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Phone Number (319) 367-3272
Contact Email [email protected]
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Welcome to The Corridor of Wealth

Schedule your Discovery Session below to embark on a new financial adventure today!

 

Corridor Consulting is a CPA firm based in Iowa serving clients nationwide, uniquely equipped to serve individuals and businesses across all states in the USA. We take pride in our ability to expertly navigate the diverse financial landscapes and regulatory nuances of each state, ensuring that your financial journey is handled with precision and care, no matter your location. At the core of our approach is our exclusive Discovery Session—a personalized, in-depth experience designed to thoroughly understand and align with your unique goals, laying a robust foundation for your financial success. 

In our role as your personal Chief Financial Officer (CFO), we are committed to a partnership that goes beyond mere accounting. We focus on comprehensive financial stewardship, encompassing regular reviews, strategic planning, and hands-on financial management tailored to your specific needs and aspirations. We aim to guide, advise, and empower you at every step of your entrepreneurial journey. 

As we open doors through our financial expertise, we warmly invite you to embark on this journey with us through a transformative Discovery Session. Here, we’ll delve into your financial aspirations, discuss potential strategies, and begin charting a course towards achieving your financial goals.

Our Discovery Session is a four-step process designed to cater to your individual needs:

    1. Personalized Consultation: We initiate the session by actively listening and discussing your personal goals and priorities. During this time, we also address any accounting, business and tax concerns you may have had in the past or may currently have. 
    2. Tax Return Risk and Strategy Assessment: Following that, we dedicate 15 minutes to providing you immediate value by delivering an tax return analysis after reviewing your most recently filed tax return(s) to offer you strategies on how to minimize audit risk and reduce the largest cash outflow everyone faces – their taxes. The IRS is your largest vendor, and we make sure you get the best terms!
    3. Customized Tax Planning Strategy Guide: Afterward, we discuss the investment and potential tax savings that can be achieved by allowing us to create a personalized tax planning strategy guide tailored to your previously discussed goals and priorities. This guide will serve as your Roadmap to Wealth. When you hear about Tax Loopholes – this is it! We make sure to point out any “loopholes” and follow it up with exactly what you need to do to achieve the desired result. 
    4. Schedule Follow-Up Meetings: Lastly, we schedule follow-up meetings to present your Roadmap to Wealth and to discuss options for our ongoing strategic services, such as our Tax Plans and Accounting Plans, and any other client services you may have expressed interest in.

So, why wait? Together, we can navigate the path to your financial success, in a way that will accelerate the transformation of your long-term growth, happiness, and wealth. Take us for a test drive to see if we’re the right fit for you by scheduling your Discovery Session below. All it takes is a small investment of $495, a copy of your most recently filed tax return(s), answering some basic questions on how you like to be advised, and a bit of your time. 

With our Tax Return Risk and Strategy Assessment, you’ll gain valuable insights that can make a significant impact on your financial future, even if we may not be the perfect match. 

We’re looking forward to opening many doors for you!

 

Click Here To Schedule a Discovery Session

For a more detailed look at on our onboarding process, take a look below!

Step 1

Book Your Discovery Session

Step 2

Your Roadmap to Wealth

Step 3

Implementing Your Roadmap

Step 4

Our Ongoing Strategic Services

It all starts by booking your Discovery Session

Step 1: Discovery Session

Schedule a discovery session with one of our tax experts

We start off with a Discovery Session to investigate how we can begin aligning you and your family’s financial goals with the current and future projected tax laws. 

Before your appointment we’ll evaluate your last filed tax return for mistakes, missed tax deductions and credits. Afterwards we will provide you with the following:

    • 60 minutes of expert time dedicated to your individual needs
        • During that time we will discuss the following:
            • A discussion around your goals and what is important to you

            • Your accounting concerns past, present & future

            • Your tax concerns of the past, present & future

            • An estimate of how much we can save you in taxes, if applicable
    • The investment for this session is $495.

