Tax Planning Strategy

Service Description

If you're reading this you probably already know the importance of how saving money on taxes can significantly increase your wealth. We are opening up our calendar to personally see how we can help you increase your wealth by saving more on taxes. During this brief consultation, we will discuss your current financial situation, your tax concerns, goals you have for your future, and any major life changes we should be aware of. From there, if you wish to continue, we can provide you with a robust multi-year tax plan that will offer guidance on tax-saving strategies that align with your needs today and well into your future. Just to give you an idea of the flow: Step 1 - Book Tax Planning Strategy Call: This call will be a 15-minute consultation to discuss your current financial situation, your tax concerns, goals you have for your future, and any major life changes we/you should be aware of. I will advise whether I think doing a Tax Planning Multi-Year Blueprint is the best option for you (this will not be for every tax situation). Step 2 - Book Tax Planning Interview (Fee: $500): If you decide to move forward with our services, you will then book a Tax Planning Interview. This will consist of an hour-long Zoom call where we will thoroughly review your answers to the Questionnaire that was sent after the consultation, go over your long and short-term goals, and address final pricing and expectations for the tax plan before beginning the process. The $500 fee will be deducted from your final Tax Planning Blueprint balance. Step 3 - Tax Planning Blueprint Creation (Fee: $2,500 and up): From here, we will take this information and formulate a one-of-a-kind plan specific to your goals, financial needs, tax implications, and future endeavors you’re seeking to implement. The plan can take 15-30 days to create and will be provided to you in PDF Format, along with a video explaining the breakdown of what is being suggested.