Infinity Tax Solutions

The best time to reduce your tax bill isn't April.
It's right now.

Most people treat taxes as something that happens to them once a year. They hand over their documents, get a number, pay it, and move on. Then next April arrives and they're surprised again — same stress, same scramble, same feeling that it shouldn't be this high.

Here's what changes when you start planning instead of reacting:

You make moves while there's still time to make them.

Maximizing your retirement contributions before year-end. Timing a business expense correctly. Deciding whether an S-Corp election saves you money this year or next. Making a charitable contribution in the right tax year. These decisions have hard deadlines — and once December 31st passes, the window closes.

The difference between a client who plans and a client who doesn't isn't usually income. It's timing.

Here's what a tax planning session with Leri looks like:

📊 A review of where you stand right now — income, deductions, estimated liability
🔍 Identification of every legal strategy available to reduce what you owe
📅 A clear action plan with specific steps to take before year-end
💡 Recommendations on entity structure, retirement accounts, and income timing
🔄 A follow-up framework so next year starts with a plan already in place

This isn't complicated. It's just proactive. And it consistently saves clients thousands of dollars that reactive filing leaves on the table.

We're in the second half of the year. There is still time — but not unlimited time.

📅 Schedule your tax planning session now — link in bio.

🌐 www.infinitytaxsolutions.com

Leri Lewis, EA, CTRS, NTPI Fellow | 30+ Years | Michigan & Nationwide

You know that feeling when you actually understand your finances?

When you know what you owe before April gets here. When your books are clean and your records make sense. When someone who knows your situation is watching out for you not just at tax time, but all year long.

That feeling is financial confidence. And most people never have it not because it's complicated, but because they've never had the right person in their corner.

Here's the truth about what holds most business owners and self-employed professionals back:

It's not that they're bad with money.
It's that they're doing too many things at once running their business, serving their clients, managing their team and the financial side gets pushed to "I'll deal with it later."

Later becomes April. April becomes stress. Stress becomes overpaying, missing deductions, and wondering why the number is always higher than expected.
It doesn't have to work that way.

When you have someone handling your tax preparation, your bookkeeping, and your IRS matters someone with 30 years of experience and the highest credentials the IRS awards you get to stop worrying about all of it and focus on what you actually do best.

That's not a luxury. That's just smart business.

✅ Tax preparation done right, not just done fast
✅ Bookkeeping & QuickBooks clean, current, and actually useful
✅ IRS support year-round, not just when there's a problem
✅ Tax planning so next year starts better than this one did

Financial confidence starts with one conversation.

📅 Schedule your consultation today link in bio.
🌐 www.infinitytaxsolutions.com

Leri Lewis, EA, CTRS, NTPI Fellow | 30+ Years | Michigan & Nationwide

Tax questions don't wait for April.

They show up in July when you get an IRS notice you don't understand. In September when your business has a bigger year than expected and you're not sure what to set aside. In November when your accountant tells you it's too late to do anything and you wish you had called someone sooner.

That's exactly why year-round support exists.

At Infinity Tax Solutions, you're not a client we see once a year and forget about. You're someone we know your situation, your goals, your history. And when a question comes up at any point during the year, you have someone to call who actually knows your file.

Here's what that looks like:

❓ Got an IRS notice and don't know what it means? Call us.
❓ Starting a business and not sure which entity structure saves you the most in taxes? Call us.
❓ Your QuickBooks is behind and tax season is coming? Call us.
❓ You think you're overpaying but can't prove it? Call us.
❓ Your situation changed divorce, new income stream, property sale — and you need to know what it means for your taxes? Call us.

No waiting until April. No scrambling. No surprises.

Just a real Enrolled Agent with 30+ years of experience, available when you actually need her in person or virtually, wherever you are.

The answers you need are one appointment away.

📅 Get the answers you need today — link in bio.
🌐 www.infinitytaxsolutions.com

Leri Lewis, EA, CTRS, NTPI Fellow | Year-Round Support | Michigan & Nationwide