Schedule a call with Victor right now! 🙌🏼
Choose what type of appointment you're in need of from the options below ⬇️
STX Tax Strategy Training Follow Up - 15 to 30 min
In this introductory call, my goals will be to answer any questions you have from the training and get to know you and your business, understand what is most important to you, what your vision is for the future, and see how we can best be of service to get you there.
We’ll help you identify, and take action on, tax strategies that can have a sizable impact on your business.
Let's find a way to get you the success and results that you deserve! 🙌🏽
Intro to R&D - 10 to 20 min Call
In this introductory call, I will simplify the Research and Development Tax [R&D] Credit and help you understand how your business may qualify to receive it.
My team will do all the hard work of preparing the Research Credit Study on the front end, and we can work together hand in hand with your CPA to amend and file the necessary documents.
My responsibility is to make the process straightforward and simple for you to understand so you can focus on doing what you do best - running your business.
Let us help you reduce your future tax liability and fuel your business by getting back dollars you've already given to the IRS! 💵
Let's Connect! - 5 to 15 min Call
In this introductory call, my goal will be to understand what's most important to you, and what your vision is for the future, and to see how I might best be of service to get you there.
Maybe we met at a conference or we spoke once or twice over the phone, or maybe we've never even met or spoken before! I just want the opportunity to see how I can provide value to you where you're at right now.
Let's find a way to get you the success you deserve! 🙌🏽
Tax Review - 10 to 20 min Call
During this call, our goal will be to look at your current tax situation and look at some key indicators of where you may be overpaying and then to collect the information we'll need to provide you with some actionable advice you can take to your CPA to implement.
At the end of this call, I will connect you with Brecken, on our tax team, and he will review your most recent tax returns with you and let you know where there are opportunities for tax savings. He will give you tips that will allow you to work hand-in-hand with your CPA to proactively reduce your taxes.
My responsibility will be to make this process as quick and simple for you as possible and to ensure we have all the information we need to give some actionable advice that can make a sizeable and immediate positive impact on your next tax bill.
We look forward to helping you keep more money for your business and for your family 🙌🏽
ERC Wrap-Up Call - 10 to 20 min Call
In this call we’ll go over how much you’ll be receiving for your Employee Retention Credit [ERC].
My team has handled all the 'heavy lifting' of calculating this recovery amount and had conversations with you about how to substantiate claiming this credit.
My hope is we’ve made this process as quick and simple for you as possible.
Thank you for trusting us to help you claim the funds your business deserves! 🙌🏽
R&D Wrap-Up Call - 10 to 20 min Call
In this call we’ll review your estimated return for the Research and Development [R&D] Credit.
My team has handled all the 'heavy lifting' of calculating this amount and we've had conversations with you about how to substantiate your claiming of this credit.
My hope is we’ve made this process as quick and simple for you as possible.
Thank you for trusting us to help you claim the funds your business deserves! 🙌🏽
Shop Owners Wealth Lab Intro - 5 to 15 min Call
In this introductory call, my goal will be to understand what's most important to you, and what your vision is for the future, and to see how we can help get you there faster.
You've likely just hopped into the Shop Owners Wealth Lab, so welcome! We grateful to have the opportunity to see how we can provide value to you where you're at right now and help you build toward a predictable and prosperous future.
Let's find a way to get you the success you deserve! 🙌🏽
TRP Follow Up - 15 to 30 min
In this introductory call, my goals will be to answer any questions you have from the event and get to know you and your business, understand what is most important to you, what your vision is for the future, and see how we can best be of service to get you there.
We’ll help you identify, and take action on, tax & wealth strategies that can have a sizable impact on your business.
Let's find a way to get you the success and results that you deserve! 🙌🏽
