This Assessment is designed to mitigate or eliminate your tax liability using

legal tax strategies documented and backed by IRS code, regulations, and other sources.

We'll present to you a picture of the tax savings available to you.

 

Our team of trained tax strategists takes a whole-picture approach and provides the best tax

savings possible based on your personal and business goals. Your future plan includes both

short-term benefits and long-term benefits from permanent and semi-permanent tax-saving

 strategies.

 

We are committed to continuously improving and adjusting your tax strategies,

and adding new ones as circumstances change to ensure we maximize your savings over time.

The strategies we prepare are unique to your current situation and we’ll make every effort

to anticipate future implications

 

SERVICES PROVIDED

• Review of Prior Year Returns (3 Tax Years)

• Review of Your Bookkeeping (2 Tax Years)

• Review of Your Current Year Financials

• Creation of Custom Tax Savings

 

CLIENT RESPONSIBILITIES

• You will provide us with timely and accurate information.

• You will cooperate with us in the gathering of information as it relates to your tax plan.

• You will respond to communications.

• You will take this as seriously as we do.

 

Tax Strategy Assessment Fee  $2,994

50% down $1,497

50% the day before our scheduled meeting

 

Click below to provide payment information.

We will then email you instructions about sending us the above information so we can expedite your Tax Assessment.  Thank you.