Perfect Balance Taxticians

08/19/2026

Hey, we're moving into the last month of the third quarter, and if you want to look at some strategies to save on taxes, join me on this webinar September the 2nd at 6:30. DM me that you want to join, and I will send you the link to join the webinar

08/19/2026

08/17/2026

Join me for a free virtual session on September 2, 2026, at 6:30 PM CST, where we'll dive into practical strategies to reduce taxes, protect your income, and build lasting wealth. I've learned firsthand that making and keeping money are different skills. Let's ensure you're not overpaying in taxes. DM me to register

08/02/2026

If your income doubled this year...

Would your wealth double too?

For most entrepreneurs, the answer is no.

That's because wealth isn't built by income alone.

It's built by strategy.

Join me for a FREE Business Boost Session where I'll share practical strategies to help you:

✔ Keep More
✔ Protect More
✔ Build More

If you're serious about building a stronger financial future, I'd love to have you there.

Register using the link on the flyer!

07/29/2026

Anyone's welcome.

07/24/2026

Now, here's a tax strategy most business owners do not know about or do not use. It is called the Augusta Rule. This is one way to reduce your profit from $15,000 to more, a year by following the rules. That money that's coming from your business, which is a tax deduction, goes into your pocket tax-free. This is why you should have a tax strategist and not just a tax preparer.

07/23/2026

So how do you reduce taxes, protect it, and use it more than once?

07/17/2026

Think you’re safe just because you have an LLC or S-Corp? Think again.

Meet Sarah. She worked hard to build her empire, set up her S-Corp, and started making the kind of money she used to dream about. But she skipped the "boring" stuff: the meeting minutes and corporate formalities. When a legal hiccup happened, the court didn't see a corporation; they just saw Sarah. Suddenly, her personal savings and her home were on the line.

This is called "piercing the corporate veil," and it’s a nightmare you can avoid.

Keeping your meeting minutes isn't just a box to check; it’s your legal armor. It’s the proof that your business is a separate entity from your personal life. If you aren't documenting your big moves and annual meetings, you're leaving your personal assets wide open for the taking.

Don't let a lack of paperwork put your hard-earned wealth at risk. We specialize in making sure your strategy is tight and your formalities are flawless.

Ready to bulletproof your business and protect what you’ve built? Schedule a strategy call today at www.taxticianpb.com.

07/16/2026

Still stuck at the $10K SALT cap and wondering why your taxes feel like a penalty for doing well?

I had a client tell me: “I’m paying a ton in state taxes… and I can’t even deduct most of it.”
That’s when we looked at the VIP entrance most business owners never use:

PTET (Pass-Through Entity Tax).

Here’s the simple version:
• You pay state tax at the BUSINESS level (not just personally)
• The BUSINESS may get a full federal deduction
• You may get a credit on your personal state return

Translation: you could save thousands (depending on your state + income + entity setup).

PTET isn’t for everyone and it’s very state-specific: but if you’re an LLC or S-Corp and income is climbing, it’s worth a strategy check.

Want to see if PTET could be your workaround? Schedule a call at www.taxticianpb.com.

07/15/2026

What are the rules? Can I deduct this for business? Can I deduct that for business? The rule says if it's ordinary and necessary for your type of business, then it's deductible. You have to look at your type of business and all other businesses that are similar to yours. Is this something that they would deduct?