Barbara Schreihans, MST

Evaluator
DISC Type : sdc

Official Member at Forbes Business Council

Scottsdale, Arizona, United States

Overview

Barbara Schreihans is a Tax Strategist and member of the Forbes Business Council who specializes in helping business owners legally save on taxes. With a Master of Taxation from California Polytechnic State University, she leverages over 10 years of experience to create customized strategies for high net-worth individuals and entrepreneurs.


Having coached thousands of business owners, she focuses on spotting hidden tax savings to help them scale profits.

Personality Overview

Quality Focused

Thorough Evaluator

Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Tax Savings
Her core value proposition is helping business owners legally save $10, 000–$100, 000+ annually in taxes through strategic planning.
Business Structuring
She frequently advises on the financial implications of business entities, particularly the benefits of S Corporations for entrepreneurs.
Wealth Strategy
Believes that financial success is a result of intentional planning and helps clients build strategies to protect and grow their wealth.

Media Appearances

Barbara Schreihans – Your Tax Coach – STANDOUT Podcast Episode 05. Featured in Podbean (Notorious WMN)

See Now

Barbara Schreihans - Forbes Business Council Member Profile. Featured in Forbes

See Now

Work History

4-2022
Official Member at Forbes Business Council
1-2020
Tax Strategist - I save business owners an average of $20,000 a year at Your Tax Coach
11-2018 - 8-2020
Tax Strategist and Business Coach at Holden Moss Certified Public Accountants
8-2016 - 11-2018
Senior Accountant at Cherry Bekaert LLP
7-2015 - 8-2016
Senior Tax Accountant at Petrinovich Pugh & Company, LLP

Education

2013 - 2014
Masters of Taxation from California Polytechnic State University-San Luis Obispo
2011 - 2013
Bachelor of Applied Science (B.A.Sc.) from California Polytechnic State University-San Luis Obispo

More Information

Social Presence :

Prographics :

Exp : 17 Location : Scottsdale, Arizona, United States Job Level : Junior Designation : Official Member at Forbes Business Council
URL has been copied!

Insights For Selling To Barbara

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Barbara is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Barbara

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Barbara move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Barbara take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Barbara

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.