DISCOVERY

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New and Current Clients: Schedule a Virtual Coaching Discovery Session here.

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

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STRATEGY

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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. 

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IMPLEMENTATION 

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

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

MAINTENANCE

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

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