INITIAL TAX ANALYSIS: To assess your current tax situation, I will review your situation and let you know if you (or your current accountant) are making expensive mistakes, or missing out on valuable tax-saving opportunities.
DATA GATHERING: Completion of a quick survey to collect the key information required to prepare your customized plan.
RECOVERY OF LOST TAXES: Review of your prior tax returns (up to 3 years) to identify any errors or missed opportunities to recoup past overpayments.
THE PLAN ITSELF: A detailed, plain-English, custom-written report (usually 60-80 pages) outlining how the tax code works, and every tax strategy that YOU can and should implement immediately or in the near future. This report will be loaded with extremely valuable information and resources.
AN ACTION PLAN: I understand how long “to-do” lists can be daunting, so I will also provide you with a timeline of which strategies can be implemented and when, giving you a real plan of action over a 6-12 month period.
THE TOOLS: I will provide implementation guides, detailing how to fully implement your new tax plan, including every form you will need to do it. No excuses! I make this super easy for you! For more complex strategies that will require more of my time, I will provide you with very reasonable estimates for those efforts.
RETURN ON YOUR INVESTMENT: My fees are not an expense, they are an investment. As such, you should expect a generous return on that investment. I will provide you a calculation of your estimated annual savings, to show you exactly how wise a decision your tax planning fee was.
TIMELY COMMUNICATION: Personalized letters. Announcements, and alerts regarding potential upcoming tax law changes and how you should plan ahead for them.
“WATCHDOG” TAX LAW MONITORING: Deadline alerts throughout the year letting you know about important upcoming tax dates and what you need to do for them.
CONVENIENCE: You can also call or email me any time of the year, with tax questions, or for any financial decision-making advice. I will be your personal Tax-Free Tax Advisor.