Golightly Financial

Golightly Financial Services

We specialize in Identifying deductions, credits, loopholes, and
strategies to help people like yourself minimize your tax bill

Schedule a Discovery Session

Let’s Be Honest

you are likely overpaying taxes

How we help

We Specialize in Identifying Deductions, Credits, Loopholes, and
Strategies to Help People Like Yourself Minimize Their Tax Bill

Schedule a Discovery Session

How would it feel to alleviate the stress of

an inability to reinvest and grow your business?

saving to fund your children’s college tuition?

the IRS taking more of your hard-earned money?

saving enough money for retirement?

generating enough cash to make passive investments?

We Can Help!
SCHEDULE A DISCOVERY SESSION

an inability to reinvest and grow your business?

saving to fund your children’s college tuition?

the IRS taking more of your hard-earned money?

saving enough money for retirement?

generating enough cash to make passive investments?

We Can Help!
SCHEDULE A DISCOVERY SESSION

OUR GPS ModeL

Our tax planning and value-added services help small business owners navigate their personal and business finances.

G - Growth

With savings generated through our tax planning process, owners can reallocate cash to passive investments and opportunities to grow their business.

P – Protection

Our goal is to ensure business owners protect their income, preserve it through retirement, implement exit planning and establish a family legacy.

S – Savings

Aggressive tax planning generates savings, whereby funds are available to implement growth and protection strategies for our business owners.

Is Your CPA Saving You Thousands in Taxes?

In many cases, the answer is NO.

Most tax professionals are trained to file tax returns and ensure clients comply with the IRS.
Tax Planning requires an intentional approach to SAVE tax dollars, fuel business growth, and increase wealth.
How do I know if my CPA has taken an intentional approach to save me thousands in taxes?

Receive our quick guide

Where we identify tax-saving strategies!

All Businesses Owners Should Have a Tax Plan

Most business owners have missed the opportunity to save thousands of dollars in taxes. The tax code is ever-changing, and Certified Tax Coaches invest extensive hours and resources into education in order to save our clients tax dollars.

How would it feel to alleviate the stress of

OUR GPS ModeL

G - Growth

P – Protection

S – Savings

Is Your CPA Saving You Thousands in Taxes?

Receive our quick guide

All Businesses Owners Should Have a Tax Plan

Your Roadmap to Tax Savings and Wealth Building

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Everyone wants to pay less in taxes