We help business owners maximize tax savings through intelligent tax planning. We have helped hundreds of small business owners throughout the country develop and implement forward thinking tax strategies to ensure they pay the least amount in tax, and enhance the profitability of their business. As tax professionals designated by the American Institute of Certified Tax Coaches (AICTC), we are part of an elite network of tax professionals who are trained to help our clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. We are two of the fewer than 400 specialists in the nation who have achieved this advanced designation.
Our typical client sees around $35,000 in annual tax savings through our planning strategies. We are licensed to practice and represent taxpayers before the IRS in all 50 states. We also help our clients resolve tax issues and solve tax related problems.
Lubna Channo (CPA, CTP, CTRS)
Lubna received her Masters of Science in Accountancy from Walsh College in Michigan. She is a Graduate Fellow of the American Institute of Certified Tax Coaches (AICTC) and American Society of Tax Problem Solvers. She is also a Consulting Member of the Tax Freedom Institute. Her over 20 years of hands on experience in accounting and business provide her with the skills our clients need to boost profits and protect them from wasting their hard earned money on unnecessary taxes.
Sarah Holtrup (CPA, CTC)
Sarah graduated with a B.S. in Accounting from Indiana University – Bloomington, and started her CPA experience with the international accounting firm, Ernst & Young. She helped clients boost their profits, identify opportunities for savings and improvement, identify acquisition opportunities, and leverage tax law changes.
As an insurance agency owner for the past 16 years, she understands the challenges facing small business owners and is able to help them navigate the changes in tax law to their advantage. Clear explanations help you understand how to leverage the tax code to your advantage.