Your Tax Strategy in 4 Easy Steps:
1. Tell Us About You
2. Identify Opportunities
2. Identify Opportunities
- Book a discovery call and complete our short intake form.
- In the call, we’ll ask a few targeted questions to better understand your financial picture, goals, and business structure.
- This helps us determine if we’re a good fit to work together — and lays the foundation for a personalized strategy assessment.
2. Identify Opportunities
2. Identify Opportunities
2. Identify Opportunities
- We’ll ask you to upload your last two years of tax returns so we can conduct a comprehensive lookback.
- This allows us to uncover missed opportunities, identify patterns in your financial activity, and highlight areas where tax savings may be left on the table
- With that insight, we’ll provide a clear estimate of your potential tax savings an
- We’ll ask you to upload your last two years of tax returns so we can conduct a comprehensive lookback.
- This allows us to uncover missed opportunities, identify patterns in your financial activity, and highlight areas where tax savings may be left on the table
- With that insight, we’ll provide a clear estimate of your potential tax savings and show how strategic planning can make a meaningful difference.
3. Plan and Implement
2. Identify Opportunities
3. Plan and Implement
- In a virtual session, we’ll walk you through your estimated tax savings and outline the next steps to help you retain more of your earnings.
- If you decide to move forward, we’ll send over an engagement letter and collect your planning fee to begin crafting your customized strategy.
- From there, we’ll develop your personalized tax plan — ta
- In a virtual session, we’ll walk you through your estimated tax savings and outline the next steps to help you retain more of your earnings.
- If you decide to move forward, we’ll send over an engagement letter and collect your planning fee to begin crafting your customized strategy.
- From there, we’ll develop your personalized tax plan — tailored to your financials, goals, and the opportunities we’ve identified.
- Within 2–3 weeks, we’ll schedule a follow-up session to review the completed plan, answer your questions, and begin implementation.
4. Maintain and Save
2. Identify Opportunities
3. Plan and Implement
- We offer year-round monitoring after implementation through our Strategic Tax & Accounting Maintenance Plans — designed to keep your strategy aligned, compliant, and optimized as your business evolves.
- These plans include proactive tax preparation, strategic updates, and periodic check-in sessions to help you stay ahead of changes.
- With
- We offer year-round monitoring after implementation through our Strategic Tax & Accounting Maintenance Plans — designed to keep your strategy aligned, compliant, and optimized as your business evolves.
- These plans include proactive tax preparation, strategic updates, and periodic check-in sessions to help you stay ahead of changes.
- With this ongoing partnership, you’ll avoid surprises, stay in compliance, and ensure your tax savings grow alongside your business.
Proactive Tax Strategy Support
Tax-Focused Accounting™ + Strategy Plans
A tax plan is only as solid as its foundation.
Built for clients who have completed a Tax Strategy, these plans offer ongoing support to implement and maintain it with tiers based on business complexity.
Includes business + personal tax preparation.