What Is Included

A specialized and personalized tax planning service for each client.
Tax strategies, qualified loopholes, and many tax benefits you have yet to utilize.
We create a detailed tax plan for our clients to optimize their tax situation with our large list of tax strategies. Our tax plans are specifically created and designed to suit your personal and business needs.

The Process

Initial Meeting:

For new clients, we sit down for a brief meeting to get to know you better

Free Tax Discovery Session

We start the tax planning process by having a tax discovery session to review your tax situation

Introduction

Here, we get to know you and your business better. We also build a relationship through an in-depth meeting with you. This meeting will help us better understand specific situations in your current tax affairs.

Planning:

We research and determine what tax strategies, loopholes, and benefits will work in your favor. This process lasts an average of 2 weeks to a month, depending on how complete your tax affair may be.

Presentation

Next is presenting your tax plan to you. We sit with you for 30 – 120 minutes to debrief your tax plan. We present our discoveries, estimate how much it should save you, then discuss the next steps.

Follow-Up

The Follow up is similar to a Q&A session. Clients can make a follow-up appointment within the first 30 days of the presentation to ask questions for clarity and inquiry purposes. This session is set to last 30 minutes.