Page 21 - i NET 7 Pages
P. 21

They  share  that  with  us.  And  annual packages, we’re saving an  Brian:  Perfect. How can we find
         then we, as tax planners, get into  average of $29,265.60.               you and work with you?
         the  creative  mode.  This  allows
         those of us who are creative to  Brian:  Wow. Tell us briefly about  Jonathan:  You  can  type  in
         come out of the woods and start  your  Naked Tax Talk  and  your  jonathanbengel.com              and    on
         thinking of different ways within  book.                                 youtube.com/nakedtaxtalk.  You
         the law and within the tax code,                                         can also find me at jbfinancialllc.
         and also, backed up by tax court  Jonathan:  I like to  say that was  com.  And  my  email  addresses
         cases that actually  allows  us to  my unplanned pregnancy. I gave  are  info@jbfinancialllc.com or
         further unlock  and uncover the  birth to Naked  Tax  Talk in  July  happiness@jonathanbengel.com.
         secrets of taxation.                2019, and it’s a show where we
                                             bear down  to the  naked truth  Brian: Fantastic.  Thank  you  so
         Brian: Fantastic. Give us a quick  about our personal lives, business  much for being here. Thank you.
         case study of someone who you  lives, and monetary lives.
         help save a lot of money.                                                Jonathan: Thank you.
                                             I also  wrote a book called
         Jonathan:  We  save  our  clients  The  ABC’s  of  Deductions:  An  Jonathan Bengel is an IRS Enrolled
         hundreds of thousands of dollars  Entrepreneur’s  Guide to  Tax  Agent.  Federally  Authorized  to
         in taxes every single  year as  Write-Offs.  This  book  came  to  represent  taxpayers  before  the
         proactive  tax  planners.  There  me  because  client  after  client  Internal Revenue Service. However,
         are even cases where I’ve saved  would constantly ask, “What  he is known as the Business Profit
         people  half a million  dollars in  can  I deduct  in my business?  Tax Coach & Teacher Extraordinaire,
         tax.                                What are the things I can take  speaker, author, and entrepreneur.
                                             advantage of?”                       For  over  18  years,  he  has  guided
         I have a doctor client. Last year I                                      established women, and a few good
         said to him, “We’re going to save  And  I  realized  that  they  could   men,  entrepreneurs  through  the
         you  $77,000  in  taxes  utilizing  pay me thousands  of dollars to      darkness  of  taxation,  and  shines
         some  strategies.” This  year,  we  give them this answer, or they       the  light  to  financial  happiness.
         completed his tax return,  we  could go  and  invest exactly             He is the host of his own YouTube
         saved him $77,061.                  $12.97  on Amazon  to  purchase      channel, Naked Tax Talk raw, where
                                             my book.  What I realized is it      he and his guests come together to
         I told another client who makes  wasn’t  necessarily about  the          openly talk  about  their  personal
         about  $200,000 a  year, “By  deductions. It was about the fear          lives,  business  lives,  and  money.
         implementing  two  other  tax  of  the  deductions,  and  it  was        In 2020, he wrote his first #1 Best
         strategies,  we’re going to save  about  not knowing  what they          Amazon  Selling  book,  nationally
         you close to $30,000 in taxes.”  could take advantage of.                and  internationally,  “The  ABC’s
         This  year,  we  saved  them                                             of  Deductions:  An  Entrepreneurs
         $37,348.                            So, I purposefully stripped away     Guide to Tax WriteOffs.”
                                             all  of  the legalese  behind  the
         Or  take  my  construction  client  language. Most people who read
         that  had been  working  with  us  a tax book  will talk about  tax      He is  the  President and founder
         since  2017.  For  the  first  time  code and use complex law jargon     of  JB  Financial  LLC,  and  Tax
         ever, he said, “What?  We’re  that lawyers like to write. And so,        Tiger  Consulting,  Inc;  which  is
         getting  money  back?”  Because  I  distilled  it  and  I  simply  wrote   responsible  for his premier online
         we  said  to  them,  “You’re  going  each one as if it’s a story or an   course Rapid Tax Savings Formula,
         to save about $28,000 in taxes.”  explanation.                           a 5-week program designed  to
         Today, we saved him $24,981.                                             take  entrepreneurs  through the
                                             I take each letter, each deduction,   five pillars of profits. As Jonathan
         So,   our    average     business   and I’m  giving the principle        says, “Let’s remember why we went
         owner that we help who makes  behind  why someone  can  take             into business, it’s all about mucho
         $150,000 or more that comes  that  deduction  as  a  business            mucho dinero.”
         into  either  our  quarterly  or  owner.



                                                                                                                       21
   16   17   18   19   20   21   22   23   24   25   26