Tax savings of 30%-40% per tax year. This service is not income specific and is perfect for individuals and business projected to benefit from the Standard Tax Reduction Planning service.
What's included in Basic Tax Planning?
This assessment typically includes a comprehensive review of your tax situation, a tax return tune-up, proactive tax planning, year-end tax planning, 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
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. This service is perfect for high net worth individuals and businesses. You will benefit from saving the most money allowable by the tax laws under our aggressive and entrepreneurial approach.
What's included in Advanced Tax Planning?
Cost for Advanced Tax Planning?
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!
The Firm of Sheldon L. Richards, CPA
353 Lexington Avenue, New York, NY 10016
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