Proactive tax planning that saves you time and money!
Our process is crafted to help you save cash, strengthen your business, and move you forward to the business of your dreams (the one you can run without working 80 hours per week!). You’ll also get the peace of mind that comes from knowing you’re never leaving money on the table at tax time.
Here’s how our unique collaboration with clients works:
We’ve divided our process into four distinct phases that allow us to develop a custom tax strategy that supports your goals.
Phase 1: Tax Discovery Session
Schedule a diagnostic session with one of our tax experts
This session lets us get to know each other and see how we can put some cash back in your business (or pockets) and help you reach your goals.
Before your appointment, we will evaluate your previous year’s business and personal returns for mistakes and missed opportunities and provide you with the following:
- 45 minutes of expert time dedicated to your needs
- Discussion around your tax concerns past, present & future
- Discussion around your accounting concerns past, present & future
- An assessment of your goals and what is important to you
- An estimate of how much we can save you in taxes, if applicable
- Our value-based price for your customized Proactive Tax Planning Strategy!
Phase 2: Proactive Entity & Tax Planning Strategy
Your roadmap to lower taxes and more money in your pocket
Based on the information from Phase 1 and additional information we gather through comprehensive questionnaires, additional documentation, and listening to your goals, we will create your tax savings action plan that utilizes all the best and brightest bits of the code.
Your Proactive Tax Planning Strategy will include:
- A comprehensive and customized plan
- Footnotes and references to any and all applicable IRS authoritative guidance so that you know your plan is on the up and up!
- Your step-by-step action plan for implementation
- Initial Tax Strategy Consultation meeting of 90 minutes to walk you through your plan
- Follow-Up Tax Strategy Consultation to answer any questions you may have and monitor your progress on the implementation of your plan
- Prices, options & help with the next steps
Phase 3: Entity & Tax Planning Strategy Implementation
Let us assist you with those step-by-step plans to activate your Proactive Tax Strategy
It takes proper implementation and documentation to make your plan work for you. We can help you with:
- Specialists & Strategic Partners
- Lawyers (Tax, Estate, Business, etc.)
- Cost Segregation Specialists
- Financial Advisors
- Life Insurance Experts
- Needed document resources
- Reasonable Compensation Calculations
- Our proposal for Phase 4
Phase 4: Strategic Maintenance Services
Ongoing services to keep you compliant and moving towards your goals
We can provide customized services, guidance, tax filings, and meetings to keep your plan in compliance and updated as your life and your business changes.
All of our bundles include:
- Unlimited Phone & Email Support
- 24/7 Access to Virtual Documents
- In-Person/Video Q&A Meeting
- Due date monitoring
- Referrals to Trusted Professionals
- Annual Preparation of Business & Personal Tax Returns
- Year-End Tax Tips Newsletter
- Quarterly Estimate Tax Reminders
- Annual Update to your Proactive Tax Strategy
Additional services include:
- IRS & State Correspondence
- Quarterly Financial Business Check-Ins
- Yearly Growth & Goal Planning
- Goals-based projections, budgets and consulting
- Accounting set-up and support options