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Tax Sherpa

Stand: T836
Tax Sherpa

Slash Your Small-Business Taxes by 20-40 %.
For business owners who suspect they’re overpaying the IRS.

Tax Sherpa brings Wall Street–level tax planning to Main Street, uncovering overlooked deductions, smarter entity structures, and retirement strategies that often cut clients’ tax bills by 20-40 %—year after year.

  • 🧭 FREE 15-Minute “Tax-Savings GPS” at Booth T834

  • 🛡️ SherpaShield™ Diagnostic Report pinpoints every avoidable tax dollar

  • 🔄 Quarterly Strategy Tune-Ups keep savings compounding as your business grows

  • Audit-Ready Entity Structuring helps prevent audits before they start

Since 2009: 50,000 + returns reviewed • millions saved for entrepreneurs • Featured in Yahoo! Finance & GoBankingRates • Staffed by seasoned Enrolled Agents & CPAs

Show Special: Book your complimentary strategy session during the expo and receive our 38-page “Ultimate Small-Business Tax Playbook”FREE (a $299 value).

Stop by Booth T836 to lock in your slot—spaces are limited!

 

When to Start Tax Planning? https://www.youtube.com/watch?v=T0nBY_AFucY

Should You Have a Holding company? https://www.youtube.com/watch?v=fLZygHAUNM0

 

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