Tax Planning for Consumers

Income taxes are life’s single biggest expense! While there are many ways that everyone can reduce their tax burden, please don’t expect your tax preparer to provide you with all the guidance you need in this area. They are likely experts in preparing your taxes properly and correctly, and in following all of the IRS requirements. In general, however, they are reporting what has already occurred in the past and unable to provide you with the planning you need to help you to reduce the taxes you will pay in the future.

During this 1-hour review, we will cover a broad range of strategies to help both you and your tax preparer to minimize the taxes you pay. Your tax preparer will welcome the information and organization this service will provide you.

Prior to this review, you must complete a number of Fact-Finders and provide us with several documents to develop your plan. If you have not already received and completed your “To Do List”, you may still schedule this meeting now. However, we must receive that information at least 5 business days prior to our discussion. If we do not receive it in time, then we will reschedule your meeting.

Tax Planning for Business-Review

Income taxes are life’s single biggest expense! While there are many ways that a business owner can reduce their tax burden, please don’t expect your tax-preparer to provide you with all the guidance you need in this area. They are likely experts in preparing your taxes properly and correctly, and in following all of the IRS requirements. In general, however, they are reporting what has already occurred in the past and unable to provide you with the planning you need to help you to reduce the taxes you will pay in the future.

During this 1-hour review, we will cover a broad range of strategies to help both you and your tax preparer to minimize the taxes you pay. Your tax preparer will welcome the information and organization this service will provide you.

Prior to this review, you must complete a number of Fact-Finders and provide us with several documents to develop your plan. If you have not already received and completed your “To Do List”, you may still schedule this meeting now. However, we must receive that information at least 5 business days prior to our discussion. If we do not receive it in time, then we will reschedule your meeting.

  • Price: $997.00
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