Information

Comprehensive Tax
Consultation

Unlock Clarity Around your Taxes and Empower Yourself Through Proactive Tax Management - No More Tax Season Panic!

Apply Now

Let's Break Down the Process

Discover a clear path to building your wealth with our meticulous tax review and comprehensive strategy session.
01

Pre-Call Tax Review

We begin by thoroughly reviewing your personal and business information, including any applicable prior year tax returns, to prepare for our session.

02

Personalized Strategy Call

Engage in a detailed 60 minute one-on-one Zoom call where we cover a 50 point checklist to pinpoint wealth-building and tax saving opportunities and offer recommendations tailored to you and your unique situation.

03

Follow-Up with Visual Plan

Receive a comprehensive follow-up email summarizing our strategic discussion and providing a reference for you to track your progress.

Who This Is For

1

The Concerned Taxpayer

Feel like you're paying more to the IRS than you should? Our comprehensive tax consultation is designed to uncover potential savings and clarify your tax situation, answering any questions you may have.

2

The Strategic Wealth Builder

Looking to enhance your wealth-building strategy with smart tax planning? We offer insights into tax-efficient practices to help grow your wealth and maximize your tax savings.

3

The Entrepreneur Seeking Clarity

Need straightforward tax advice without the jargon? Our service provides clear, actionable guidance to help entrepreneurs understand the processes they can implement now, to head into tax season with ease.

4

The Savvy Saver

Think you could be saving more on taxes with the right strategy? We'll dive into your previous returns, assess your current circumstances, and create a personalized plan to ensure you're not missing out on valuable tax strategies that are available to you.

Comprehensive Tax Consultation
Pricing

Choose a plan that’s right for you

Comprehensive Tax Consultation

For those seeking white-glove support to fully optimize their wealth building and tax strategy

Personal questionnaire and tax return review by your dedicated accountant

Business questionnaire and tax return review by your dedicated accountant

60 minute video call to discuss your:

Personal and business asset protection structure

Current personal and business financial positions and future goals

Current tax strategies being implemented

Current and future opportunities for tax strategy implementation

Personalized advice on topics the client would like to discuss in further detail

Personal and business tax return review by your dedicated accountant

Personalized trifecta that illustrates the topics spoke about in the call, or an update to client’s trifecta if they are a returning client

Follow up email with call notes, suggestions, and resources to assist the client with future implementation as needed

$999

Get Started

Any bookkeeping or backwork is quoted separately.

Unlock Hidden Savings: Discover Tax Deductions for Your Small Business!

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