It's high time we peel back the curtain and reveal business, money and tax strategies that can create serious wealth. We're talking about money moves you thought were reserved for big corps and billionaires. Well it's time to claim your seat at the table. Go ahead and pull up a chair.
Intentional Wealth Building
with Tax Saving Strategies
We do things a little different around here. We work with motivated coaches and consultants like you who are on a growth trajectory to 7-figures and beyond. The difference between us and the “other guys?” We help you optimize your business portfolio and search for the best outcome based on your goals (hello vacation, new home, retiring early).
Hi, I'm Ali Vee
I'm a soft spoken (but outspoken), potty mouthed, business badass. When I'm not crunching numbers or researching tax laws I'm either hitting the links or doing something fast, loud & fishy.
Freebird Financial was born after 15+ years in business operations, managing multi-million dollar businesses. I needed to KNOW why my numbers differed from corporate. When I received unsatisfactory replies, I did what any logical person would do...Quit > get a Masters in Accounting > become an IRS Enrolled Agent and Certified Tax Coach. Totally normal. Now I help business owners make decisions that are advantageous today, tomorrow and at tax time.
Combine a business background with a strategic (legal-loophole-loving) tax nerd and you've got a whole lot of passion backing your business. Let's get to work!
Listen, I get it...
Your business is growing at break-neck speed and so is your tax bill. Ouch! Now's the time where we need to pump up the volume. The Executive Club is the next step as your business, rental property & investment portfolio grows. (Don't worry girl, we'll help guide you into those additional wealth building revenue streams!) We review all of your revenue streams (& losses) and apply strategies to reduce, defer or eliminate tax. We go deep in our tool box to give you a proactive plan full of court-tested, IRS-approved strategies that you thought were only reserved for the big corporations. Best part, we only move forward if it makes financial sense for you.
Because let's be honest, you have to pay to play. Tax favored strategies require the right plan (provided by yours truly), an implementation team (may require a lawyer or financial advisor) and continual effort from you. We'll break it all down for you in plain English, discuss all costs involved and the taxes you'll save (hello, money in your pocket!!) so you can really see how big you're winning. Cha-ching!
Investing in your business is a big deal and we take that seriously at Freebird.
We don't believe in one size fits all because, well, it doesn't. We look forward to chatting and developing a custom proposal for you!
Here's the skinny on working with us.
So you like it straight, no chaser? My kind of gal. Here's what you get:
- BOOK A CALL - A quick get-to-know-you chat to determine if we are the right fit.
- UPLOAD YOUR DOCS - Upload relevant documents to our secure client portal for a free analysis. We'll review for mistakes, missed opportunities, entity analysis and overall tax reduction strategies.
- LET'S REVIEW - Together we’ll review the strategies and show you how much you can save year after year. Cue the champagne!
- LET'S GET TO WORK - We'll deliver our plan and implementation costs, sign a contract and request a deposit to move forward.
- SUPPORT - We're available to answer your questions and we'll bring new information to you if the laws change (2020 being a prime example!) and we can offer more savings! All of our plans include quarterly tax calculations, email support, an annual tune-up meeting and the preparation of your business and personal tax returns.