Heart Financial Group

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Heart Financial Group We are a holistic financial planning firm located in Olympia, WA. We specialize in retirement and income, tax, estate, and long term care planning.

https://heartfinancialgroup.com Disclosure:
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This is a recent Forbes Magazine article: https://www.forbes.com/councils/forbesfinancecouncil/2025/03/03/your-cpa-isnt-your-tax-strategist-heres-why-that-matters/

Many business owners believe tax planning happens when they sit down with their CPA to file their tax return.
Unfortunately, by that point, many opportunities may already be gone.

Let me be clear:
CPAs provide tremendous value.
They help with compliance, tax preparation, accounting, and keeping businesses organized.
But tax preparation and proactive tax strategy are often two different things.

Imagine walking into your CPA's office in March and asking:
"What can I do to reduce last year's taxes?"

In many cases, the answer may be:
"Not much."
Because many tax-saving opportunities need to be implemented before year-end.

I often explain it this way:
Tax preparation looks in the rearview mirror.
Tax planning looks through the windshield.

Proactive tax planning may include strategies such as:
• Entity structure review
• Retirement plan strategies
• Cost segregation opportunities
• Tax credits
• Capital gains mitigation strategies
• Employee benefit strategies
• Exit planning considerations

Many business owners are surprised to learn there may be incentives available they never knew existed.
The objective isn't avoiding taxes.

The objective is understanding the rules and using them appropriately.
Business owners work incredibly hard for what they earn.
Keeping more of what you earn can create more cash flow, improve business value, and potentially increase future opportunities.

Message me here on LinkedIn
Or schedule a free strategy session: https://calendly.com/heartfinancialgroup/15-min-meeting-with-linda-jensen?back=1&month=2025-04

Linda Jensen
Founder | Heart Financial Group
Helping you maximize profit, minimize tax, and build lasting wealth.

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Address

3250 14th Avenue NW
Olympia, WA
98502

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

Telephone

+13608788065

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