Raquel Mack is a Certified Public Accountant (CPA), Certified Tax Coach (CTC) and sought after speaker; a trailblazer in her own right! She is the President and CEO of Mack Financial Services Group, which specializes in Proactive Tax Planning and Virtual CFO Services for businesses and investors.

Proactive Tax Planning Services

Tax Preparation Vs. Proactive Tax Planning

Did you know that taxpayers in north america are missing out on an average of $15,000* per year in tax savings? What could you do with an extra $15,000 per year?

I know what you’re thinking! “where could that money possible be”? “why doesn’t my tax return reflect a $15,000 savings”? “why didn’t my cpa tell me that I’m leaving all of this money on the table”?

Well, the answer can be described in a simple comparison of proactive and reactive activities.

Tax preparation is a reactive activity. When you prepare your taxes, you’re using old information to tell your tax story. At the time your taxes are due, there is nothing you can do to change what has happened in the previous year.

Tax planning, on the other hand is a proactive activity. Tax planning considers your current and future goals to help you create your own story. When tax time rolls around the following year, your tax preparation process can be compared to publishing your story. You may make a few tweeks here and there, but you’re not going to completely change the story line. When you start with tax planning, you can apply strategies to your lifestyle that will help you save the most on your taxes.

Business owners, 1099 consultants and investors can receive the greatest benefits from tax planning. Why? Because a major part of the tax code was written in their favor. Hey! We don’t make the rules! Think you benefit from proactive tax planning?

Haven’t started a business? That’s ok!

*This is the national average in missed tax savings. We can not guarantee your actual savings results.

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