Frederick A. Thompson, CPA, an Accountancy Corporation

"Fred's tremendous knowledge and commitment to service have greatly benefitted our company. He's corrected grave errors made by previous CPAs saving us tens of thousands of dollars. And he calmly navigated our way through a no change audit with the IRS. He has helped to transform us from a business that reacts to one that makes strategic decisions."

Tambi Harwood
Harwood Construction
Redwood City, CA

Tax Coaching

Are you looking for tax-saving ideas? Are you frustrated with losing money to taxes? When was the last time your tax preparer came to you with tax-saving strategies?

Our Tax Coaching program is designed to save you money by saving taxes. We find the mistakes and missed opportunities that have been costing you money.

Our Tax Coaching program is a comprehensive approach, not just a quick fix. We design a plan for your unique situation. We take into consideration your present lifestyle and goals. The action plan we design will give you the peace of mind that you are doing everything possible to legally save taxes. What's more, with changing laws and life's uncertainties, we will be there with you into the future.

You complete a questionnaire that is designed to gather specific information about your-life-style, personal investment and business goals, financial and life circumstances.

We examine your last three years' income tax returns.

We analyze your information and develop a customized tax plan for you.

We sit down with you to go over our findings, and answer any questions you may have.

You get a report with tax strategies that you can understand. In addition, we educate you about tax rules that concern you based on our evaluation of your information.

We give you an action plan with tax saving strategies.

We conduct follow-up phone calls to help you implement your tax saving strategies.

Now you may be wondering just how much this program costs. We charge fixed fees based on your unique situation so you know what to expect. We guarantee our work to your complete satisfaction.

How much you can save? Our clients usually save more money in taxes than the cost of Tax Coaching.

We identify your goals, analyze the tax situation and look for alternative ways of arranging things to reduce or eliminate taxes.

Contact me to take the first step in saving money and learn how tax coaching will help you beat the IRS, legally.

Frederick A. Thompson, CPA an Accountancy Corporation
(650) 343-5965 • email:
1200 Dore Avenue, Suite 202, San Mateo, California 94401-1214