Episode 286

Proactive Tax Advisors with Catherine Tindall

Catherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually $15,000-100k+ in tax savings.

With a focus on automation, Catherine and her team set themselves apart by utilizing technology whenever possible to streamline their advisory services and to offer those services to anyone no matter where they are located. She is especially passionate about providing tools to support entrepreneurs and small business owners in navigating the changing tax landscape, as well as helping them reduce their overall tax burden through proactive strategies and advisory.

Most recently, Catherine appeared on Radio Entrepreneurs to share some insight on the COVID tax credits enabling listeners to take advantage of some of those credits that are still available.

We chat about:

  • Why having a mission driven company can serve more than just the owners
  • Navigating the changing tax landscape - what’s coming down the pipeline
  • Automations you can implement in your business today to exponentially elevate your client experience
  • The benefits of tax planning: how business owners can save in tax by working proactively with their tax professional
  • My entrepreneurial journey as a woman business owner
  • Utilizing COVID pandemic tax credits

Connect with Catherine Tindall:


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About the Podcast

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Real Estate Investing with the REI Mastermind Network

About your host

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Jack Hoss

We gather amazing stories from leaders in Real Estate Investing. In each episode, our guests will tell you what they are doing that works, what they tried that failed, and best of all you'll learn actionable steps to take your real estate investing to the next level.