Tyler D Harris, CPA

Senior Tax Accountant

Gursey | Schneider LLP

Tax Manager

Tax Supervisor

SingerLewak LLP

Senior Accountant - Tax

Ovist & Howard, CPA's

I help small businesses and individuals optimize profits for additional tax savings.
I conduct audits in various industries including construction, HOA's, and non-profits.

Staff Accountant

FreedomCare Benefits

- Implemented Excel template to upload multiple accounting transactions into QuickBooks 
- Utilized Excel VBA to populate and print statements directly from Excel for 200+ customers 
- Special projects, monthly closings, bank reconciliations, IT system audits, AP/AR 
- Synchronized local server with Microsoft SharePoint to facilitate departmental communication 
- Utilized macros to organize data and upload thousands of entries from Excel into Quickbooks, reducing entry time from 16 hours to about 10 minutes.

Accounting Assistant

•      Explain to employees the benefits offered through their employer's self-insured plan
•      Assist employees with enrollment
•      Sell additional health products to help them meet their needs.
•      Field 80+ calls per day during open enrollment.

Benefit Customer Service Representative

American National

•	Explained, recommended, and sold insurance products based in identified needs
•	Increased agency sales, referrals, and client retention
•       Averaged 20+ sales per month

Multiple Line Agent

•       Software Manipulation
•       Client Relationship Management
•       Needs Based Selling
•       Learned Strategies for Closing Sales

Multiple Line Agent Intern

Senior Health Group

Assisted clients in choosing a medicare plan that best fit their needs. 
Made medicare easy to understand.
Used leads to find new clients and set up appointments.

Senior Agent

I help business owners save millions in taxes using advanced tax strategies.

I moved to Hawaii with my wife and three kids for better work/life balance.

Tyler D. Harris, CPA, CMA

Three tax planning strategies I learned in my first year on the job, and why they're not as powerful as people think:

1. Defer revenue - for cash-basis taxpayers, don't go to the bank for a few days, and don't check your mail. The idea is that if you don't collect the revenue, it's not taxable.

In theory this is fine. It gets you a one-year deferral, so it's really only a time-value of money play. Assuming you can get a 20% return on the tax savings, deferring the tax might be worth up to 10% of the revenue deferred.

Not bad if you do it every year and are growing. The marginal benefit is only the new profit that is deferred until the next year.

2. Accelerate expenses - for cash-basis taxpayers, spend all of your cash at the end of the year. If you still have profit, take out a loan and keep spending.

Honestly, this is basically the short-term rental strategy in real estate, except it's way easier. Be careful not to buy capital assets that aren't subject to bonus depreciation.

Again, this is just a one-year deferral, and if you're prudent, you'll only spend money on things that you actually need and will grow the business.

3. Buy assets - this is basically the same as the point above. Buy a new SUV over 6,000 pounds and write it off.

It's a big deduction, but ultimately it's just a deferral strategy as well. You'll have taxable depreciation recapture when you sell.

My takeaway?

I left that firm. I thought it was all baloney and not much of the work we did was a value-add. 

Real tax planning isn't tax deferral alone. I felt that there was a better way - a way to get permanent savings if you were smart.

I was right. 

Give me a follow. 

I'll share some of the strategies that lead to permanent savings tomorrow.

I help entrepreneurs worth $40M-$400M save $1M+ in tax.

"Defer taxes"

Here are 3 strategies to PERMANENTLY reduce your tax bill:

1. Even out your income.

The more tax brackets you can consistently fill out each year, the better. 

For example, a married couple making $2.25m over three years will save the most money if their income is $750k each year vs. $250k in one year and $1m in the others.

Using the 2025 brackets, evening out your income would save at least $34k in tax.

2. Optimize your QBI deduction.

The QBI (or Section 199A) deduction is based off of 20% of your business income. It's based on a few factors, including total wages paid by the business, total income, and the unadjusted basis of your assets (UBIA). 

If these ratios are off, your deduction is limited. For an operating company, the optimal ratio is 28.6% of wages to income.

For example, let's say you're a solo owner making $1 million in an S-corp before wages. You pay yourself a reasonable salary of $286k instead of $100k, you save yourself $20k in taxes.

3. PTET deduction 

If you're a business owner making $600k or more, this probably makes sense for you.

The Pass-Through Entity Tax allows a passthrough to pay taxes on behalf of it's owner and get a federal tax deduction. 

Example: $1 million in business income. 9.3% PTET paid to California results in a $93k deduction and a $34k federal tax savings.

TLDR. 

If you're a business owner making $1 million or more per year, you can easily save 60k+ of taxes per year using just these strategies alone!

These are just the beginning.
What are some tax strategies you love?

Put them in the comments 👇

Bell Copywriting, Inc.

