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Tax Accounting You Can Count On

Tax Accounting You Can Count OnTax Accounting You Can Count OnTax Accounting You Can Count On

Get started with your tax savings consultation!

Book Today

Tax Accounting You Can Count On

Tax Accounting You Can Count OnTax Accounting You Can Count OnTax Accounting You Can Count On

Get started with your tax savings consultation!

Book Today

book presale: The Smart Family Tax Guide

About the Book

 Mike Nie: Smart Family Tax Guide — Gifted Life Coaching 


Tired of paying too much in taxes and feeling like the system is stacked against you? The Smart Family Tax Guide: 101 Ways to Keep More of What You Earn is your go-to guide for keeping more of your hard-earned money.  


See a sample book chapter: How to Use AI to Do Your Tax Planning:  Sample Book Chapter 


How to Order:  SMART Family Tax Guide Book Presale Ticket Entry Form - Google Forms 

Tax Preparation

Our team of experts has the experience and knowledge to prepare accurate tax returns efficiently and effectively. We stay up-to-date with the latest tax laws and regulations to ensure that you receive the maximum refund possible and avoid any penalties.


How to Order:  SMART Family Tax Guide Book Presale Ticket Entry Form - Google Forms 

Early Praises

“This book is a spiritual and financial blueprint, brilliantly merging vision, clarity, and action. In the tradition of transformational guides like The Soul of Prosperity, Mike Nie invites you to create not just a vision board—but a living covenant with your family’s financial future. Through stories, practical steps, and heartfelt reflection, this work reminds us: we don’t just build wealth—we become it.”

- Rev. Jim Webb, Author of Create a Self-Manifesting Vision Board and The Soul of Prosperity

Exclusive Perks for Book Launch Supporters

When you buy a ticket to my launch, you’ll receive:

  • A signed paperback or eBook at publication
  • A handwritten thank-you note
  • Your name in the Acknowledgments (“Special Thanks to…”)
  • Access to my private Author Community for behind-the-scenes updates
  • Early excerpts, including the Introduction, with a chance to give feedback
  • A vote on the final book cover and title
  • A bonus worksheet or toolkit inspired by the book
  • Exclusive launch event invite (virtual Q&A or celebration)
  • A sneak peek at future projects and offers

The Author

 As a CPA with over 25 years of experience in finance, tax, and accounting, I wrote The Smart Family Tax Guide: 101 Ways to Keep More of What You Earn to fill a critical gap I’ve observed in the profession—while many CPAs act as information processors, few serve as true tax advisors. This book is my effort to change that by translating complex tax laws into practical, empowering strategies that help hardworking middle-class families build wealth, retire early, and create lasting legacies through ethical, informed tax planning. 


How to Order:  SMART Family Tax Guide Book Presale Ticket Entry Form - Google Forms 

Routine Tax planning classes

six week small business tax planning training (each january)

Covered Topics

· 10 tax strategies for small business families (LLC filing Schedule C)

· Small business tax planning under new tax law on the horizon 

· LLC business plan & record keeping template 

· Auto expense deduction strategies

· How to hire children by personal LLC

· LLC retirement plan (solo 401(k) and matching)

· Home office strategies & Augusta rule

· Travel on business with family board of advisors 

· Small business health & medical cost deduction 

What format?

The format of this course will entail Zoom recordings, AI transcripts, and slides .

What time?

  • Every Thursday 9pm EST

About Coach Mike, CPA, CFA, CFP, EA

  • Bio:  Main Street Tax Advisor Network 

six-week Family Foundation Class (each May)

Agenda

1. 10 IRS rules regarding family foundation (5%, 1.39%, 60%, 30%, 20%, 5 year, 3 year, and more)
2. 10 key documents to make your family foundation audit proof
3. 10 AI use cases regarding family foundation
4. 10 reasonable expenses you can deduct within your family foundation
5. 10 things you don’t know about family foundation
6. 10 family foundation 990 PF tax returns for your deep searching & learning
7. How to donate your RSU stocks into family foundation
8. How to establish cash value life insurance within your family foundation
9. How to use your family foundation to invest in crypto currency
10. How to use your family foundation to create career pathway for your children 

