From Tax Preparer to Elite Tax Strategist - Jeremy Lederer

In this episode of The Due Diligence Project podcast, founder Alex Sonkin interviews elite CPA Jeremy Lederer about his journey from recognizing the inefficiencies in tax dollars to becoming a leading tax strategist. Jeremy shares how he transformed his practice to focus on legally eliminating taxes for seven and eight-figure entrepreneurs, and discusses his new book "The Zero Tax Strategy."

Key Topics Covered:

Career Journey: Jeremy's path from witnessing his entrepreneur father's tax struggles to becoming an elite tax strategist, including his pivotal moment when a managing partner rejected his $100,000 tax-saving idea for a client

Practice Philosophy: The fundamental difference between tax preparers and tax strategists, and why reinvesting dollars in local communities multiplies value by 10x versus the 60% efficiency rate of federal tax dollars

Due Diligence Project Impact: How joining the DDP community of nearly 1,000 CPA firms transformed Jeremy's capabilities through peer review, collective expertise, and access to vetted strategies

The Zero Tax Strategy Book: Jeremy's mission to share transformational tax planning strategies with entrepreneurs, evolving from a technical textbook to an accessible guide with stories and diagrams

Implementation Focus: Why proper execution and documentation are critical for converting potential tax savings into realized savings while maintaining audit defense readiness

Featured Quotes:

"Every dollar that goes into Washington DC, only 60 cents makes it out. They literally destroy dollars. Whereas a dollar reinvested in one's local community can multiply by 10." - Jeremy Lederer

"There's a huge difference between a tax preparer and a tax strategist... that was the light bulb moment for me." - Jeremy Lederer

"If you don't know how many pages are in the tax code, then you don't know how many strategies are in the tax code." - Alex Sonkin

"Zero tax is possible, it's legal and implementation is the key." - Jeremy Lederer

Resources Mentioned:

• The Zero Tax Strategy Book by Jeremy Lederer
• Exit CPA (Jeremy's firm)
• The Due Diligence Project Summit
• Website: www.duediligenceproject.com

This episode highlights how elite tax professionals can save entrepreneurs millions in taxes through proper strategy and implementation, while emphasizing the importance of working with experienced CPAs who have deep knowledge of the tax code and access to peer-reviewed strategies.