Hi Friend:

Do you ever get the sinking feeling that maybe your advisors aren’t paying as much attention to you as you’d like?  Or that you spend more time educating your advisors then they spend educating you?

If you’re tired of paying too much in taxes, trying to lead a team that isn’t quite on board with your goals or just generally feel that you need to upgrade, then you’ll want to read this email.

I remember when I first started my business in Phoenix after moving down from Reno.  I opened my bank account at a bank downtown.  And for about five years all was well.  But then my business started to expand. I needed to get a line of credit to buy some new equipment and I needed to change the type of accounts that I had.  I had great credit and suddenly I was having trouble with my bank.

I started shopping banks.  I found another bank right away and moved my accounts.  I got a merchant account and lines of credit.  The bank had very similar rules as my first one.  The programs were very similar.  The difference was in how the new bank perceived me.  The first bank saw me still as that new business owner in Phoenix.  The second bank saw me as a successful business owner with experience.  Ironically, I got a call from the first bank a few months ago asking what they needed to do to get my business back.

I guess they finally caught on to the fact that I really was a successful business owner.

If you make big changes in your business and investments, you may find that others haven’t changed their opinion of who they perceive you to be.   And that can be deadly to your business, especially if these are people who you rely on for advice.

If you think it’s time for a check-up, we’re here to help you!  A week ago, I opened a brand new tax firm with my partner Bill Bourbonnais.   We specialize in tax strategies, consulting and preparation.  And, we’ve added programs that I’ve never had before.  If you have a business or real estate, we’ve got something that will work for you.

Getting Started:  This program is best for someone who is just getting started with a business or real estate investments. The program includes:

·        Unlimited consultation via email with accountants trained and working for our firm.  We strive to answer all email inquiries within 48 hours.

·        Preparation of an individual federal and state tax return.

·        For the first 50 people who sign up!  Preparation of a business federal and state tax return.

Best of all, it’s affordable.  Just $999 gets you started with $149/monthly payments.  That’s it.  You won’t get a bill for asking a question or having a deal analyzed.  You don’t have to worry how much your tax return will cost to be prepared.

To start with Getting Started, or to get more information, please send an email to GettingStarted@TaxLoopholes.com. 

Business/Real Estate Investor:  This program is best for someone who already has a business and/or real estate.  We start off with a strategy to make sure you fast track your tax savings.  With average savings of $30,000 per year, it’s pretty easy to see why this program is so popular!

·        Tax Strategy with either Bill or with me, Diane.  Bill is an expert with eBusiness and systems for efficient businesses.  I’m more experienced in multiple business structures and advanced real estate investing.  Because I have to limit the number of strategies I do, the price is higher to work with me.

·        Unlimited consultation via email with Sr. Level accountants. 

·        4 private teleseminars per year

·        Preparation of an individual federal and state tax return.

·        For the first 50 people:  preparation of a business federal and state tax return.

We’ll review your tax returns for free so you can find out first how much we’ll save you!  To get started with this program, please send an email to BusRE@TaxLoopholes.com or give Richard a call at 888.592.4769.

Diane’s Mastermind/Diane’s Private Clients:  I also have 25 private clients.  This program is available only for people enrolled in the Diane’s Mastermind program.  Because Diane’s Mastermind is such an intensive wealth-building year-long seminar series, we’ve found that people need to have frequent tax strategy appointments and high level deal analysis.  That’s why I can only take 25 clients per year.  If the thought of stretching your business and investments beyond where you are right now, please visit Diane’s Mastermind.

I’m excited about our new tax firm.   In the past few weeks, we’ve broken the stories of Freddie Mac finance rules, plus brought you the strategy to fix it, and warned you about the new IRS red flags and state tax rulings through TaxLoopholes’ First Class Lounge forum. I’m proud to be the leader in bringing you this information.  Now, with Diane Kennedy’s Tax Services, you’ll have a full service tax firm who can put these strategies in play quickly and efficiently.  Plus, we’ll be here when you need us. 

Warmly,

Diane Kennedy

P.S.  The best time to plan for 2008 taxes is now!  Please go to GettingStarted@TaxLoopholes.com or BusRE@TaxLoopholes.com to download a package of information about how we can work with you today!

P.P.S.  We still have some seats available for Diane’s Mastermind in 2009.  You will start as one of Diane’s Private Clients immediately.  Please call Carolyn at 602.258.0700, extension 0 if you’d like more information about this.