For more information, fill out the form below and we will contact you.
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Eric L. Levenhagen, CPA (888) 892-5132
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For more information, fill out the form below and we will contact you.
Paying Too Much In Taxes? Guarantee Instant Tax Savings With Proper Planning.
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Pro • ac • tive [prōh-ak-tive] -adjective
Serving to prepare for, intervene in, or control an expected occurrence or
situation, esp. a negative or difficult one; anticipatory: proactive measures to
save tax.
My name is Eric Levenhagen. I have earned a Bachelors in Accounting and Masters in
Accounting and Financial Management. I’m also a Certified Public Accountant and a
Certified Tax Coach. But none of those credentials make me any different from the “other
guys.”
I’m different because I’m a “Proactive Tax Strategist.” I give you a proactive plan full of
court-tested, IRS-approved strategies for minimizing your taxes.
And planning is the key to beating the IRS. Legally!
It doesn’t matter how good your current accountant is with a stack of receipts on April 15.
If you haven’t planned right, by April 15 it’s just too late.
Have you organized your business right? Do you have the right benefit plans for yourself
and your employees? Do you have the right retirement plan to prepare for your future?
Are you taking advantage of all the legitimate deductions, credits, loopholes, and
strategies the tax code offers?
I have the experience -- and more important, the proactive attitude -- to give you more
than just a history lesson.
The “other guys” settle for after-the-fact planning. Too often, that means outdated
information, nasty surprises on April 15, and no feeling of control. I give you ongoing
coaching and proactive solutions. You enjoy total confidence knowing you pay the least
amount of tax possible while you work to achieve your dreams.
The “other guys” offer the same old solutions, year after year. That means paying too
much tax! I give you customized strategies. You profit from personalized solutions for your
situation that reduce your tax.
The “other guys” offer business as usual. I give you flexible planning. You enjoy complete
certainty that you’re making the right decisions for your business.
The “other guys” offer “see you next year” service, with limited contacts except at tax
time. (And invoices for phone calls and even emails!) I give you ongoing support. That
means year-round contact, support, direction, and accountability.
The process starts with your personalized proactive tax strategy. Here’s how it works:
- First we’ll meet to gather your information. I need to know where you are today and
where you want to be tomorrow. The information we discuss determines the best
strategies for you.
- I’ll review your information and develop your ProActive Tax Plan. This process
typically takes two weeks so I can research your best possible options. This is where
the savings appear!
- We’ll meet to discuss the details of your plan and get your feedback. Typically, this
meeting lasts about an hour. It’s so packed with information, though, that we write
up your customized strategy so you won’t miss a thing!
- You get a written strategy plan, along information on all available deductions, credits,
loopholes, and strategies.
- About two weeks after the initial phone call, you can have a second follow-up phone
call with me to cover the details of the first call again or to go through new questions
you’ve uncovered.
Now that you’ve seen how we can help you, take the next step. Call 888-892-5132 to
schedule your free analysis. We’ll identify the mistakes and missed opportunities that may
be costing you thousands of dollars per year, then show you how to craft a plan to cure
them.
ProWise Tax & Accounting, L.L.C.
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ProWise Tax & Accounting is based in Mason City, Iowa and has services available for clients nationwide. The services offered
transcend accounting to include ProActive Tax Planning, Financial Analysis, tax preparation, outsourced financial management,
new business development and incorporation services, and QuickBooks set up and support.
Certified Tax Coach & Business Consultant Mason City, IA (888) 892-5132
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