Tax Advisory Services
Providing Everything You Need
45-Minute “Get to Know Each Other” Call
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​This complimentary 45-minute call is designed to help us determine if we’re a good fit to work together. You’ll share your goals, and we’ll provide an overview of our tax advisory process. This call is focused on building a connection and understanding how we can support you, rather than providing specific tax advice.​​
COMPREHENSIVE TAX ADVISORY AND PLANNING
What’s Included in the Consultation:
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• An in-depth review of your previous year’s tax return with actionable strategies for optimization.
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• Customized Tax Strategy: Creation of individualized plans to optimize tax savings.
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• Professional Advice: Receive up to 1.5 hours of expert guidance on tax planning and strategies.
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• Tax Savings Insights: Suggestions for continuous opportunities to reduce tax obligations.
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• A custom Trifecta diagram integrating your business, assets, estate, and tax considerations.
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Starting at $975 (One Time Cost)
ON GOING COMPREHENSIVE TAX ADVISORY, TAX PREPARATION, AND COMPLIANCE
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​Comprehensive Tax Preparation and Compliance:
• Ensure peace of mind with accurate, timely tax preparation and filing. We expertly manage the complexities of tax compliance, allowing you to focus on driving your business forward.
• Proactive Tax Planning:
Regular check-ins help identify opportunities to reduce tax liabilities before year-end.
• Real-Time Financial Insights:
Stay updated on your financial health and make informed decisions throughout the year.
​ • Cash Flow Optimization:
Advisors can help you manage cash flow more effectively by forecasting tax obligations and planning accordingly.
​ • Avoid Surprises:
Prevent unexpected tax bills or penalties by staying on top of changes in income, expenses, or tax laws.
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• Business Growth Support:
Monthly or quarterly reviews align tax strategies with business goals, ensuring you’re scaling efficiently.​
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• Tax Law Updates:
Stay informed about new regulations and how they impact your personal or business taxes.
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• Customized Advice:
Advisors provide tailored recommendations based on your evolving financial situation
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Starting at $495 (monthly)