I am saddened when a potential new client comes to me & I see that their company is

either a sole-proprietor or an LLC. This saddens me because their CPA or tax professional hasn’t

had the conversation with them about converting to an S-Corp. I am saddened because CPA’s

know better & tax professionals should know better, but nope, they are allowing their client to

over pay their taxes. You see, sole-proprietors and/or LLC’s pay an additional 15% SE tax on

their net income & If their net income is over $18k, they are giving too much to the IRS out of

their pocket. If they were in a S-Corp, they wouldn’t have to give it away. I help small

businesses understand this and reposition themselves for thousands of dollars in savings each

year.

I wish I had known about S-Corporations & why there is such a huge tax advantage to operating

as one. For years I overpaid my taxes.

It’s a struggle but at the same time it is rewarding to groom someone to take care of my clients

the same way I would take care of them. It less about delegating, it’s more about team building.

Unfortunately the adage “the best laid plans...” is true in my case. Sometimes I prioritize by logic and then I have to re-prioritize by fire & often that is in the same day. In my profession, I am deadline driven.

Lists, lots of lists, write it down. In my office we use slack to communicate lists to each other.

I also look at a task at hand & ask myself, who else can do this task?

We start with long term goals:

1. Overall desire for the company

2. 2 year goal for the company

3. What do we want this time next year as a company

4. What do we have to do now to reach goals set for the beginning of next year

With the advancement & availability of connecting through technology, I am able to provide my

clients with the same high quality service I provided prior to COVID. I serve clients worldwide,

so I have used screen-sharing technology and secure client portals for some time. On a rare

occasion when a client just must come into see me, we sanitize and social distance and wear

masks if need be.

Not enough hours in the day. I am very passionate about helping people and that takes time.

#1 by far is Spencer Johnson, author of “Who Moved My Cheese.”

He wrote one line that changed my professional life & that I still draw on to this day:

“What would I do if I wasn’t afraid?”

Another one is T.Harv Eker - Enlightened Warrior Training:

Courage is not action without fear, Courage is action in the FACE of fear.

Our website is: www.carisenterprises.com

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