Strategic
Business Coaching

More Than Just a Tax Return Service…
We Will “Take You By The Hand” in Every Aspect of Your Business.

Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure your company has clarity of direction, a unified vision, and that all key members and employees have the proper focus on the tasks at hand.

Our Strategic Business Coaching Services help you develop the Strategic Business Plan that will assure your business moves forward and succeeds. In developing the Plan, we help you break your company down into the core components. How is the company defined? What are your products? Who are your competitors? How will the company be managed? What are the processes for ensuring financial health and approaching business risks?

You will benefit from our Strategic Business Coaching services if…

  • You are starting a new business or enterprise.
  • You are expanding a current business, or adding a new product or service to an existing business.
  • You are buying a business, product, or service.
  • You are trying to turn around a failing business.

Strategic Business Coaching will help you identify the weak spots in your Business Plan or plan for any elements that you have not previously addressed. In order to push your business to the next competitive level, you must…

  • Identify your target population, product or services, and the advantages you offer over your competitors.
  • Fully research the ways the need you have identified is currently being fulfilled.
  • Gain an understanding of the market, develop campaigns and timelines for promoting your business, and project the results of such campaigns.
  • Formulate a plan for staffing your business, including an identifying set of skills and expertise that will be required to secure the future of your business.
  • Complete management plans and systems required to run your business.
  • Outline financial necessities, including start-up costs, operating costs, income projections and analysis.
  • Identify all building and equipment needs.
  • Create timelines for all current or initial products as well as projected projects.

A solid Strategic Business Plan will not only help you to obtain financing for your business, it will help to assure that all your bases are covered as you begin or continue your venture.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (952) 445-8753 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

What Are Tax Planning Strategies Shakopee, MN Taxpayers Should Use First In 2026?

 Key TakeawaysGetting organized early helps prevent missing income documents and IRS matching issues later. January is the best time to check withholding and estimated tax payments for the year ahead. Contribution limits for retirement and...

How Can Shakopee, MN Retirees Reduce Required Minimum Distribution Taxes?

 Disclaimer: This content is provided for general educational purposes and does not constitute individualized tax advice. Tax planning strategies should be evaluated based on your specific circumstances in consultation with a qualified tax professional. Key...

What Are The Best Year-End Tax Moves Shakopee, MN Taxpayers Can Make Last Minute?

 Key TakeawaysYou can still make charitable gifts that count for this tax year, including donor-advised funds and stock donations. Depending on your income level, it may make sense to itemize deductions and repay a fourth-quarter state estimated tax payment...

What Does the IRS Math Act Mean For Shakopee, MN Taxpayers?

 Key TakeawaysIRS notices must now provide a clear, specific explanation of the exact error. Not generic language or guesswork. The IRS must prominently tell you about your 60-day right to request abatement, including the exact deadline date. Line...

What’s the Shakopee, MN Gig Worker Solution to a Surprise Tax Bill?

 Key TakeawaysEstimate your full 2025 tax liability now (including income tax and Self-Employment Tax) to avoid underpayment penalties before the January estimated tax deadline. Maximize year-end deductions such as mileage, home office, equipment purchases,...

IRA v Roth IRA v 401(k): Should Shakopee, MN Taxpayers Convert Before 2026?

 Key TakeawaysTraditional IRA gives you a tax break today and taxable withdrawals later.  Roth IRA means tax-free growth and withdrawals later.  401(k) has larger limits with employer-based tax benefits. A Roth conversion adds income to...

A Moment to Give Thanks for My Shakopee, MN Clients

As we’re entering Thanksgiving week, I’ve been thinking about how “interesting” this year has been. And I mean that in the polite way we describe things that are not exactly a joyride.The national noise was intense.- Inflation nearly made eggs feel like a...

How Do Shakopee, MN Investors Avoid Capital Gains Taxes From Selling Investments Or Property?

 Key TakeawaysHold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss harvesting (but beware the wash sale rule). Time your sale during a lower-income year to take advantage of...

What Are The Best Safe Online Shopping Tips For Shakopee, MN Holiday Shoppers?

 Key Takeaways Watch for IRS impersonation scams.  Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use...

What is in the One Big Beautiful Bill? Child Tax Credit Changes for Shakopee, MN Families

 Key TakeawaysThe Child Tax Credit (CTC) is now worth up to $2,200 per child for 2025 taxes (filed in 2026). Up to $1,700 of the credit is refundable if you don’t owe any taxes. Because of the OBBBA, you (or at least one spouse if filing jointly)...