Many people pay more in taxes than they have to because of not knowing enough about legal tax strategies. We help business and families to save thousands in taxes so that they can keep more of what they earn and grow their wealth.
“I had no idea tax strategies like this existed!
“I had no idea tax strategies like this existed!
What is Tax Planning?
Taxes are the single largest expense a person pays in their lifetime. The goal of tax planning is to use creative, legal tax strategies to keep more of what you earn in your pocket.
There are Two Types of People When it Comes to Taxes—Which are You?
The Passive Reactor
- — Dreads tax season and prefers not to think about it throughout the year
- — AFTER the year is over, gathers tax information to have taxes prepared
- — Is disappointed every year at the tax results because receiving little to no refund, or worse, owes a huge tax bill
The Forward Planner
- — Hires a tax expert early in the year to plan personalized tax strategies
- — Applies savvy and creative tax strategies throughout the year based on personalized tax plan
- — CELEBRATES the thousands of dollars saved in taxes by planning ahead!!!
Tax Planning Really Makes a Difference!
"This truly gave me innovative tax planning ideas that will save me thousands of dollars...
What's Included?
- Initial virtual discovery meeting
- Personalized tax strategy development
- Tax plan implementation workbook
- Final presentation virtual meeting including Q&A session with a CPA
Here are the details:
Initial Discovery Meeting
During this first virtual meeting, we:
Review and assess the client's current tax situation
Discuss their financial goals
Examine strategy options and scenarios that can help lower their tax liability and achieve their financial goals
Personalized Tax Strategy Development
☑️ A personalized tax strategy is created which includes the steps needed to implement the tax plan.
☑️ This plan will be discussed in detail during the follow-up meeting included in this package.
Final Presentation Meeting
During the final virtual presentation meeting, we:
☑️ Share the personalized tax plan and strategies
☑️ Explain the benefits of the recommended tax strategies
☑️ Detail how to easily and successfully execute the new tax plan
☑️ And, answer any questions about the tax plan and next steps
Does Tax Planning Seem Expensive?
A tax planning session with a tax expert may seem expensive, but it can save hundreds—if not thousands—of dollars in taxes every year!
Meet Our Tax Planning Specialist
Randy explains why tax planning BEFORE the year is over is so important in the video below.
