4.8 • 2.1K Ratings
🗓️ 29 March 2025
⏱️ 59 minutes
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0:00.0 | You guys have processed over $100 million worth of tax credits. |
0:05.0 | Yes. |
0:05.5 | And what has been some of the things you've learned? |
0:07.8 | So a few things. |
0:08.7 | If you don't have a good team around you, you're just going to spin your wheels. |
0:12.6 | We wanted to give the American public basically a vessel. |
0:16.5 | We set it up similar to like turbotax. |
0:18.8 | TurboTex tax credit. |
0:19.0 | I would have a guy like me though who has like LLCs and stuff. Depends on how you are taxed, right? And it depends on how you are paid out of that |
0:28.2 | LLC. But you got into amazing strategic partnerships where we just verify your identity and we |
0:33.2 | pull all of the data we need directly from the IRS. Oh, cool. Yeah. So we're getting hard and fast |
0:39.0 | verified data. People don't even have to submit anything to you. No. Oh. They just have to verify |
0:43.4 | their identity and go through some little bit of know-your customer checks. And that's it. And it's all |
0:49.1 | free to check. What's up, wealth builders? Today, I've got a lawyer who specializes in helping entrepreneur, |
0:56.0 | self-employed people get tax credits. And he's actually processed over $100 million worth of tax credits |
1:02.9 | that you might be eligible for. I've got Ryan Yumina. What's up, man? What's up, Brian? |
1:09.1 | Man, thanks so much for uh for having us today yeah dude |
1:12.5 | so you guys came on one of my one-on-one calls and started telling me about this tax credit |
1:17.8 | thing that you guys have been doing for people on like uh sick and family leave and then self-employed |
1:24.1 | people and i was like man, this is kind of crazy. |
1:28.0 | Like, I've never even heard of this for myself. |
1:29.8 | And I've heard about a lot of things. |
... |
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