A Wholistic Approach and Immense Win

Running a successful business requires more than providing a great product or service. If the business owners want to grow and become profitable, it won’t happen if they keep overpaying the IRS yearly. Many business owners think all they need to do is hire an accountant to take care of their business's tax side. The accounting firms that run the numbers are not getting to know the ins and outs of any business. This may be causing businesses to pay more taxes than they should. That’s why leaders might consider hiring a tax strategist.

A tax strategist will do an intensive deep dive into all facets of a business. Since no two businesses are alike, there isn’t a blanket tax strategy that works for everyone. Hiring a tax strategist can make all the difference in increasing the profits. Hiring a good tax strategist for your business is so much more than someone who inputs the numbers a business gives them during tax season. Tax strategists are there year-round to answer all tax questions and ensure a business keeps more hard-earned money in its pocket. A good tax strategist can also help people set financial goals for their business and assess how they can get there financially.

The key, and honestly the secret sauce, is to make sure a business owner’s assets (all assets) are in the right order and efficiently creating wealth which should lead to lower taxes.

Robert R. Wolf is an experienced Asset Coach & Tax Strategist who has assisted individuals and small businesses since 2001. His expertise lies in comprehensive planning for individuals and small businesses, and he brings a strong sense of customer care, confidence, and integrity to every relationship. As the founder of Terra Firma Business and Financial Consultants, LLC, Robert has been instrumental in helping businesses thrive by applying specific business and asset growth principles, along with deep knowledge of business tax deductions. His strategies aim to provide value for business owners, including secrets to creating massive wealth and maximizing client tax deductions. Additionally, he emphasizes building solid partnerships with CPAs to enhance business success.

“I am not a person who has a niche area but rather a wholistic approach where I cover every and any area for business owners. I invented the title of Asset Coach & Tax Strategist because I wanted people to understand who I am and what I do,” explains Robert, who has adopted a wholistic view of how a business owner’s assets should be organized and create a tax plan for someone who feels they are overpaying taxes. “My experience of working with hundreds of business owners but also my expertise in understanding various aspects of retirement planning, financial planning, real estate, business, succession planning, family business, taxes and insurance taking all this and being wholistic to understand what the right thing of the owner is.”

Robert leads by example, demonstrating unwavering commitment, integrity, and a passion for excellence. “Through transparent communication and authentic engagement, I can inspire trust and build strong connections with team members. By sharing my own leadership journey (mistakes and successes) I believe it humanizes the leadership experience and makes it relatable for others,” elucidates the pioneering leader. “Empowering team members involves recognizing and leveraging their individual strengths and talents. I encourage autonomy and provide opportunities for professional development, enabling team members to discover their potential and take ownership of their roles.” Robert adds, “I believe as leaders, it is our role to take people from where they are, to a better place, where they have not yet been and are not even sure about. Hence, the Lord and savior, Jesus Christ has always been my role model and I aspire to be someone who can help people when they need me the most.”

Robert states that achieving success is not easy; it requires hard work, perseverance, overcoming challenges, and taking educated risks. A key factor is believing in oneself, feeling internally successful, and understanding that true success is self-defined, not determined by others. The future is bright for Robert and his company as they surge ahead with experience and loyal customers who can gain more than they ever ask for.