Tax Planning
Most tax professionals are not tax planners.
They fill in the box and make sure you’re compliant. Most tax preparation is reactive—reporting last year’s expenditures to file the tax return and trimming tax costs where possible using things YOU’RE ALREADY QUALIFIED FOR.
What We Do
We on the other hand are proactive. We specialize in controlling the amount of tax you pay, not just reporting it. Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden BEFORE it happens.
How We Do It
Step 1
Request Documents
To make our Discovery call most efficient, we kindly ask for a few documents in advance. Feel free to redact sensitive information such as SSNs and account numbers. Rest assured, our portal is fully encrypted and secure, ensuring that your information remains confidential and protected.
We will review this information in two ways—first to look for mistakes and missed opportunities in your tax preparation. Secondly, we will look at it from a tax planning aspect of strategies that may be helpful to minimize taxes and maximize savings for you.
Step 2
Discovery and Solution Session
We will have a Discovery call where we discuss your situation and initial concerns. Using the provided information, we will put together potential ideas of how we can help, the approximate savings and the investment for you to hire us to formulate your complete tax plan. Depending on the complexity of your situation, we may schedule a second call to discuss the findings. If we both see value in working together, we will collect the initial planning investment and get going!
Step 3
Present Custom Tax Plan
Once you’ve hired us to prepare your plan, we will dive into the details and create a comprehensive tax plan for you. This involves running various scenarios and determining which of the potential strategies are going to benefit you the most. We will discuss our recommendations with you in detail and provide you with a step by step action plan with supporting IRC codes.
Step 4
Implement your Custom Tax Plan
If you include implementation, we will work with you and your advisors to implement the strategies you wish to pursue.
Many strategies require continuous efforts throughout the year, and we commit to working with you to ensure these changes are effectively put into action. To facilitate this ongoing support, we offer a flat annual fee that covers not only tax preparation but also provides you with continuous support and advisory services. This proactive process is the key to ensuring you never overpay a dime in taxes again.