ZeroTax Pro

About

Built by a CPA who wrote the book on planning.

Jeremy Lederer, CPA, founded ZeroTax and wrote The Zero Tax Strategy. TODO: HUMAN INPUT REQUIRED — Jeremy's bio, photo and book link

The framework

The 4 Steps to Zero Tax

  1. Step 1

    Tax Projection

    Model where the year is heading before it ends.

  2. Step 2

    Core Strategy

    Evaluate the foundational planning moves the facts may support.

  3. Step 3

    Advanced Strategy

    Identify additional strategies a client may qualify for.

  4. Step 4

    Implement by 12/31

    Put the reviewed plan in place before year end.

Educational information only. Not tax, legal, or investment advice. Strategies depend on your specific facts and are implemented only after review by a licensed professional.