Grow Profits and your Wealth.
We develop tax strategies for optimal savings and money in your pocket.
- We take a proactive approach to tax planning and strategy.
- We account for all your variables to take the stress out of the process.
- Unlike traditional CPAs, The Tax Saving Experts works with you throughout the year.
- We change with your business needs throughout the year that pay off big during tax season.
Annual Tax Package
Have all your tax matters handled by a certified, knowledgeable, and professional team. We will be your outsourced tax department, never call the IRS or State Tax Agency ever again!
What's Included:
- Personalized Tax-Reducing Strategies
- Personal & Business Tax Return Filings
- Quarterly Tax Estimates
- Quarterly 1-on-1 with your dedicated Tax Advisor
- Assistance with Tax Notices
- As well as...UNLIMITED email, phone, and Zoom support throughout the year.
Annual CFO Program
Have all your tax and accounting matters handled by a certified, knowledgeable, and professional team. We will be your outsourced tax & accounting department. You get everything in the Tax Package Plus!
What's Included:
- Monthly Bookkeeping
- Monthly Accounting
- Monthly Sales Tax Filings
- Monthly Meeting with your Dedicated Tax Advisor
- Oversight & Set Up of Payroll
- As well as...UNLIMITED email, phone, and Zoom support throughout the year.
Hi, I'm Nathan Lindholm, CPA
Nathan Lindholm, aka “The Tax Saving Expert", is a certified public accountant turned entrepreneur focused on helping health and fitness entrepreneurs, such as gym owners, personal trainers, chiropractors, physical therapists, and other health and wellness professionals lower their tax liability through proactive tax planning and strategy to keep more cash in their pockets. His love for accounting began in high school, when he took his first accounting class. He graduated from The Ohio State University with a B. Sc. in accounting and a minor in economics. Before founding The Tax Saving Experts, Nathan experienced every possible avenue of accounting, including public accounting, governmental auditing for local governments in Ohio, corporate America with a Fortune 500 company, and small business. Throughout that time, he became a CPA and began freelancing to help business owners in different industries with their accounting and taxes. After years of working for large accounting firms and at a Fortune 500 company, he returned to his first love, entrepreneurship, and opened his own firm. His goal has been to bring his experience, knowledge and expertise to clients in a valuable way. He's teamed up with some of the greatest minds in the legal, financial planning and accounting fields to bring his clients advanced tax strategies and planning. His clients benefit from time-tested, advanced strategies that most tax preparer's have never heard of.Today, he works with health and fitness business owners and entrepreneurs to solve problems through maximizing deductions and implementing tax-reducing strategies.
WHO THIS IS FOR
We help people in all industries
Construction
Medical
Realtors
Franchises
Real Estate Investors
Services Professionals
"Nathan has been doing our taxes, business and personal, for 5+ years. Fee's are competitive and he provides more value than any of the prior CPA's I've worked with. He helps us with unique tax savings strategies throughout the year." - Chris S.
"They revealed some loopholes in the taxing process, which was completely legal, and most importantly, helpful for me! They really are pros." - Max S.
STILL GOT QUESTIONS? WE GOT YOU!
Frequently Asked Questions
What is the difference between tax planning and tax preparation?
Tax preparation is the process of preparing, calculating and filing income tax returns on behalf of individuals and businesses. And while it’s necessary, it’s ultimately viewed as an expense by the client.
In contrast, tax planning is looking at a person’s life, business and regulatory requirements to legally reduce taxes using multiple strategies and entity structures that often result in significant savings.
How do I save money with Lindholm & Company?
We look at how we can reduce your tax burden, meaning that you pay less taxes. That is more money for yourself or to grow your business. A general CPA only makes sure you are compliant with the tax deadlines and doesn't look for tax reductions.
Why doesn't my CPA know about tax planning?
Most accountants are focused on preparing tax returns for compliance purposes and they are not really taking a step back and saying “how should we be saving your business money each year?”
Reason Most Accountants Don't Know This...
Tax Prepper vs. Tax Planner
Compliance Oriented vs. Value Focused
Generalist Doctor vs. Spinal Surgeon
Reactive vs. Proactive
And that's the difference.
Do you charge by the hour?
We do not charge by the hour. We offer transparent pricing so you always know what you are going to pay before you decide to work with us.
How often do I get one-on-one time?
Unlike the traditional CPA that you see once a year, with Lindholm & Company you'll get unlimited time with your dedicated tax advisor. Additionally, you can reach out anytime with questions, concerns, or updates.
How do I choose my CPA?
Ultimately, there are three things you want in a CPA. Someone you see yourself working with long-term, approaches you proactively with strategies, and communicates with you throughout the year, not just during tax season. That's precisely what Lindholm & Company does.
How do I choose my CPA?
The best time to start looking for your CPA is when you've been operating your business for roughly a year, are ready to take it to the next level, or when your business is going through growth. You want to ensure your business gets the most tax advantages for where you are right now.
Do I need a CPA in the state my business operates?
This is one of the biggest misconceptions about our business. What you need most from your CPA is someone who understands your industry to make proactive strategic recommendations, communicates with you all year, and works to reduce your tax burden.
Do you guarantee tax savings?
We don’t offer guarantees because honestly, it gives people an option to fail and back out. The reality is that we both have to work at this to make this successful. We are going to need information from you, decisions, and it’s going to take both of us to make this work. We’ll be working together every step of the way and I can say with confidence, we’ll definitely be able to save you the money that we quote in our tax consultation. I can promise you that if you show up and get me everything we need, we will be there to support you 100%!
What strategies do we cover during tax planning?
We cover 100+ strategies in the following categories:
a. Maximizing all deductions
b. Legal Entity Optimization
c. Entity bifurcation
d. Revenue Stream Separation
e. Retirement
f. Insurance
g. Asset Protection
h. Legal Tax Loopholes
i. The Tax Cut & Job Act
j. The CAREs Act and COVID-19 Strategies
k. Industry Specific Strategies
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