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.
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
☑️ 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.
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