- An estimated amount of tax overpayment
- Provides broad-scale guidance on corrections needed to the 4 cornerstones of the tax code
- The assessment analyzes your compliance to these 4 cornerstones
How you see your company today and tomorrow
Structure & Compliance
How you are legally organized to reduce taxes, maximize opportunities, and how you report those successes on your tax return
How you record the past and how you peer into the future
How you capture successes so you no longer need a salary to fund your lifestyle
85%+ of entrepreneurs pay too much in tax
Our advanced tax strategies help ensure you pay your fair share of taxes and receive these benefits for HOPE:
Optimal cash flow
Optimal equity value
Optimal exit strategies
Optimal debt repayment schedules
Optimal liability protection
Optimal achievement of your vision/goals
See if you are part of the 85% by taking this
Cash Flow Mastered Advanced Tax Strategies
Our intense point of focus is your achievement.
What Cash Flow Mastered “sells” is helping your achieve your grandest vision on an accelerated timeline, on-budget, and with the highest probability of success.
How Cash Flow Mastered “does that” is by:
- Truly understanding your grandest vision
- Aligning key tax code sections compatible with your vision which provide the greatest amount of tax benefits
- Clearly shows you the safe and prudent path developed by the tax code for your achievement
- Being with you as a valued team member until your grandest vision is achieved
How Cash Flow Mastered “works” is a 3-step process akin to building a house:
Designing for HOPE
This stage is where we design a blueprint from the results of the assessment. This design is a strategic tax reduction plan created specifically for you.
Building with HOPE
Once your blueprint has been designed, we build. We implement the blueprint we designed and construct the tax saving strategy to receive every benefit allowed under the tax code law.
Living in HOPE
You now have designed and built your home. You have all the tools necessary to achieve your grandest vision. We work closely with you to turn your house into a home by monitoring and improving your plan.
What they've said about us
“I have been so impressed and grateful for my team at Cash Flow Mastered. I feel confident we are in the best hands. I love how strategic they are about our structure and tax planning. They not only optimize for today but are setting us up for success long term.”Spencer T.
“Cash Flow Mastered has been such a great partner in my business the last few years. As a small business owner, I wasn't sure how to best set up my finances to use the tax code to my advantage, set myself up for retirement, and plan for growth.”Lindsey B.
“My husband and I have been working with Cash Flow Mastered since fall of 2018, setting up a retirement plan. It has been such a pleasure to work with them.”Katie & Mike T.
“I am happy to provide a recommendation for Cash Flow Mastered. I am a small business owner and was frustrated with the amount of taxes and loss my small retirement from the recession of 2008 and 2009.”Wesley S.
“It has been great working with our team at Cash Flow Mastered. We were able to solve a huge problem with a brilliant solution to get us a HUGE break on our taxes. It was a win for everyone involved and took the stress completely out of the situation. I haven’t stopped talking to my business partners about the massive help that John and Shanna have been. What a great team! What a great experience!”John and Carrie B.
“Cash Flow Mastered has been a tremendously positive influence on our construction business. The greatest benefit has been their experience and expertise in taxes. We feel that they are very efficient and honest and treat us like family.”Tish and Emanual M.
20 S. Main St. Box 1347, Bountiful, UT 84010