Tax & Estate Planning
A Proactive Approach To Organizing Your Finances
Start your journey to a Happy Family Lifestyle with one of the most exclusive services
We ensure that you're not spending more than you're earning.
We make it easy for you to pay your bills simply by tracking your expenses and following a plan.
Meet Leary Mullings
A 3-session coaching program that will make you comfortable with your family budgeting. Upon completion you will be equipped with the knowledge needed to control your family finances rather than have the finances control you.
Start your journey to a Happy Family Lifestyle with one of the most exclusive services; Better Best. This is a private account process that cannot be gotten anywhere else. It’s secret is in the way we escort you along your personal accounting journey, removing the word “accounting” from your mind, replacing it with fulfilment.
Our plan is to move you from Better to Best with our “Better Best” personal financial management system. We mentor and guide you to:
- Establish and maintain your family budget
- Calculate and manage variances in your spending
- Properly use surpluses and remedy deficits in your budget
- Account for your investment portfolio
- Use the personal financial management program in tax return preparation
- Use personal financial management software to manage your finances
Better Best is a 3-session coaching program that will make you comfortable with your family budgeting. Upon completion you will be equipped with the knowledge needed to control your family finances rather than have the finances control you.
Tax planning plays a very important and almost crucial role in maintaining your individual, family and, if needed, your corporation’s profitability. Therefore coaching and mentoring in taxation is crucial to a Happy Family Lifestyle.
Being taxwise leads to prosperity and a Happy Family Lifestyle. In this 1-hour session, we will give you the pro’s approach to becoming taxcompliantwise.
We will guide you in becoming tax compliant at all times and demonstrate how being taxcompliantwise is being money-smart. We will show you how to get more credits and deductions from the tax man and how to invest and benefit from the IRS’s money.
You will get many, many tax planning tips and procedures that you can use year after year. Taxcompliantwise will bring you lower taxes and a Happy Family Lifestyle.
Taxcompliantwise is but one of the many accounting and business services in which Leary Mullings will be your professional coach. He will help you with a suite of customized personal as well as business services for small to large-sized companies. This comprises a full range of accounting and consulting services; including attestation, tax planning, and technology solutions.
Bigger & Better
Bigger and Better is an introduction to business success. Leary offers private consulting services involving: Strategic Organizational Reviews; Organizational Structuring; Project Management; Business Planning; Strategic Planning; Internal Control and Operational Reviews; Business Valuations; Mergers and Acquisitions, and Research.
Bigger and Better is intended to instigate thoughts about careers relevant to financial success. It energizes young families, as they determine whether financial success and happiness is best achieved through launching their own businesses or maybe working for others.
Bigger and Better is a two-part business process where your most pressing lifestyle questions are answered. In the first session you will understand:
- If you should start your business
- When is the right time to start a business
- If you should register a company
- Where you should register the business
- The process for starting the business and registering a company
- The kind of company you should register
- If you should have partners or family members in the business
- If you should work in your business, and
- If you should take a salary from your business
The second session takes the form of an open question platform where we use our decades of training and work experience in business skills to broaden your knowledge and understanding of business practice.
At the end of “Bigger and Better” program, you will be fully equipped and informed to make the right decision as to whether or not to start a business.
Bigger and Better is a $199 value that will get you ready to be bigger and better at business, as you move towards your dream of a Happy Family Lifestyle.
Other Services You’ll Receive
FREE Live Webinars with Q & A
On Thursdays our mentors will chat with you about family stability, money and wealth, taxes and estate planning, and early retirement.
Private WFG Group Interaction
Join, mingle and chat in one or more private groups. Meet individuals with similar interest as yours.
Private Facebook Group
Meet individuals in a secure and friendly Facebook environment. Make friends, exchange emails and phone numbers.
Group & Private mentoring Sessions
Speak with Leary, our experienced happy family mentor who understands your family needs, especially as it relates to your children.
Enjoy episodes of interest to you in building a happy family lifestyle. Join us as a guest or host depending on your expertise.
Meet with your mentor and access all services using your PC, Smart phone, tablet or PC.
Tax & Estate Planning
Better Best is a proactive approach to organizing your finances. We ensure that you're not spending more than you're earning. We make it easy for you to pay your bills simply by tracking your expenses and following a plan.
Speak with expert tax and accounting mentor to remove all IRS related burdens and keep you finances at your fingertips.
Speak with expert business mentors who will answer all your questions to help you make firm decisions about your family and financial future relating to business ownership.
Leary is Tax and Estate Planning Mentor. He provides customize techniques to help you manage your tax liability and understand estate building to improve your net worth. He will remove your anxieties concerning the amount of taxes you pay and how you manage your children future by helping you understand estate planning.
This is the enrollment fee for Better Best coaching program driven by our personal financial management system.
one time fee
This is the enrollment fee for Taxwise coaching program.
one time fee
BIGGER & BETTER
Bigger and Better is a two-part business process where your most pressing lifestyle questions are answered.
one time fee