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  • HOME
  • PRACTICE AREAS
    • TAX REPRESENTATION
    • TAX PLANNING
  • OUR TEAM
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    • HOME
    • PRACTICE AREAS
      • TAX REPRESENTATION
      • TAX PLANNING
    • OUR TEAM
    • GET STARTED
    • PORTAL
    • FREE TOOLS
  • HOME
  • PRACTICE AREAS
    • TAX REPRESENTATION
    • TAX PLANNING
  • OUR TEAM
  • GET STARTED
  • PORTAL
  • FREE TOOLS

TAX PLANNING

On Average, Our Clients Enjoy a 20X, 30X or Even more ROI on Our Tax Advisory Services

Tax planning is the process of reviewing your personal and business tax returns, personal life and the regulatory environment, to determine how you can proactively plan to pay less in taxes while achieving you overall financial growth plans. 


Our niche is in advanced tax reduction and planning. We believe in forward thinking and PROACTIVE rather than REACTIVE tax strategies.

Planning, Implementation, Preparation, Quarterly

Planning

Implementation

Implementation

The Planning is the most important part of the engagement.


We are performing a review of your tax position and making recommendations for how much you can save on taxes. 


The tax plan will detail the top tax strategies that you should focus on implementing this year. 


We charge 30% of estimated savings minimum $2,500

BECOME A CLIENT

Implementation

Implementation

Implementation

Once you have your summary tax plan (or Comprehensive Tax Plan if you upgrade services), we'll work with you throughout the year to implement your tax strategies. 


We'll reach out proactively via email and hold a minimum two strategy calls a year with you.


We charge minimum $1,000 or more for implementation. There may be commissions from 3rd parties.  

Quarterly

Implementation

Quarterly

We make sure to Keep up with the compliance to ensure the savings are defendable, and realized in the returns.   


We'll hold you accountable to implementation through email check-ins and strategy calls during the year.  


We take care to put our clients on plans that fit their current needs. We aren't going to sell you a plan if we can't deliver the value.  

How We’re Different

We don’t just record the history you give us. We go beyond, to give you proactive advice and strategies to help you earn more and keep more.

We will design a personalized proactive plan full of court-tested, IRS-approved strategies for minimizing your taxes.


The process starts with your personalized Proactive Tax Strategy. Here’s how it works:


  • You start with a brief interview. We want to hear about where you are now, and where you want to be.  We’ll ask a few easy questions about your current situation and from that determine the best Proactive Tax Strategy program for you. 
  • We will complete our brief Tax Questionnaire. This is where you tell us your financial, business and investment goals and where your money currently goes.  We’ll need copies of your past tax return and a little information on each business entity that you currently have set up.  It’s all in the Tax Questionnaire and we’re here to help you if you have more questions.  The more information you give us, the better job we’ll do.
  • We review your information and develop a comprehensive Proactive Tax Strategy.  This process typically takes 2-4 weeks, so we can research your best possible options. This is the stage where the cool things happen!  In fact, the average savings for a taxpayer as a result of their Tax Strategy plan was over $25,000 per year! 
  • You’ll talk with your TAX Strategist to review the details of your plan and to get your feedback.  Typically, this call lasts about an hour.  It’s so packed with information, though, that we write up your customized strategy, so you won’t miss a thing!
  • You get a written strategy plan, along information on all available deductions, credits, loopholes, and strategies.
  • About two weeks after the initial phone call, you can have a second follow-up phone call with your Strategist to cover the details of the first call again or to go through new questions you’ve uncovered. 

Who is a Great Fit for Tax Advisory Services?

Contractors & Construction Companies

Contractors & Construction Companies

Contractors & Construction Companies

  • Are you overpaying taxes every year?
  • Are you using an online software to file your tax return?
  • Are you an open-minded individual?
  • Are you looking to reduce your tax bill 5X, 10X, or even more?

BECOME A CLIENT

Real Estate Investors & Agents

Contractors & Construction Companies

Contractors & Construction Companies

  • Are you overpaying taxes every year?
  • Does your CPA or Tax Pro understand real estate tax strategies?
  • Your CPA is antiquated in collecting data
  • Are you missing deadlines and payments?

BECOME A CLIENT

Dental Offices & Self-employed dentists

Dental Offices & Self-employed dentists

Dental Offices & Self-employed dentists

  • Are you self-employed dentist overpaying taxes?
  • Are you using an online tax software to file your tax return?
  • Are you an open-minded individual?
  • Are you looking to reduce your tax bill 5X, 10X or even more?


BECOME A CLIENT

Gym owners & Franchise Gyms

Dental Offices & Self-employed dentists

Dental Offices & Self-employed dentists

  • Are you a self-employed gym owner or franchisee gym owner overpaying taxes?
  • Are you using an online software to file your tax returns?
  • Your CPA is antiquated in collecting data?
  • Are you looking to reduce your tax bill 5X, 10X or even more?

become a client

So, Are You Ready To Permanently Lower Your Taxes, Once-and-for-All?

Listen, you'll pay more in taxes in your lifetime than you will for food, shelter, transportation and clothing combined.  It is your life's biggest expense.


But, if you get a handle on it now, you can reap the rewards every year for the rest of your life.  Let's say you could save an extra $20,000 per year... What would that mean for you and your family?  Imagine how your business could be different if you could plow that back into your business or some other investments...

     

Don't "kick-the-can" down the road and keep overpaying your taxes. Sign up for free phone consultation today and finally plug those holes that are leaking tax dollars out of your business. 

YES! I WANT TO REDUCE MY TAXES

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