Small business owners are famous for taking as many deductions at tax time as the possibly can. When it comes time to get a car loan, mortgage or business loan they are disappointed to find out they are declined. How can entrepreneurs find balance preparing for a loan and making sure they are doing the right thing at tax time.
We were joined today by CPA, Charlene Quah , and WenFang Bruchett
Licensed in Texas State Board and American Institute of Certified Public Accountants, Charlene Quah, CPA, possessed more than 10 years of professional experience including accounting, business management, tax preparation, tax planning, audit, review, compilation and business consulting. She is currently the principal of XQ CPA PLLC, a firm that goes extra miles to help businesses in increasing profitability, reducing taxes and better manage cash flows. Charlene is also a frequent guest speaker for many business events for small businesses. Charlene had also completed the American Institute for Certified Tax Coaches’ inaugural training program leading to the Certified Tax Coach designation, a program that focuses on court-tested, IRS-approved strategies for minimizing Alternative Minimum Tax, maximizing deductions from real estate and passive activities, maximizing retirement savings, and similarly powerful strategies.
WenFang Bruchett is the organization’s guiding force and an accomplished banking professional with 25 years of experience. She is a former executive for a global finance organization where she managed over $200 million in assets. She has used that know-how to help transform the lives of thousands of consumers and entrepreneurs from financial rock bottom to financial solvency and wealth – even helping early stage entrepreneurs secure capital.
Through their C.A.S.H.Formula (an acronym for Credit, Assets, Savings, Health), Ms. Bruchett and BlissFinance are on a mission to empower individuals and businesses to maximize their hard-earned money and live a wealthier, healthier and happier life.
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