Audience

  • Mid to high-income  families

AI Era Bonus

  • Use Tax GPT to run your family foundation

Six week fly program (financial literacy for young pros)

Topics to cover

***Targeted to young professionals ages 25-35***

1. First job - employee benefits

2. First house - tax savings and credits

3. First marriage - MFJ or MFS

4. First rental - Schedule E

5. First baby - UTMA, 529, ESA and cash value whole life

Bonus Content

1. Tax planning around medical power of attorney & living trust

2. Tax strategies for your first LLC or side business/gig income

3. Tax benefits for solo 401(K), HSA and back door Roth IRA

Sponsored by Chinese American Network, a 501(c)(3) non profit

  • Zoom class
  • Recording
  • One sign-up
  • Parents able to listen in for free

Family Centered Real Estate Tax Strategies (each june)

Six week workshop

Zoom Class. Thursday in Chinese. Friday in English

9/12/2024 class 1

Topics (subject to change)

1. Schedule E deep dive

2. Section 121 and 1031 exchange combo

3. LLC & S corp and Rental Combo (IRS self-rental safe harbor)

4. Real estate professional – do’s and don’ts

5. Hire your child in rental 

6. College campus rental with 529 distribution combo

7. Real estate K-1 case study

8. Real estate legacy planning: “swap until I drop”

9. Cost segregation strategy 

10. Property management company strategy 


Real Estate Tax Consulting

Experienced CPA provides expert tax consulting services for any tax issue you may be facing. Let us help you find the best solution for your tax needs.

SIX-WEEK FLY class (FINANCIAL LITERACY FOR YOUth) (each july

Zoom class every Thursday 8:30pm Eastern

Toward high school and college  students

Tax matters you should know but college does not teach you

1. Ten strategies to fund college expenses.

2. How to use compound growth to achieve 'Let money work for you; not you work for the money."

3. Do not chase hot stocks. Do not chase hot girls. 

4.  Ten things to do for your eighteenth birthday.

5. Rich dad vs. Poor dad.

6. Professional and financial career advice in the AI age.

Prior year student feedback (Aileen from Columbia University)

 https://youtu.be/KenoX7SVyl0?si=S3a5oIDickjeV5xv 

S Corp Boot Camp – four weeks upon request

Tax Planning

  •  Tax planning strategies for S Corp small business owner

Tax Preparation

  • Form 1120S deep dive

Bilingual Zoom class

 

  • Zoom class with recording and materials (Thursday in Chinese, Friday in English)

Speakers

  

  •  Mike and Yinan are both seasoned CPAs (with Big Four prior working experience PwC and Deloitte)

Charity giving back

  

  • Half of your tuition (50% of $300) will be donated to non profit such as CAPA.

tax tips for holiday season (each Thanksgiving & Christmas e

Tax Planning

Monthly tax workshops

Each 4th Tuesday of November and December

Fun to learn; fun to earn

Zoom ID 9049835892; PIN: CAPA

We provide audit-proof workpaper templates: Schedule C, E, home office, auto, donation  and more

Licenses

  • Certified Public Accountant (CPA® Virginia License# 34954, and Maryland License# 45099)
  • Certified Financial Planner (CFP® License# 369879)
  • Chartered Financial Analyst (CFA® License# 925101)
  • IRS Enrolled Agent (License# 00148503-EA) / Preparer Tax ID Number (PTIN) P02488165 / EFIN #521309 / 1099 TCC 50T04
  • Certified Tax Planner
  • Financial Risk Manager (FRM® License# 991510)
  • MBA (Finance, Robert H. Smith School of Business), University of Maryland at College Park

Management

  • Bookkeeping: manage daily transactions
  • Individual and small business: tax preparation
  • College financial aid: FAFSA/CSS related tax filing


Advisory

  • Tax planning: Reporting and advice to support growth
  • Tax planning: college financial aid 
  • Tax planning: real estate investment


Serving Our Community

A seasoned CPA/CFP/CFA/MBA is happy to help you become tax smart.

"Do not strive to get rich; save your wisdom." Proverbs 23: 4.

Copyright © 2021-2025 Smart Tax and Smart Accounting - All Rights Reserved.

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