We simplify tax planning with a streamlined process that ensures clear communication and effective financial strategies.
Here’s how it works:
Contact Form: Complete a Contact form, providing basic personal information to receive a FREE hard cover copy of Bill Hassler’s book, “How to Beat the IRS, Legally: The CTBA Guide to Paying Less Tax”.
Discovery Form: We begin by gathering essential information through a detailed discovery form to understand your current financial situation and goals.
Initial Phone Call Meeting: Following the form submission, we schedule an initial phone call to discuss your specific needs and lay the foundation for our tax-saving strategy.
2nd Call Meeting & Financial Plan Agreement Signing: Once we’ve crafted your tailored financial plan, we schedule a second meeting to review and finalize the strategy. Upon agreement, we sign the financial plan and move forward with implementation. If not, we simply go our separate ways and you owe nothing.
Tax Saving Strategies
Excel Empire draws on a wide variety of tax-planning strategies, depending on your unique goals and objectives:
- Business Entities
- Business Benefits
- Retirement Strategies
- Charitable Gifts
- Real Estate Strategies
- Family Tax Planning
- Exit Strategies
- Portfolio Strategies
Industries We Help:
- Real Estate Investors
- Insurance Agencies
- Manufacturing
- Corporations
- Pharma
- Athletes w/ Businesses
Frequently Asked Questions
We have saved clients as much as several hundred thousand dollars per year, to as little as thirty thousand dollars. The amount that we can save depends on the number of businesses owned, the volume of business, corporate structure, as well as many other factors.
We charge a one-time fee for the first year. We will give you a written guarantee of the amount that we will be able to save you in taxes in the first year. The one-time fee will always be significantly less than your tax savings. You have a choice; you can write a huge check to the IRS, or you can write a much smaller one to us and keep the rest for yourself. After the first year, you continue to enjoy savings, but only pay normal CPA fees.
If we miss our projection, we will refund you the missed percentage of the fee you paid. If we go our separate ways before an agreement is signed, you owe nothing.
We will review your tax returns for the prior two years. In addition, we will review current financial information such as P&L statements and other business related information that we deem necessary. We will usually schedule a meeting with you in two or three weeks. If you like what we show you, we can enter into an agreement. If not, you owe nothing.
In order to guarantee your savings, we will use our own tax attorneys and CPA’s to prepare your tax returns. You may retain your own CPA to coordinate with us, or in the future, you may return using your own CPA exclusively.
We have formed a partnership with Excel Empire. It is through Excel Empire that we are able to connect you with some of the best tax attorneys and CPA’s that specialize in proactive tax planning. Clients are able to access Excel Empire only through representatives like Hassler/Anderson Tax Free Strategies.
Additional Services
- If you pay less than $100,000 per year in Federal Income Tax, we can still help you. Did you know that 20% of tax overpayments are because of mistakes in bookkeeping? Take advantage of our EXTRA program (Expert Tax Reduction Accounting). We will eliminate those mistakes so that you can keep more money in your pocket. This is a full accounting service for your business as well as a Concierge CFO if you need it.
- We can show you how to use the tax code to save 35% or more per year on your group health insurance programs. Even if you are happy with your current health insurance company, you don’t need to change your company; Just Change Your Strategy!
Still not convinced?
Check Out This Success Story:
I own several businesses, including an email marketing company. In addition, I am involved in real estate investing. Needless to say, my income can vary greatly from year to year. Bill has helped me with strategies that will allow me access to tax-advantaged cash if I need it for business, or even personal use. He has also worked with me on strategies that will save me significant money in income tax and allow me to keep more of my hard-earned money instead of giving it to the government.
– Jordon P.