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Tax Plan Process
How much can I save with your tax plan process?
We offer proactive plans full of court-tested, IRS-approved strategies for minimizing your taxes. Our three levels of strategic tax plans are designed to meet the various needs of our clients and minimize their taxes.
The beginning stage is designed for real estate investors and beginning business owners. The annual tax savings typically range from $3,000 to $8,000.
The middle stage is for real estate investors or business owners with a fairly straightforward business. The annual tax savings typically range from $10,000 to $15,000.
The advanced stage is designed for business owners with advance planning opportunities, multiple businesses or real estate investors with more than two properties. Annual tax savings typically range from $20,000 to over $100,000.
Each of our plans has a fixed price, with no hidden fees. We will work with you to determine the plan that works best for you.
How are you able to save me money?
We use a four-step process to help determine your current situation and what you can do to plan for the future. The process consists of the following:
- We ask you to fill out a simple questionnaire that will give us the information we need for an initial assessment, which we complete at no charge. To get started, all you have to do is fill out our information request and we will send the questionnaire to you.
- We’ll meet with you to review our findings and recommend the plan that would best fit your needs. Then, we’ll request additional information from you to perform a more in-depth analysis of your situation.
- We will prepare your strategic tax plan and have a meeting to review our findings, as well as your savings.
- We will have a follow-up meeting to answer any questions you may have.
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