STEP 1

DISCOVERY

New Clients: Schedule a complimentary discovery session

Current Clients: Complete Mid-Year Tax Planning Checklist

We will request you to upload documents to our secure client/guest exchange portal for a free analysis 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

Our maintenance package includes coaching sessions, quarterly financial statement review, tax deadline reminders, annual preparation of your business and personal tax returns, referrals to trusted professionals, and VIP phone and email support.