I write ads, emails, and landing pages for B2B FinTech companies. And I also write blog articles, social media content, eBooks, special reports, website copy, pitch decks, business plans, and case studies. Plus, I'm a human-centric data-driven marketer who manages monthly email marketing campaigns, LinkedIn and Google advertising campaigns, and social media content marketing campaigns for B2B FinTech companies to create top-of-the-funnel leads that generate consistent monthly revenue.

B2B Fintech Copywriter & Marketing Strategist 

QuoMarkets

George Khatar hired me to refresh and rewrite the copy for TradeQuo and QuoMarkets websites. Plus, I focus on writing blog articles for both brands to maximize their brand awareness.

B2B Fintech Copywriter

TradeQuo Global

HyperPay

Esra Sehweil hired me to refresh and rewrite the copy for HyperPay's company profile, highlight the unique selling proposition of their product HyperHospitality for hotels, rewrite the HyperPay website copy, and revise numerous product presentations to businesses and investors alike.

B2B Fintech Copywriter & Marketing Strategist

Reap

Anushka Chaudhuri hired me to write blog articles about various payments topics and optimise on-page and off-page SEO to build brand awareness, the brand identity, and generate top of the funnel leads.

NetCents Technology

Clayton Moore hired me to write copy for weekly social media content (LinkedIn, Twitter, and Facebook), a landing page to A/B test for the NetCents Weekly Newsletter, and 3 emails per. Plus, I scheduled and managed the social media content and email marketing campaigns via HubSpot to generate new  top-of-the-funnel leads for the sales team.

Nium

Jeremiah Glodoveza hired me to write email marketing copy for Nium to promote their presence at various FinTech conferences worldwide. I also set up and managed each  email marketing campaign via Pardot (Salesforce) to measure open rates, click-through rates, and click-to-open rates to generate more bookings for experts attending these FinTech conferences.

The B2B FinTech Copywriter | I Write Ads, Emails, and Landing Pages for B2B FinTech Companies | The Coconut Loving Wizard of B2B FinTech Copywriting

I write killer copy for B2B fintech companies.

And here is the problem with your B2B fintech copywriting:

It doesn't create a clear, concise, and simple message anyone can understand.

So when your B2B fintech company offers excellent solutions, your ideal customers don't know you can solve their financial problems.

The result:

- You waste tens of thousands of dollars on sending the wrong message.
- You focus on generating leads that won't buy from you.
- Your conversion rate plummets.

Instead, here is how my B2B fintech copywriting can help your business:

>> DIGITAL ADS (I write B2B fintech copy that makes your ads clickable. I write both promotional and branding ads, and measure specific analytics to consistently improve ROAS and CPL. I manage your advertising campaign by using software like ClickGUARD™ to prevent bots from skewing your conversion rates.)

>> EMAIL MARKETING (I write B2B fintech copy that gets your emails opened and read. I manage your email marketing campaign by segmenting leads, setting up new automations, tracking analytics like CTR and CTOR, and growing the number of subscribers by writing lead magnets.)

>> LANDING PAGES (I follow a 21-step B2B fintech copywriting formula to build authority, establish trust, and position your offer by identifying the unique selling proposition.)

Imagine your B2B fintech business converting more warm, qualified leads with the digital advertising campaigns you run, emails you send, and landing pages you create.

Sales happen 24/7, even when you are sound asleep at night.

Plus, customers rave about your useful B2B fintech solutions.

You become a household name in the fintech industry.

And here is the unvarnished truth:

Every B2B fintech copywriting project comes with a 100% LIFETIME MONEY-BACK GUARANTEE.

If you think my B2B fintech copywriting services don't bring you the results you want, there's no need to explain. You'll receive a prompt and courteous refund without any questions asked.

Now, there's only one question left.

Are you serious about your B2B fintech copywriting?

Then let's get started.

Shoot me a DM now for the B2B fintech copywriting you want.

P.S. If you are undecided, please keep reading.

I follow a 4-step process to understand your target market better than they understand themselves.

How?

1. I send you 2 questionnaires about your brand and product offer.
2. I study the latest trends in your niche.
3. I study your competitors moves.
4. I interview employees, former clients, and current clients.

Send me a DM for killer B2B fintech copy.

Kyle R. Bell 🛎🔔

If you want to be a great B2B FinTech copywriter, you must sit and think deeply.

If you want to be an excellent marketing strategist, you must conceive of new angles and clear positioning. 

AI does not and will not make you a superb copywriter in any niche or a better marketing strategist who knows what makes people tick.

If you don't hone your writing craft or understand how to strategize to meet your customers' emotions where they are, you cannot expect AI to pick up the slack.

And that's not all.

What skillset are you improving today?

Bell out.

Kyle R. Bell 🦏

B2B FinTech Copywriter & Marketing Strategist (I generate new leads and sustainable revenue for B2B FinTech companies). Based in Tbilisi, Georgia!

If your B2B FinTech copywriting doesn’t solve a real problem, consider your words worthless.

I spoke with a client last month about using AI for copywriting and marketing strategies.

The perspective he and I arrived at was to use AI to handle grunt work, such as finding emails of leads, detecting intent signals, and automating marketing campaigns.

