There’s a distinction between reactive, past looking tax preparation and forward looking, proactive planning.
Tax Planning is the process of looking at a person’s life, business, and regulatory requirements to legally and ethically reduce taxes (Before Year-End).
We offer individualized tax planning for day traders, real estate investors, and business owners ready to scale.
The first year of the service typically involves a “deep dive tax plan” which will take place in 4 phases:
Kick-off call
Meet to discuss your projections, expectations, timeline, and transfer of the information required to complete your engagement. Please feel free to book here: Schedule consultation
Tax proposal
Educate you on tax strategies we recommend so that you understand the strategy and the resulting tax benefits. Learn how to take advantage of the Tax Code and get your questions answered.
Tax strategy delivery
Your personalized plan on tax reduction strategies. Our recommendations and action steps for implementation will be documented here so that you can reflect back on them at any time to keep your plan on course.
Minimized tax bills
You can count on your tax strategy foundation to provide you with a plan to minimize tax bills and ensure you’re not missing out on major opportunities for tax savings.
Upon delivery of your deep dive tax plan most clients request to continue the advisory relationship where we will continue to work together on a quarterly basis.
