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THE TAX  STRATEGY QUEEN

Dionne Joseph Thomas

Best Selling Author for Tax Strategies

It's Not What You Make, It's What You Keep!

Tax laws aren't fair. They're written to favor people who understand how to take advantage of all their legal deductions and execute the strategy.

My name is Dionne Joseph Thomas and I am NOT your typical “Tax Professional”.

Over the course of my professional career I have graduated with a Masters in Marketing specializing in Strategic Planning and combined it with the Project Management Professional Certification (PMP) to become a Project Management Dynamo.

I once started a business without consulting a tax planning professional and I was audited after submitting my very first tax return. As overwhelming as that experience is to a new business owner, I am not the type of person that gives up quickly. My husband and I are meticulous with our record keeping and we did a lot of research to prepare ourselves to face the IRS. We represented ourselves to the IRS and were able to successfully prove our case to their satisfaction. During the course of this ordeal I discovered a few tax planning strategies that could have prevented the experience entirely. It also taught me that I was paying entirely too much in taxes, and, had I implemented some of the strategies I learnt at the beginning, my tax liability would have been even less. This fueled the desire within me to know everything about taxes. I spent the next few years studying everything I could about taxation, and applied my knowledge of strategic planning to find the ways to LEGALLY reduce one’s tax liability. I have since used this knowledge to help myself and others.

I focused on IRS approved strategies to assist both business owners(start up or established) and independent contractors. This further motivated my husband and I to gain our certification as Enrolled Agents (EA) and me to become a Certified Tax Coach (CTC). I founded TAX ROOF, LLC to assist our clients to utilize proactive tax planning strategies and to provide personalized business solutions that ensure our clients enjoy substantial savings year after year.

TAX ROOF, LLC is an environmentally conscious family owned firm where “Quality”, “Integrity”, and “Personalized Service” are our core values. Our personalized business solutions also provide our startup business clients with a one stop shop for their business needs. Our Tax Team of Enrolled Agents are year round tax professionals who specialize in proactive tax planning strategies.

We collaborate on every case individually to create personalized tax plans that take advantage of every legal deduction, credit loophole and strategy available for our clients to enjoy the maximum possible tax savings!

We also provide Tax Assesments to determine how much money we can save you in taxes before you commit to anything.Thank you for the opportunity to serve you.

Professional Tax Savings Assessment (PTSA)

Tax Savings Self Assessment (TSSA)

TAX STRATEGIES

I believe your tax Strategy should be based on audit proof recommendations and the tax plan should be as simple as possible.

When thinking about a Strategic Tax Planning, it is important to consider the following:

1

Tax laws aren't fair.

They're written to favor people who understand how to take advantage of all their legal deductions and execute the strategy.

2

The best way to pay less tax is to do what the government wants you to do.

Why try to fight the IRS when it's so easy to just follow the rules, make more money, and pay less tax and still sleep at night?

3

It's not how much you make that determines how much tax you'll pay.

It's how you make it. Wages and salaries (i.e.: earned income) are taxed at the highest rates. Why not change how you are paid?

4

Your Proactive Tax Strategy only works if you develop a custom plan for your own circumstances.

Everyone's situation is unique; why wouldn't you want a tax strategy customized for your situation?

5

Tax laws are constantly changing.

Congress changes hundreds of tax laws every year. We provide ongoing support to help you make adjustments as needed to maximize your savings and keep you in compliance

6

Your Tax Strategy only works if you act.

The faster you and your team put the dozens of ideas you'll receive into action, the sooner you'll keep more money in your pocket

The benefits of a personalized tax strategy:

  • You take control of when and how much you pay in taxes.
  • You will have a roadmap to building wealth and achieving your dreams through the tax advantages used by the wealthy.
  • You will set up your business in the best way to slash taxes and protect your assets
  • You will legally lower your tax bills in ethical ways so you can sleep at night and not worry about the risks of an audit.
  • You enjoy peace of mind knowing you have an expert team of advisors supporting you, so you can concentrate on doing what you do best

WHY DO YOU WANT A Tax Plan?

  • To grow and preserve assets by keeping Uncle Sam out of your pockets.
  • To defer income so you can keep your money now and pay less taxes later.
  • To reduce taxes on your income so you keep more of what you make.
  • To reduce taxes on your estate so your family keeps more of what you’ve made.
  • To reduce taxes on your gifts so you can give more.
  • To reduce taxes on your investments so you can grow your wealth faster.
  • To reduce taxes on your retirement distributions so you can retire in style

Here’s just a few of the Tax Saving Strategies we use…

  •  Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

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