🧮 The Tax Playbook I Wish I Had 10 Years Ago



@baldridgecpa

ISSUE 51


The tax playbook I wish I had 10 years ago

I'm writing a book.

After advising hundreds of business owners and helping them save millions in taxes, I'm finally putting my top tax saving strategies in one place.

Win The Tax Game: A Playbook for Small Businesses to Avoid Hassle, Save Money, and Build Wealth

Here's what I know: Owning a small business is the best tax deal in America.

Here's the problem: Most business owners are leaving THOUSANDS on the table because no one taught them the rules.

I see the same pattern every week:

  • Business owners scrambling at year-end with shoebox receipts
  • Missing obvious deductions because their books are a mess
  • Paying 40%+ effective tax rates when they could be paying 20%
  • Getting terrible advice from TikTok "tax experts"

The difference between my clients who keep 70% of what they earn and everyone else paying 50%+ in taxes?

They understand the game.

Want Early Access?

The book drops next year, but I'm sharing the best strategies with my Insiders List now.

Join to get:

  • Chapter previews with actionable tax strategies
  • Real client case studies (like the trainer who went from $60K to $30K in annual taxes)
  • My personal tax planning frameworks

Look, I've worked with business owners at every level. The ones who win long-term don't use aggressive schemes or sketchy deductions.

They just know how the system actually works.

This book is me teaching you exactly what I teach them. No fluff. No theory. Just what works.

Until next time,

Mitchell Baldridge, CPA, CFP®

P.S. That business owner friend who complains about taxes every April? Forward this. They'll thank you when they're keeping an extra $30K next year.


Forwarded this email? Click here to subscribe to The General Ledger.

Unsubscribe​ · ​PO Box 130844, Houston, TX 77219

Mitchell Baldridge - America’s Accountant

I work with hundreds of high net worth business owners and real estate investors and spend all my time thinking about how they can give less money to Uncle Sam

Read more from Mitchell Baldridge - America’s Accountant
The General Ledger

@baldridgecpa WORK WITH ME MOST $500K BUSINESSES OPERATE LIKE THEY MAKE $100K A client came to us last year paying himself $235,000 on a $400K business. The business was showing an operating loss after the salary. He thought he was being "fair." He was overpaying payroll tax by $15,000 a year and killing his QBI deduction. The operating loss carried into next year and ate that QBI too. Six years of this. Nobody modeled it. The IRS wasn't his problem. His CPA was. You can clear half a million...

The General Ledger

@baldridgecpa WORK WITH ME COVER SALARY. SELL 2X. HOLD CASH. In October 2017, I almost lost my firm. Six employees. Houston. Service work, billed in arrears, no recurring revenue. In August, Hurricane Harvey hit. The tax deadline got extended. Projects got pushed. Employees still wanted to get paid. I thought I'd run out of money and go get a job. One client deal for $50,000 bailed me out. Three months from "I run a firm" to "I'm calling recruiters" to "okay, we're fine." The lesson took me a...

@baldridgecpa WORK WITH ME WRONG SEQUENCE. WRONG STRUCTURE. WRONG YEAR TO FIX IT. Every tax season is the same story. We field calls in May from first-year business owners staring at tax bills they didn't see coming. Average bill: $24,000. Average reaction: "how in the world did this happen?" The business owner always asks some version of, “What can I deduct? Do I need to buy a truck? Do I need to buy an Airbnb?”In 99% of these cases, the answer was the same. They didn't miss a deduction....