STRATEGIC TAX PLANNING

1040 base fee $255. Includes the following:

Who Can Benefit from Our Tax Plan?

  • Business Owners

  • Real Estate Investors

  • High-Income Earners

  • Individuals with Complex Tax Situations

What’s Included in Your Tax Plan?

  • Comprehensive Tax Assessment
    A thorough review of your current tax situation to identify areas of opportunity and potential savings.

  • Customized Tax Strategy Report
    A detailed, easy-to-understand report outlining specific strategies tailored to your unique circumstances. See exactly how much you could save by implementing these strategies.

  • Implementation Support
    Should you choose to implement some or all of the strategies, we’re here to assist you every step of the way. Implementation fees are based on our retail firm’s standard rates, and you’ll receive a clear, upfront quote for any additional costs.

Predict the future by creating it.

You didn’t come this far to stop. You’ve worked hard to get here—don’t let unnecessary taxes hold you back. Our strategic tax planning service is designed to help you keep more of what you earn while securing a brighter financial future.
Create a Tax Plan

Possible Tax Savings Strategies You May Qualify for:

  • Equipment Leasing

  • Oil & Gas Investments

  • GFX Trading

  • Income shifting to S-corp

  • Home Office Deduction

  • Augusta Rule

  • Hiring your kids

  • Accelerated depreciation

  • 1031 Exchange

***If you have multiple Schedule C’s, each additional form is 25% off

  • Board of directors

  • Business Travel Expenses

  • Cost Segregation

  • Family Management Company

  • SEP/SIMPLE-IRA for self-employed

  • Donor Advised Funds

  • Charitable Finance

  • and more!

$10,000 in Tax Savings Guarantee
or your money back!

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