Strategic Tax Planning Services

OUR TAX PLANNING PROCESS

Here’s how it works:

1. Initial Analysis (No Cost)

We Review prior tax returns, current financials, entity structure and your responses to our questions.

We spot the mistakes and missed opportunities in your current setup.

2. 60 Minute meeting

We meet with you and discuss the cost of Your Missed Opportunities

You find out how much you spend in unnecessary tax dollars every year.

$15,000+ average tax plan savings per year

We’ll Decide Whether Proactive Tax Planning is Worthwhile

You will receive a tax plan fee quote from us.

If tax saving potential is significant, we move forward with planning; If not, we’ll recommend not to move forward.

Over 10/1 is the average return on investment (ROI) on their tax planning fee

3. Tax Planning Session

We’ll review every short-term and long-term recommendation that we can find to lower your tax bill and start you to wealth accumulation.

4. Plan Implementation

Implementing the plan is where the savings start to accrue.

Immediate tax savings from quick implementation of short-term ideas; Longer-term ideas are monitored until ready to implement.

Action is the key to planning – implementing the ideas locks in your tax savings

The Benefits:

The benefits from your personalized strategy will come to you in many ways:

You’ll take control of when and how much you pay in taxes.

You’ll create a roadmap to building wealth and achieving your dreams through the tax advantages the wealthy use.

You’ll set up your business in the best way to slash taxes and protect your assets.

You’ll legally lower your tax bills in ethical ways so you can sleep at night and not worry about the risks of an audit!

You’ll enjoy peace of mind knowing you have an expert team of advisors supporting you so you can concentrate on doing what you do best!