Lindsey Menezes - Foundations Financial Partners

🙋‍♀️🙋‍♀️🙋‍♀️

I hear a lot of complaints from my clients about the lack of tax planning coming from their accountants.

That’s because the average accountant isn’t doing tax planning. They’re doing tax accounting.

What’s the difference?

Tax planning involves looking at someone’s situation and offering up strategies that can lower their future taxes.

Tax accounting is simply looking at someone’s activity over the last year and calculating what they owe the IRS.

One is forward-looking. The other is backward-looking.

Which one are you looking for?

If you want to learn about a forward-looking tax reduction strategy available ONLY for entrepreneurs, sign up for my free upcoming workshop on January 9. Link in bio.

P.S. There are good accountants out there that do tax planning. They’re just few and far between.




Foundations Financial Partners does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.