Real-Time Guidance to Reduce the Tax Impact of Financial, Business, and Investment Decisions

Free up cash for life, business, and investment opportunities by implementing strategies to pay less taxes.

Schedule a call to learn more about our services.

    Do you ever feel like you are paying more taxes than you should?

    Missed Deductions and Credits

    You're missing opportunities to save—knowing you could keep more of your income by taking advantage of all the tax breaks you qualify for.

    High Self-Employment or Business Income Taxes

    A significant portion of your hard-earned income is going toward taxes, limiting your ability to reinvest in your business, save, or cover personal expenses.

    Large Tax Payments or Unexpected Balances Due

    Feeling shocked and stressed from an unexpected tax burden that has disrupted your cash flow, savings, or financial plans—and led to concerns about future tax obligations.

    Inefficient Business Structure

    Frustrated by unnecessarily high taxes because your business structure isn’t optimized for tax savings.

    Lack of Tax Planning

    Overpaying taxes simply because your financial decisions aren’t aligned with tax-minimizing strategies.

    Complex or Changing Tax Laws

    Worried about compliance, potential mistakes, audits, or overpaying due to complex and constantly changing tax laws.

    READY TO PAY LESS TAXES?

    Implement a Proactive Tax Savings Strategy

    Comprehensive Tax Savings Plan

    A tax plan helps you identify saving opportunities and develop a roadmap for implementing strategies that reduce your taxes, freeing up cash for other financial goals.

    Proactive Tax Guidance

    Understand the tax impact of your decisions in real time, empowering you to make informed choices, avoid tax mistakes, and maximize your savings through effective planning.

    Work with our Tax Advisor to discover ways to reduce your taxes.

    We focus on taxes, so you can focus on your business.

    Our tax strategist will help you:

    • Protect your income from unnecessary taxes.
    • End the year owing an amount you can easily pay or receiving a refund.
    • Create a plan to stay out of debt with the IRS.
    • Reduce the chance of being audited by the IRS.
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    5 Steps to an Effective Tax Savings Strategy

    Our Tax Planning Process

    Discovery:

    We begin by understanding your financial goals, current tax situation, and unique needs to tailor our approach.

    Tax and Financial Review:

    We conduct a thorough review of your tax returns and financial records to identify missed savings opportunities.

    Tax Strategy:

    We create a customized strategy based on your situation, designed to legally reduce your tax liability.

    Tax Savings Plan:

    We develop a detailed, actionable plan outlining specific tax-saving actions and timelines.

    Implementation:

    We guide you through executing the plan, ensuring you take full advantage of tax-saving strategies throughout the year.

    Included with our services...

    Access to Dedicated Tax Advisor

    Year-round access to an experienced trusted tax advisor to ask questions and receive guidance as you continue to build wealth for you and your family.

    Personalized Tax Savings Plan

    Receive personalized recommendations and a plan of action that will help you reduce the amount of taxes you pay based upon your specific circumstances, goals, preferences, and ability to implement them.

    Increased Confidence and Peace of Mind

    Gain increased confidence about your finances as we help you become more knowledgeable about how you can save more money by paying less taxes. Gain a peace of mind knowing that you no longer have to worry about being tax compliant.

    Tax Planning Services & Pricing

    Find the plan that’s right for you.

    Option 1:

    Get Quick Answers to Your Tax Questions and Concerns

    One-time tax consultation to address your specific tax questions or concerns and provide guidance regarding a specific tax topic.

    • Up to 60 minute virtual tax strategy session via Zoom with our experienced Tax Strategist
    • Real-time personalized responses and recommendations based upon your specific circumstances
    • Written recap of strategy session including questions, responses, and recommendations

    Typical Timeline: 7 days

    Investment: $249

    Schedule Your Strategy Session

    Option 2:

    Develop Your Tax Savings Plan

    A tax savings plan provides you with a personalized roadmap designed to minimize your tax burden, maximize savings, and align your financial decisions with your long-term goals. 

    • Prior Years Tax Return Review: Gain an understanding of your current tax situation and identify missed deductions or credits from previous years to potentially reclaim overpaid taxes.
    • Financial Statement Review: Evaluate your financial statements to uncover tax-saving opportunities and ensure optimal tax efficiency.
    • Tax Strategy Meeting: Collaborate with your tax advisor to identify and prioritize tax savings strategies that align with your financial goals.
    • Personalized Tax Savings Plan: Receive a customized plan that outlines specific, actionable steps for year-round tax efficiency.

    You will be responsible for implementing the tax strategies outlined in your personalized plan unless you are enrolled in ongoing advisory services.

    Typical Timeline: 30 days

    Investment: $999

    Get Your Personalized Tax Plan

    Option 3:

    Implement Your Tax Savings Plan & Increase Cash Flow

    Tax Advisory: Real-Time Guidance & Tax Strategy Implementation

    After your comprehensive tax plan has been developed, option three focuses on implementing the outlined tax strategy while ensuring tax compliance.

    • Guidance with Implementation of Personalized Tax Savings Plan: Get expert guidance as you put your customized tax savings plan into action to maximize results.
    • Tax Return Preparation: We include tax preparation services to ensure accuracy and fully reflect the benefits of your implemented tax strategies in your returns.

    With ongoing tax advisory services, you’ll receive continuous support and expert guidance throughout the year, helping you adapt to changing tax laws, optimize financial decisions, and maximize tax savings.

    Typical Timeline: Ongoing

    Investment: Starting at $250/month

    Accounting Advisory: Integrated Tax & Accounting Services

    Accounting advisory services offer personalized financial guidance that, combined with strategic tax planning, empowers you to make informed business decisions, optimize cash flow, and drive sustainable growth.

    • Monthly Bookkeeping: We'll use our tax ready bookkeeping system to help you track, record, and monitor your business finances. Financial statements are provided on a monthly bass.
    • Financial Strategy: Gain the clarity needed to understand your business's financial performance, make informed decisions, and meet your goals.

    This holistic approach not only enhances financial performance but also maximizes tax savings, streamlines operations, and ensures compliance, helping you achieve long-term success with confidence. 

    Typical Timeline: Ongoing

    Investment: Starting at $450/month

    Schedule Call

    Schedule your personalized tax strategy session NOW!

    We require an application to learn more about your current business ventures and investments to ensure that our services are a good fit for your needs.

    Remit One-Time Payment

    Schedule Your Strategy Session

    Submit Questionnaire Prior to Call

    Attend Virtual Strategy Session