You may have previously worked with other professionals, including other CPAs, EAs, unlicensed tax preparers and attorneys who you thought were providing tax planning, but they were really rolling forward your current year tax return amounts and forecasting what you may owe for the next year. A simple tax forecast can be helpful, but that is not what we consider tax planning.
We show our customers how to pay less tax, using proven, legal strategies that are substantiated by court cases, tax code references and authoritative guidance. Our three step approach to tax planning is outlined below and we invite you to have a tax analysis prepared for your specific circumstances to see how much tax you are currently overpaying.
STEP 1 - DESIGN
After analyzing your prior tax returns, discussing your current tax positions and considering your future plans, we seek out opportunities for you to pay less tax through maximizing deductions and highlighting tax-saving strategies that are aligned with your individual priorities.
STEP 2 - BUILD
We organize the customized collection of tax-saving strategies into multiple sections, taking a comprehensive approach to tax planning for different areas of your life:
Family, home and employment
Business activities
Investment activities
Succession planning and cashing out
We assemble your customized tax plan into a written bound document, serving as a resource for you to work from with your team of personal and professional advisors.
Included with each strategy are supporting details that reference the authority that allows for the strategy, potential pitfalls and reference to documents useful for implementing the strategy.
STEP 3 - Maintain
We are available to provide the ongoing support necessary to keep you on track when implementing the strategies included within your personalized tax plan. Through periodic check-ups and planning meetings, we want you to receive the most value possible from the successful implementation of your personal tax plan.
There may be some strategies within your plan that require a simple change in behavior or documentation requirement that is not currently being performed. Depending on your personal preference, you may decide to implement those strategies on your own.
Other strategies may require the assistance of your attorney, insurance broker, real estate professional, investment broker or even an engineer. We strongly recommend using professional assistance when implementing some of the more advanced strategies that require specialized expertise.
Service Guarantee
If we fail to demonstrate that the collection of tax planning strategies we prepare for you do not provide for tax savings greater than twice the price you pay for the tax plan, then we will issue a refund up to the amount you paid for the tax plan.
Given how complicated the tax code, rules and regulations are, isn’t it nice that our guarantee seems so simple? Having the ability to quantify the value of our services provides for greater confidence.
Be confident with your tax positions and schedule a call to see if proactive tax planning is right for you. (360) 474-5892
