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We help 6 & 7 figure holistic practitioners Keep more of their money, pay less taxes, and Invest in real estate so they can retire early

welcome to crystal clear profits, inc.

Our Services

  1. Tax Optimization for Holistic Practitioners: We specialize in creating personalized tax strategies tailored to the specific needs of holistic practitioners earning 6 and 7 figures. Our team of experts is well-versed in the intricacies of the tax code, ensuring you pay only what is necessary while maximizing your deductions.
  2. Financial Planning and Wealth Management: Beyond tax optimization, we provide comprehensive financial planning services to help you build and preserve your wealth. Our team works closely with you to create a customized plan that aligns with your holistic practice and financial goals.
  3. Real Estate Investment Guidance: Investing in real estate can be a powerful wealth-building tool. We offer expert guidance on identifying lucrative real estate opportunities, whether it’s residential, commercial, or investment properties. Our goal is to help you make informed decisions that contribute to a secure and early retirement.

Why Choose Crystal Clear Profits, Inc.?

  • Holistic Approach: Just like your holistic approach to wellness, we take a holistic approach to your finances. We consider all aspects of your financial picture to create a comprehensive and integrated strategy.
  • Expertise in Holistic Practices: Our team understands the nuances of the holistic industry, enabling us to provide specialized financial advice that aligns with your unique business structure and income streams.
  • Client-Centric Service: We prioritize building long-term relationships with our clients. Your success is our success, and we are committed to providing personalized, attentive service to help you achieve your financial goals.
  • Proven Results: Our track record speaks for itself. Many 6 & 7 figure holistic practitioners have benefited from our expertise, reducing their tax liabilities, optimizing their finances, and making sound real estate investments.

Discover the financial freedom you deserve with Crystal Clear Profits, Inc. Let us be your trusted partner in securing a prosperous and early retirement. Contact us today to schedule a consultation and take the first step towards a brighter financial future! Book a free consultation HERE.




At Crystal Clear Profits, Inc., we consider our clients not just as business partners but as integral members of our holistic financial community. Together, we work towards achieving financial empowerment and mainstream recognition for the holistic approach to well-being. Explore the success stories of our clients and discover how Crystal Clear Profits, Inc. can empower you on your financial journey. Click HERE to book an free consultation.


What It’s Like to Work With Us?

Working with us is not just a financial consultation; it’s a collaborative journey towards your financial well-being.

Here’s what you can expect:

  • Personalized Approach: We believe in the power of personalized solutions. Your financial journey is unique, and our approach reflects that. From the moment we start working together, we take the time to understand your specific needs, challenges, and aspirations. Your goals become our goals, and together, we tailor a financial strategy that aligns perfectly with your vision.
  • Holistic Understanding: Just as you approach holistic wellness with a comprehensive mindset, we apply the same principle to your finances. We take into account the intricacies of your holistic practice and the broader landscape of your life. This holistic understanding allows us to provide financial guidance that not only supports your business but enhances your overall well-being.
  • Open Communication: Communication is key to a successful partnership. We prioritize transparent and open communication throughout our collaboration. You can expect clear explanations of financial concepts, regular updates on the progress of our strategies, and an open line for any questions or concerns you may have.
  • Empowerment Through Education: We believe in empowering my clients with financial knowledge. As we work together, We take the time to educate you on the intricacies of your financial plan. This knowledge empowers you to make informed decisions, ensuring that you have a deep understanding of the strategies in place to secure your financial future.
  • Proactive Problem-Solving: Anticipating and addressing challenges is a crucial aspect of my approach. We take a proactive stance in identifying potential financial obstacles and work collaboratively with you to develop effective solutions. This proactive problem-solving ensures that we navigate your financial journey with confidence and resilience.
  • A Supportive Partnership: Working with us is more than a client-advisor relationship; it’s a partnership. We are committed to being a supportive ally on your financial journey, providing guidance, encouragement, and expertise every step of the way. Your success is my success, and we are dedicated to helping you achieve your financial goals.

Tax Planning and Preparation

We don’t just do tax preparation; it’s the byproduct of tax planning. Why tax planning? It’s one of the most important parts of building wealth since your tax rate could be as high as almost 50% of your net profits.  Book a free consultation here.

B00kkeeping and Accounting

We are QuickBooks ProAdvisors and proficient in the Desktop and Online Versions. We can help you streamline and automate your bookkeeping, and review your procedural operations to reduce your administrative tasks so you can focus on what you do best.


Business Coaching and flow consulting

Sometimes you can get a little stuck with growing your business or can’t envision your business at the next level. We have over 10 years of business coaching skills and mentored in the 10X system, and certified in Wealth Dynamics to help you get your business and your wealth to the next level. Book your free consultation HERE to see how we can help you.


Giving Back

We also believe in giving back.  Our Non-Profit Organization empowers individual who are seeking healthy alternatives in life.  At Life, Finance & Wellness, they incorporate education on natural medicines, mindfulness practices, and financial mastery to live a more vibrant and fulfilled life.  For more information about Life, Finance & Wellness visit us here. https://lifefinancewellness.wixsite.com/lfw22


Our services

This is to name a few of the services we offer to help make your work easier

  • TAX PLANNING & PREPARATION
  • BOOKKEEPING SERVICES
  • PERSONAL ADVISOR
  • FINANCIAL COACHING
  • TECHNICAL SUPPORT
  • ESTATES & TRUSTS
  • CASH FLOW ANALYSIS
  • 100% SATISFACTION GUARANTEE
  • ONLINE COURSES FOR ENTREPRENEURS