Our Tax Planning service is specialized for each and every client.
Our tax plans incorporate tax strategies, loopholes, and any missed tax benefits you have yet to use.
Here we strive to help you pay the least amount of tax possible by developing a detailed tax plan. Our tax plans are designed to fit your specific personal and business situations.
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: We get to know you, your business, and build a relationship with an in-depth meeting. This helps us learn more about your specific situation
Planning: We are off to the races and starting determining what tax strategies, loopholes, and benefits will fit you best. This process can take from 2 – 4 weeks depending on the complexity
Presentation: We present the tax plan with you and sit down for a ½ – 1 hour debrief. We present what we found, approximately how much it should save you, and your next steps
Follow-Up: Included is a 30-minute follow-up appointment within 30 days after the presentation. This follow-up is designed to answer any questions
Eliminate the feeling of missing a tax deduction. We focus on tax strategies, loopholes, and benefits for you and your business.