Billionaire Warren Buffet wisely said, “someone’s sitting in the shade today because someone planted a tree a long time ago.” There is no denying that financial planning is an essential part of your business (if you want to position yourself for success), but what do you do when the current financial system is either biased or irrational? Instead of reaching out to a financial advisor (who might as well be called a salesman) or your IRS-averse, Type-A CPA…get in touch with Financial Gravity.  Financial Gravity provides legal, ethical, and moral ways to help you pay less money in taxes (and take home more personal income).

Financial Advisors

Most financial advisors sell products, transactions, or strategies that are driven by commissions. According to an article in The Wall Street Journal, even if an advisor claims he or she is “fee-only,” they can still receive commissions.

What does that mean for you, the small business owner? If your financial advice isn’t tax-centric, then you’re likely receiving biased advice.


Most CPAs weren’t trained to give you financial advice. Though the CPA exam is a rigorous 16-hour test that spans 2 days, there isn’t one question related to personal income taxes.

What does that mean for you, the small business owner?

Because your CPA is unaware of how to proactively and strategically use the tax code, he or she may be irrationally afraid of being red-flagged by the IRS, (which means they probably won’t help you use the tax code to lower your income tax.)

Ask any small business owner or entrepreneur what their least favorite thing about running a business is and you’ll likely hear this response, “TAXES.” But like most things in life, we usually hate the things we don’t understand. Financial Gravity knows how to make the tax code work in your favor. We help small business owners, like you, recapture the hope of financial freedom by providing Strategic Tax Planning, something that you probably aren’t getting from your current financial advisor or CPA. 

Read real-life examples of how we helped save small business owners thousands of dollars on their taxes.

Photo by Oliver Thomas Klein on Unsplash

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