Your Tax Strategy in 4 Easy Steps:
1. Tell Us About You
2. Identify Opportunities
2. Identify Opportunities
- Complete our online form and schedule a discovery call to discuss your needs.
- During the call, we’ll evaluate your current financial situation and goals, laying the foundation for a personalized strategy tailored to your objectives.
2. Identify Opportunities
2. Identify Opportunities
2. Identify Opportunities
- After you schedule the call, we’ll ask you to upload your prior year tax returns for review.
- This step allows us to uncover missed opportunities, gain valuable insights into your financial situation, and identify potential tax savings.
- With this information, we’ll provide you with a clear estimate of your savings.
3. Plan and Implement
2. Identify Opportunities
3. Plan and Implement
- During a virtual meeting, we’ll share your estimated tax savings and outline the next steps to help you retain more of your earnings.
- Following the meeting, we’ll provide an engagement letter and collect our fee.
- Over the next two to three weeks, we’ll develop your customized tax plan.
- Once complete, we’ll schedule a follow-up call to re
- During a virtual meeting, we’ll share your estimated tax savings and outline the next steps to help you retain more of your earnings.
- Following the meeting, we’ll provide an engagement letter and collect our fee.
- Over the next two to three weeks, we’ll develop your customized tax plan.
- Once complete, we’ll schedule a follow-up call to review the plan in detail, answer any questions, and implement your personalized strategy.
4. Maintain and Save
2. Identify Opportunities
3. Plan and Implement
- After implementation, we offer year-round monitoring through our Tax Strategy Maintenance Plans to keep your strategy on track.
- These plans include comprehensive tax preparation, regular updates to your tax strategy, and periodic check-in sessions.
- With this additional service, you’ll ensure ongoing compliance and continuously optimize your savings over time.
Proactive Support for Your Tax Plan Year-Round
Tax Strategy Maintenance Plans
A tax plan is only as good as its implementation.
We ensure your plan is executed correctly, remains compliant with IRS regulations, and delivers the savings you expect.
Through bi-annual, quarterly, or monthly management, we handle the complexities to keep your strategy on track and aligned with your goals.