    • After the session is over we will schedule a follow-up meeting, using the information gathered from our Discovery Session to discuss a customized proposal to provide ongoing support services via our one of our Tax Plans or Accounting Plans
    • Once enrolled in our ongoing services, you can enroll in our educational course below, and we will provide you with the opportunity to have us develop, present, and implement a Roadmap to Wealth that showcases a structure through employee benefits, investments, business ownership, trusts, and your estate, that lead to the greatest tax avoidance during your life while still meeting your underlying financial & lifetime goals.
 
 

Step 2: The Roadmap to Wealth

A guide to lower your taxes, increase cash flow and put more money in your pocket every year!

Using the information we’ve gathered from you in Step 1 and additional information from questionnaires, documentation, and defining your goals, we will create a tax planning strategy guide that will utilize the most advantageous parts of the Internal Revenue Code (IRC).

Your Roadmap to Wealth will include:

    • A comprehensive and customized analysis of your situation and unique ways to avoid taxes or defer tax liabilities.

    • References and footnotes to any of the applicable Internal Revenue Service (IRS) references and tax court cases so you can be assured our analysis is backed up by the authoritative guidance we can rely on as Certified Public Accountant (CPA) professionals.
        • As a Certified Public Accounting firm we can legally represent you in-front of the IRS and defend your tax positions.

    • A step-by-step breakdown on how to implement our guide.

    • An additional meeting that will last 90 minutes to walk you through our tax savings plan.

    • Follow-Up Tax Strategy Session to answer any questions you have implementing our plan.
        • During this session we will discuss further options & help you with the next steps.
 

Step 3: Implementing Your Roadmap to Wealth

Let us further assist you with implementing our step-by-step tax planning strategy guide

Implementing our plans takes proper documentation and professional resources.
We can help you with:

    • Software Recommendations & Software Implementation

    • Document Resources

    • Calculating Reasonable Compensation

    • Cost Segregation Studies

    • Experts in the Legal Field (Tax, Estate, Business, Etc.)
        • Corridor Consulting has expert CPA’s on staff who deal exclusively in Trust and Estate issues and can work closely with lawyers dealing with these issues.

    • Financial Advisor
 

Step 4: Ongoing Strategic Services (Tax Plans &/or Accounting Plans)

Ongoing strategic services to keep you in compliance and moving forward to achieve your long-term goals, and give you the tools to achieve them.

Corridor Consulting can provide a wide range of customized services, guidance, tax filings and meetings to keep your plan in compliance as the tax laws change and as your life and business changes.

All of our plans include:

    • Unlimited Consultations- we will never send you a bill for simply contacting us over phone or email and asking a question, or keeping us updated on your financial and personal situation. Should we need to do additional tax analysis to answer your question, we will inform you via email or call and give you an estimate of time and that will be billed at our hourly rates.

    • Our Promise- We will always stand behind the quality and professional nature of the services that we offer. If at any point you are not completely satisfied with the services we have performed, we encourage you to bring this to our attention immediately.

    • 24/7 access to your documents via our online Client Portal or Android & iPhone Application

    • In-Person or Virtual Meetings

    • Access to our monthly email newsletter “A CPA’S SECRETS TO: AVOIDING TAXES AND CREATING WEALTH“
    • Priority responses and access to our new Facebook Group: The Corridor of Wealth Community. This group will allow many individuals to ask us tax and financial questions, but also allow them to consult with others who may be in similar business or real estate situations, with us chiming in when we think we can help.

Additional services offered:

    • Accounting set-up and support plans

    • IRS & State Correspondence

    • Preparation of Tax Extensions (Federal and State)

    • Tax Return Amendments

    • Audit Protection

    • Tax Debt Representation in-front of the Internal Revenue Service

    • Quarterly Financial Meetings

    • Yearly Growth & Goal Planning

    • Fractional CFO Services- Financial Analysis, Budgeting, Cash Flow Projections, etc..
 
 
 

Still have questions about our discovery process?

We’d love to discuss them with you during a short 15 minute introduction call if you’d like!

Click Here To Schedule a 15 Minute Introduction Call