| 1. Free Initial Analysis |
- We Review prior tax returns, current financials, and your interview responses
- We spot the mistakes and missed opportunities in your current setup
|
60 Minutes
of customer’s time to meet and discuss taxes and their business |
| 2. Discuss the cost of Your Missed Opportunities |
- You find out how much you spend in unnecessary tax dollars every year
|
$14,000+
average tax plan savings per year
|
| 3. Decide Whether Proactive Tax Planning is Worthwhile |
- You will receive a planning project fee quote
- If tax saving potential is significant, we move forward with planning
- If tax saving potential is low, there is no need for planning
|
Over 10/1
is the average return on investment (ROI) on their tax planning fee
|
| 4. Hold Planning Session(s) to Review the Plan |
- You hear every recommendation we can find for you!
- We discuss pros and cons of each idea, and the potential tax savings
- We select which ideas to keep and which to pass on
|
Less than 90
is the average days to recover a tax planning investment
|
| 5. Implement the Plan |
- Putting the plan into action is where the savings come from!
- Immediate tax savings from quick implementation of short term ideas
- Longer term ideas are monitored until ready to implement
|
Action
is the key to planning – implementing the ideas locks in your tax savings
|
If you’d like more information about our services please complete this form to set up a Free Tax Diagnosis or call us at 508-853-3292 or 401-409-3193.