Before any B2B FinTech copy is written, the key is ensuring the FinTech product actually solves a real problem for customers.

Of course, knowledge and expertise are nice to have, but they are inadequate.

Why?

Because the fact remains that your FinTech product must solve a genuine pain point that someone is willing to pay for.

Sure, advanced technology like agentic AI can help, but it cannot fix a FinTech product that people do not want, need, or desire.

Laser-beam focus prevails in this case amidst all the noise of agentic AI tools.

Hype and excitement are a two-pronged approach with marketing and media. 

On the other end, investors can make big bets, multiple times, in hopes that one or two ventures will pay off.

With your B2B FinTech copywriting and marketing strategies, you only get a few significant opportunities each year to make a lasting, indelible impression.

Your focus must be on shipping a FinTech product that creates true value and generates sustainable revenue.

Forget about chasing trends in the sector.

Consider the value your FinTech product brings to the marketplace by focusing on specific, real-world problems.

Make sure customers will pay for your solution.

And learn how to leverage your time, capital, and marketing resources long-term.

Every word of your B2B FinTech copy and marketing strategies must meet real customers' needs where they are.

Bell out.

8 signs your B2B FinTech copywriting and marketing strategy has atrophied:

1. You can't list a minimum of 13 benefits about your B2B FinTech product/service.

2. You struggle to put together a clear strategy on how to position yourself.

3. You cannot define your marketing strategy in one sentence.

4. You're "too busy" thinking of new ideas to promote your B2B FinTech product/service.

5. You haven't interviewed your customers within the last 3 months.

6. The marketing data you're analyzing is not helping you pivot to achieve your long-term goals.

7. You work longer hours, and the ROI on your copywriting and marketing efforts has not changed.

8. Each week, you feel burnt out and cannot quantify what efforts are moving the needle.

If even 30% of these apply, your B2B FinTech copywriting and marketing strategy is at a complete and utter standstill.

And the only surefire way to succeed is to create a marketing strategy with B2B FinTech copy you're confident your customers will understand, relate to, and love.

If you need help with this strategic process, I have two slots available for new clients.

Please shoot me a DM.

Bell out.

New words. One glance. One mistake.

This morning, I was writing landing page copy for a special report I plan on releasing about direct mail marketing.

Direct mail marketing may not be glamorous, but it still generates sustainable revenue.

It’s different colored envelopes, lumpy mail, offers, cool bonuses like stylish pens, and using additional materials like brochures and flyers.

I have never had the chance to write copy for a direct mail marketing campaign.

But I understand how to make direct mail marketing work within any marketplace. 

Picture fun bonuses. Lift letters. Simple offers. Creating a message in the analog world that will trump digital.

A successful direct mail marketing campaign doesn't occur without using these battle-tested methods.

And while testing direct mail campaigns can be costly, the revenue generated makes it matter.

Every piece of mail sent means more prospects learn about your offer, more free bonuses, and more teasers are included.

And that's only just the beginning of the duties of running a successful and sustainable direct mail marketing campaign.

Bell out.

There is no difference between a Monday and a Saturday for me.

Why?

Because it's a lifestyle.

I've been defeated more times than I can count.

I've been disappointed and will continue to be.

I've failed and lost the trust of people.

For countless reasons.

Sometimes I fell short and didn't fulfill the conditions of an agreement.

But that will never stop me from believing in people.

And thinking the best of people.

After all, what does life revolve around?

Relationships and people.

I aim to achieve fruitful, long-term relationships with people.

Because I love people.

I'm a true believer in cultivating relationships that last.

Truthfully, I fell short many times.

And that was my fault.

I failed miserably, but also neglected to fulfill my obligations.

The reason why I'm repeating this fact is because LIFE HAPPENS!

I'm not using that as an excuse.

However, life is tough, rough, and unpredictable.

Which is what makes life beautiful.

Bell out.

B2B FinTech companies must ruthlessly publish more case studies at scale to persuade the buying committee they're pitching.

Why is this the case? 

Trust is lacking in the FinTech sector.

And case studies are proven to be the fastest way to build trust with prospects.
And case studies create a buzz and word-of-mouth marketing.
And case studies show the depth of your clients.
Plus, even mediocre copywriting from one case study can make a difference.

However...

You must follow a strategy. Numbers. Strict formula. Clients.
The key is showing up with a compelling story to tell the market.

Because someone in the buying committee will listen.

Please remember this point.

Everything you think is a real client problem may be factors the buying committee of your ideal customer persona has not even considered.

So you tell the story with a thrilling beginning, awakening middle, and triumphant end will do the job.

B2B FinTech companies, write as many high-quality case studies as you can.

I’ll expect you to make it happen. Because the FinTech industry as a whole needs to build unshakeable trust. 

Bell out.

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The Battle

Tyler D. Harris, CPA, CMA

Kyle R. Bell 🛎🔔

Followers

Posts

Engagements

Likes

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