FAQ’s
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.
What 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.
When do I need a 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 local CPA?
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 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 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.
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
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.
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%!
How do I transition from my current CPA?
Generally, you will first want to obtain some documents from the current CPA, including copies of tax returns and access to your accounting system if you don’t have it already. Lindholm + Company will help you ease through the transition and ensure you know exactly what to ask for.
Permanently reduce your taxes today.
INCOME DISCLAIMER: This website and the items it distributes contain business strategies, marketing methods and other business advice that, regardless of referenced results and experience, may not produce the same results (or any results) for you. Lindholm & Company makes absolutely no guarantee, expressed or implied, that by following the advice or content available from this web site you will make any money or improve current profits, as there are several factors and variables that come into play regarding any given business. Primarily, results will depend on the nature of the product or business model, the conditions of the marketplace, the experience of the individual, and situations and elements that are beyond your control. As with any business endeavor, you assume all risk related to investment and money based on your own discretion and at your own potential expense.
LIABILITY DISCLAIMER: By reading this website or the documents it offers, you assume all risks associated with using the advice given, with a full understanding that you, solely, are responsible for anything that may occur as a result of putting this information into action in any way, and regardless of your interpretation of the advice. You further agree that Lindholm & Company, its affiliates, subsidiaries, officers and agents, cannot be held responsible in any way for the success or failure of your business as a result of the information provided. It is your responsibility to conduct your own due diligence regarding the safe and successful operation of your business. In summary, you understand that we make absolutely no guarantees regarding income as a result of applying this information, as well as the fact that you are solely responsible for the results of any action taken on your part as a result of any given information. In addition, you agree that our content is to be considered “for entertainment purposes only”. Always seek the advice of a professional when making legal, financial, tax, or business decisions.
BUSINESS OPPORTUNITY: All products and services offered by Lindholm & Company are intended to provide prospective purchasers with general business strategies, marketing methods and other general advice for business development and training. At no point is Lindholm & Company soliciting anyone to enter into a new business nor is it representing, either expressly or by implication, that it will provide locations for a business, provide outlets, accounts, or customers, or purchase any of the goods or services made by the purchaser.
The products being offered through this promotion are packages of informational tools to help you learn about business and deal making strategies.
This site or product is not part of or endorsed by Facebook, Google, or any social media platform in any way.
FACEBOOK is a trademark of META PLATFORMS, Inc. YOUTUBE and GOOGLE are trademarks of ALPHABET, Inc.
Absolutely nothing on this web page should be considered as any type of earnings claim for what you will earn simply by joining.
The testimonials, figures, and screenshots on this page are real but they are displaying exceptional results from our best customers. These results are not typical. They are not intended to guarantee, promise or represent that you will get the same result just by signing up.
This will require work and you will be the ultimate person responsible for taking action and making sure you get the results that you want.
No part of this report may be reproduced or placed on any electronic medium without written permission from the publisher.
Information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed.