Tax Plan Blueprint

During a tax planning process, we have to review prior year returns as well as a number of other documents to truly analyze an individuals situation

By going through this process, we ensure we take advantage of as many tax strategies that are legally viable.

This can include:

-Legal entity structure
-Utilizing IRA and other deference accounts
-Advanced strategies
-Tax Loopholes
-Recent regulatory changes; the 2018 Tax Cuts significantly changed the strategic landscape

To start the process of implementing a tax plan in your business, we need to determine if going through the process is viable.

We need to spend enough time with you to accurately estimate your potential tax savings and get a good feel for your current situation.

We can then make you an offer if we believe working together would make sense for us.

There is no charge to schedule an initial consultation.

However, we do not allow multiple free consultations.

After scheduling, you will be redirected to a short video that will explain how you can be prepared for our call.