Meet the Uncle Sam Strategy

October 7, 2022

The Uncle Sam’s strategy isn’t about what to say at the Thanksgiving table when that one family member starts popping off about their rogue political theories or kids today. This is about everyone’s favorite walk in contradiction. The proverbial Uncle Sam, also known as the U.S. or the United States.

Uncle Sam always seems to have a handout at tax time. We don’t blame him. He’s got big responsibilities for all 332 million of us, and that means taxes. This often harsh reality can cause a lot of anxiety for business owners. After all, their income is taxed just like everyone else, and sometimes that bill can really knock us down a few pegs on the financial ladder, sometimes more than a few, so we have good reason to be scared of Uncle Sam’s High Holy Day, April 15th. Expressions like in this world, nothing can be said to be certain except death and taxes are deeply ingrained in our shared cultural understanding. Gee, thanks.

There is a better way. When you take a four-season approach to tax time, your accountant can tell you several times per year what you owe and an estimate of the balance due in February. You can even send in the payment, but we will not file on April 15th. Why? Because we don’t have to and we don’t want to. Waiting for IRS systems and form approval. No thanks. Just guessing to see if changes and new interpretations of the law will follow the federal laws. Yuck. Reduced accuracy and quality because everyone is rushed and stretched too thin on this arbitrary deadline. Beat it, bud. Receiving amended statements from brokerage accounts and then having to turn around and amend a return. Hard no.

We’re more for the benefits of filing an extension and taking the time to do it right, strongly reducing the potential for audit and reconciling transcripts that don’t even start to populate until June or July.

Things like your W-2s, 1000s, and interest statements. What’s more? A more relaxed timeline is the only way to truly implement our profit planning strategies to reduce burdens. This is why we have designed this innovative new framework for dealing with the Uncle Sam problem. Why spin out in anxiety about what you owe when you can relax into a 365-day tax plan? See, isn’t that better? Finally, a way out of accounting overwhelms decision fatigue and fear of surprises because there’s more to taxes than being on time, and there’s more to life than business.

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Donna Bordeaux, CPA with Calculated Moves

Creativity and CPAs don’t generally go together.  Most people think of CPAs as nerdy accountants who can’t talk with people.  Well, it’s time to break that stereotype.  Lively, friendly, and knowledgeable can be a part of your relationship with your CPA, as demonstrated by Donna and Chad Bordeaux. They have over 50 years of combined experience as entrepreneurial CPAs.  They’ve owned businesses and helped business owners exceed their wildest dreams.   They have been able to help businesses earn many times more profit than the average business in the same industry and are passionate about helping industries that help families build great memories.