How You Can Save $10K - $100K In Taxes Even If You Already Have a CPA
How most people think about taxes …
- You talk to your accountant once a year
- Maybe you get some advice on potential strategies but don’t know how to implement
- Asking questions like “why am I paying so much?”
- Always feels like you are paying more each year
How I operate with taxes...
- Trusted advisor who proactively searches for the right strategies
- Quarterly assessment and tune up
- Harnessing the power of tax planning as a tool for business owners to grow net worth
Laurie Chen, CPA, MBA - Over 17 years experience as a CPA and Former Big Four Accountant
Hear From My Clients
Real Client Testimonies, Identities Hidden for Privacy
"Laurie helped my company understand the tax and financial implications of Section 174 capitalization rules and also helped us take advantage of the R&D tax credits. We are now working with her to optimize our personal taxes too!" - CEO of a Profitable SaaS Company making > $5M/year
"Laurie has provided tremendous value to my business in an advisory capacity. I understand my financials better and I have an actual tax advisor on my side throughout the year. She even helped us clean up our books. I knew exactly what I needed to do to not pay any taxes this year." - Coffee Shop Owner making $1M/year
"Laurie's tax projections were super helpful. I was in the dark about taxes but this has given me confidence that I am not paying more than what I have to." - Creative Solopreneur making > $300K/year
What I Offer
What's Included in the Tax asssessment?
Your Free Tax Assessment Includes:
- Review of Your Prior Year Return To See What You May Have Missed
- We Discuss the Top Business Deductions of 2025
- We Review the Legal Entity Structure That is Tax Advantageous
- We Estimate How Much in Taxes You May Have Overpaid in Prior Years
- We Discuss How to Optimize Your Personal + Business Accounting and Tracking Systems
Why We Should Work Together
The Right Time to Plan for Taxes is Now
Did you know You Are losing at least $20K in Taxes Every Year without Implementing tax strategies?
Fill In Your Details Below...
This is my confidential application form:
First Name
Last Name
Email Address
Phone Number
What type of business do you currently own (if applicable)?
What is your core financial goal with joining Tax Advisory ROI?
If you were to have a discussion with Laurie Chen, CPA, MBA 12 months from today, and you looked back over the past year, what would have had to happen in your life both personally and professionally for you to feel happy with your progress?
What is your #1 challenge with your taxes right now?
By submitting this application you understand that this is a substantial investment in your financial future. How would you best describe your commitment level right now?
© 2025 - Laurie Chen, CPA, MBA, PLLC-
LA Office - 251 S Lake Ave Suite 800, Pasadena, CA 91101
Austin Office - 5540 N. Lamar Blvd, Austin, TX 78751