Tax Planning

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Tax savings of 30%-40% per tax year. We you navigate the complexities of tax planning for your business. From choosing the right business structure to maximizing deductions, we can help you save money and costly mistakes. Customized business tax planning and high networth tax planning services are essential to achieving your financial goals.

What's included in Basic Tax Planning?

This assessment typically includes a comprehensive review of your tax situation, planning for major events in the near future, and giving actionable advice for making your business as tax-efficient as possible. Additionally, the Tax Strategy Assessment includes either current year planning or if applicable, multi-year planning

The Process (What to expect?)

Billable time includes all advisory time before, during or after a meeting. Examples include time spent reviewing documents, answering questions, conducting research, and more. For current-year only Tax Strategy Assessment, 3 hours for pre-meeting work, in-meeting in-depth consultation, and post-meeting work.

Cost for Basic Tax Planning

• Current-year only Tax Strategy Assessment: $325/hr. billed for 3 hours
• Multi-year Tax Strategy Assessment: Add 3 hours for each additional year at $325/hr.

Feel comfortable and want to get started now with either "Basic Tax Planning" or "Advanced Tax Planning"? Click here to access our Client Portal: ACCESS PORTAL

Prefer to contact our office to setup an intro phone call instead? Click below to email your contact information and state the specific service, "Basic Tax Planning" or "Advanced Tax Planning" We will respond by the close of our business day (9PM EST) regarding next steps!

Tax savings of $30,000-$100,000 per tax year. High networth tax planning and business tax planning for individuals. You benefit from an aggressive and entrepreneurial approach to capitalizing on maximum tax savings.

What's included in Advanced Tax Planning?

• Top 1% strategies for maximum tax savings
• A comprehensive Initial Assessment
• A customized Tax Plan
• Implementation Assistance
• Implementation Review
• Ongoing Tax Plan Support
• Unlimited email support
• Year-End Tax Consultation

Cost for Advanced Tax Planning?

• Invest at 3 different levels, L1, L2, and L3
• Pay only when we show you how you will save money under a legally binding document. 
• Invest at Level 1 ($3,500), Level 2 ($6,500), or Level 3 ($10,000)
• Your investment is 100% fully refundable if we do not at the very least, double your initial investment in tax saving dollars.

Feel comfortable and want to get started now with either "Basic Tax Planning" or "Advanced Tax Planning"? Click here to access our Client Portal: ACCESS PORTAL

Prefer to contact our office to setup an intro phone call instead? Click below to email your contact information and state the specific service, "Basic Tax Planning" or "Advanced Tax Planning" We will respond by the close of our business day (9PM EST) regarding next steps!