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Tax Savings

Public • 588 • Free

2 contributions to Tax Savings
Going Live Soon?.....
Would you like me to go live on a regular basis? if so leave questions below and ill answer them.
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Prerit Patel
Marcus Dickerson
Donald Lisle
Adam David
New comment Jun '23
5 likes • May '23
Hey! I think it would be great if you did something weekly and request for unique problems that lead to a tax advantage. Such as my client who cashed out instead of 1031. He didn't know and had poor advisors.
Technology and Integrations
Hi! My name is Prerit (Pete) Patel. Prerit (Pete) Patel - Founder - Projektive Kapital | LinkedIn My focus is to infuse better technology that engages customers, operations, and management - all driven through workflow and automation by the customer or employee. We let go of our CPA and brought everything in-house this month. Intuit has been full of gaps and errors and we have ~50 clients who are invoiced. We use Softr.io and Airtable.com as our CRM and dashboard. The revenue software will be tied in with Authorize.net or a bank. Went back to Zoho invoicing until we find solid ground. Sorry, not a tax saving question, but lower overhead means more taxable income 😉 Where we are stuck: which bank technology and accounting software works best together? Should we shop based on volume or customer type? Which banks do tax professionals enjoy working with?
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Prerit Patel
Kc Chohan
New comment Mar '23
0 likes • Mar '23
Any suggestions on accounting software besides Intuit and Xero for our clients?
1-2 of 2
Prerit Patel
2
12points to level up
@prerit-patel-1226
I hire business owners for my businesses and teach them how to start their own by leveraging technology for time.

Active 605d ago
Joined Mar 14, 2023
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