STEP 1

DISCOVERY

New and Current Clients: Schedule a Tax Planning Discovery Session here.

We will request you to upload documents to our secure client/guest exchange portal to identify mistakes, missed opportunities and tax savings strategies.

STEP 2

STRATEGY

We will gather information from you to research tax planning strategies. 

 

We will review the strategies and tell you how much taxes we can save you.

 

We will provide the implementation cost and next steps. 

STEP 3

IMPLEMENTATION 

We will create a customized written tax planning strategies to deliver to you. 

We will work with a team of experts to implement your tax planning strategies. 

STEP 4

MAINTENANCE

We provide ongoing maintenance to keep you in compliance and maximize your savings.