Ellis Pro Advisors
FREE GUIDE
Keep more of your income this tax season
The Ellis Pro Advisors tax savings guide is a 12-page checklist with five steps: gather your records, claim every deduction, time your income, plan your retirement contributions, and file with confidence. All five steps together take about an hour.
12 pages
5 steps
Free, unsubscribe anytime
WHAT'S INSIDE
Five steps to lower taxes
These five steps come from the same process I use with my own clients to cut their tax bill year after year.
Your tax savings
Every receipt accounted for||Every deduction claimed||Income timed to your bracket||Retirement contributions optimized

01

Gather your records
You collect every income statement, receipt and bank record into one place so nothing is missed when you file.
10 min

02

Claim every deduction
You match each eligible expense to its deduction so you lower your taxable income as far as the law allows.
15 min

03

Time your income
You decide whether to defer or accelerate income so it lands in the bracket that costs you least.
10 min

04

Plan your contributions
You work out how much to put into retirement accounts this year to shrink your bill and grow your savings.
15 min

05

File with confidence
You carry your finished checklist straight into your filing, whether you do it yourself or bring it to us.
10 min
Is this checklist right for you?
This checklist is made for freelancers and self-employed professionals, small business owners, and anyone who wants to stop overpaying at tax time.
TODAY
Where you stand right now
You scramble to find receipts every April||You are unsure which deductions apply||Your tax bill feels too high||You file late and pay penalties
IN ONE HOUR
Where this checklist takes you
All your records organized in one place||A clear list of the deductions you can claim||A realistic plan to lower your tax bill||Your filing ready on time, without penalties
Ellis Pro Advisors
Tax advisors helping professionals and business owners
I have spent years helping professionals and business owners keep more of what they earn. This checklist is the same first step I give every new client, and it works.
Year-round tax planning and strategy||Bookkeeping and financial reporting support||A free consultation before tax season
Year-round tax planning and strategy
A free consultation before tax season
Your lower tax bill is one step away
© Ellis Pro Advisors, all rights reserved