 |
Tax maintenance
With outstanding tax maintenance services from LogieCPA, you’ll get:
- Monthly analysis of your bookkeeper’s financial statements to ensure that they are correct and in accordance with the strategy that has been developed for you
- Advice on and revision of your current tax strategy, when needed, due to changes in your circumstances or tax laws
- Preparation of your business and personal tax returns
- Tax consulting to educate and empower you in your own tax strategy and financial planning
- Specified phone time with your personal tax coach
- Question & answer sessions via email
Who prepares my strategy?
Our team includes tax professionals who are certified in strategic tax planning and who generally have a minimum of 5 years experience in preparing specialized tax plans.
Who will I talk to?
Once your tax strategy evaluation has been formulated, we will call you to schedule a phone appointment. Your coach will go over the results of your tax strategy evaluation, what is needed to implement the plan, and answer any questions you may have about the process.
What do I get for the money I spend?
- We will organize your data, analyze your current financial situation incorporating your personal goals, and develop your personalized tax strategy using our trademarked system and strategy tools.
- We then communicate the results of our findings, explain your strategy details, and discuss the financial benefits your plan can provide in a 90-minute strategy session. Your strategy session can be completed in person, over the phone, or online. During this time, we will answer your questions related to your tax plan and its implementation and show you how your custom-designed plan can deliver the specific results you are seeking.
- In addition, we’ll then send you a detailed tax plan report, along with action steps that need to be performed to implement the strategy. This includes a visual diagram of your new tax plan.
What happens after strategy my session?
After your customized session, we will send you:
- A summary of your overall plan
- A list of action steps required to give you the most tax savings benefits
- A diagram of your new tax plan
- A detailed plan report complete with IRS references
- A proposal for the next phase of our program, which includes implementation and maintenance
At the end of your strategic tax plan session, we will set up a follow-up call for your first strategy. This call can be used by you to reinforce any of the ideas covered in the first session, to talk through any additional questions that have come up during the implementation of your plan, or to cover any new ideas you may have.
What if I don’t have a team in place to help me?
LogieCPA offers complete implementation of your strategy, so let your personal tax coach know what you might need. We will assist you in forming your team of financial advisors.
In addition to these great services, we also offer:
- Implementation assistance to help you execute the strategies. This will ensure that you get all of the deductions you deserve.
- Fixed price maintenance plans. You can select a maintenance program that includes tax preparation, ongoing support, business analysis, and other key services. Our one flat fee covers everything, including tax return preparation, annual tax tune-ups, and email support at no extra charge.
|
 |
