Loading…
hero image
  • Eric Levenhagen

  • Financial Strategist
  • Mason City, IA, USA

  • ProWise Financial Coaching


Background

overview icon

Overview

Eric Levenhagen, CPA CTS is the only financial consultant who helps private practice optometrists improve the financial health of their practice with my simple, proven 3-step process called Financial Harmony which will reduce their taxes and increase their after-tax profits by at least $10,000 in the first year, guaranteed. ProWise Financial Coaching empowers private practice medical professionals to achieve personal financial freedom faster than they could on their own. We achieve this through the use of proactive business, tax and cash flow solutions combined with a comprehensive approach to the client's unique circumstances and life goals. We consistently inspire and motivate clients, hold them accountable to their success and educate them to develop life-long habits for financial success.

experience icon

Experience

  • January 2010 - Present

    Financial Strategist at ProWise Financial Coaching

    ProWise Financial Coaching empowers private practice medical professionals to achieve personal financial freedom faster than they could on their own. We achieve this through the use of proactive business, tax and cash flow solutions combined with a comprehensive approach to the client's unique circumstances and life goals. We consistently inspire and motivate clients, hold them accountable to their success and educate them to develop life-long habits for financial success.

certifications icon

Certifications

  • Issued on August 2008

    CPA

  • Issued on October 2009

    Certified Tax Strategist

awards icon

Awards & Distinctions

  • star icon

    AICTC

    2015

    Certified Tax Coach of the Year

    The award is given to the Certified Tax Coach who has stood out from his or her peers by providing clients with excellent tax planning guidance as well as exceptional support within the Certified Tax Coach community. Certified Tax Coaches spend their time researching current tax regulations, learning about how to proactively use deductions and credits that apply to businesses or personal finances and reducing tax liability in a way that complies with U.S. tax laws. Prudent business owners and diligent individuals use the services provided by tax coaches to their advantage.