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Strategic. Tailored. Proactive.

Our Comprehensive Tax Planning & Advisory Services help you anticipate challenges, seize opportunities, and equips you with a winning strategy by tailoring advice based on your unique financial goals.

 

How We Help You Win

  • Business Q&A Calls
  • Personal Q&A Calls
  • Implementation of Advanced Tax Strategies
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  • DIY Customized Tax Plans
  • Year Round Tax Support 
  • Compliance & Risk Management

How It Works

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.

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!

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.

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.