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Tax Planning
What strategies do you cover?
We cover hundreds of strategies when you consider strategies
and their combinations: deductions, legal entity, retirement,
insurance, loopholes, new legislation TCJA, FFCRA, CARES,
advanced and niche strategies.
Are you a CPA?
No, I am an enrolled agent. Most CPA’s don’t do planning, they
just do tax preparation. You can keep your current preparer or
work with us to ensure the savings in the plan are realized.
How do you come up with an estimated savings?
Before we engage in a formal tax planning relationship, we
gather limited information from our conversations about income,
projections, legal structure, current planning and we can develop
an estimated savings which will be finalized once we perform a
tax plan.
Why doesn’t my current accountant know this?
Most accountants are compliance oriented, reactive, and
focused on historical analysis. We are proactive, forward-looking,
and plan for the future. It’s a completely different mindset, service
offering, and result that we achieve for our clients
Is this the only tax plan I’ll ever need?
Hopefully not. As your income grows to new levels, a new set of
planning strategies are needed. While not typical, the most
successful clients need tax planning every single year. However, if
there is no major change to the business from one year to the
next, we may not need another tax plan for years.
Are there any other costs of the plan?
If you chose to implement certain retirement, insurance, or
legal structures, there may be additional fees or costs associated
with the implementation of the strategies.
Can you guarantee these savings?
We can’t guarantee any of the savings. The nature of tax
planning is that it’s forward looking and based on projections of
income and expense. If those income and expense numbers
change for any reason, savings will be impacted.
Can I keep my current tax preparer?
Yes, many of our clients all keep their current tax preparer.
However, if you choose to do tax preparation with us, we can
accommodate that as well.
Tax Preparation
Do you offer year-round tax assistance or only during tax season?
We provide tax services Winter, Spring, Summer and Fall. While tax season (January – April) sees increased demand, we’re available year-round to address tax inquiries, create tax plans, and other tax-related needs
How does pricing work?
We base our pricing for tax preparation on forms and complexity. We can provide the best estimate by reviewing a prior-year tax return and adjusting for any current-year changes. We also offer
- Project-Based Fees – Tailored for those one-time adventures, perfect for individuals and small business pioneers.
- Monthly Retainers – For the captains of industry who seek an all-inclusive “Done for You” solution.
- Coaching Program/ Master Classes – Calling all hands-on heroes! Our “Done with You” solution is designed just for you.
- Pricing will be agreed upon before completion of services.
I don’t live in GA, can I still use your services?
Of course! With clients in over 24 different states and counting, we are known for our virtual tax preparation services. When booking an appointment, clients can choose to come into our office for an in-person appointment, or they can choose to have their taxes done 100% remotely from the comfort of their home. We use the most innovative and effective technological solutions to make our clients lives easier, such as:
- Online Appointment Scheduling
- Video Meetings
- Electronic Signatures
- Secure Cloud Document Portal
- Cloud Based Accounting Software
- Online Payroll Software
More importantly, most of our online tools can be used directly through your mobile device!
So you don’t need a computer.
How do you ensure confidentiality and security of client information?
We maintain strict confidentiality standards and utilize secure systems to safeguard client information. Our firm adheres to industry best practices to protect sensitive financial data.
Have additional questions?
We’re here to help. Let’s talk.