gather information about your financial, business, and investment goals, as well as where your money currently goes. The firm will also request copies of past tax returns and details on any existing business entities. Providing comprehensive information allows the firm to perform its best work.

3. Your Intimate Planner: A personal strategist will review your information and develop a comprehensive Proactive Tax Strategy. This process typically takes two weeks to allow for thorough research into the best possible options. Taxpayers have seen average savings of over $14,000 per year as a result of their Tax Strategy plan.

4. Important Tax Plan Analysis: You will then talk with your personal strategist to review the details of your plan, typically lasting about an hour. A written customized strategy is provided to ensure all information is retained.

5. Written Action Plan: Clients receive a written strategy plan, along with information on all available deductions, credits, loopholes, and strategies.

6. Follow-up: Approximately two weeks after the initial review call, clients can have a second follow-up phone call with their strategist to cover details again or address any new questions regarding their plan.