"A penny saved is a penny earned." Benjamin Franklin
Tax Planning
We help you with Tax Planning. We analyze your current and prior year taxes and identify strategies that you can implement to save money on taxes. Typical savings for individuals is $3,000-$5,000 annually. Small Businesses typically save between $10 and 30k annually. Let us help you keep more of your money!
More Info
Tax Planning Session
Tax Planning Session
Tax Planning Session
We gather some specifics regarding your taxes, your anticipated financials for the year, and identify strategies that save money. Our goal is to identify the key saving strategies and help you put together a plan to implement them. We can even help you implement them or provide quarterly reviews to ensure that you tracking towards your goal!
Additional Savings
Tax Planning Session
Tax Planning Session
Customers who sign-up for tax planning will save 25% on tax preparation fees. We want to make sure that we help you see the savings through!
FAQs
Frequently Asked Questions
What should I expect in a Tax Planning Session?
Clients should expect two meetings and some homework during the tax planning phase. The first meeting will be an overview of the process, the outline of the tasks, and an agreement to move forward. This is followed by a working session where we review last year's taxes, current year financial results, current year financial forecasts (or provide some guestimates). Often we can provide a questionnaire that the client can fill out in advance that will make the working session go faster. Then finally, we will prepare and present expected savinigs along with an implementatiion plan for making those savings happen.
How much time should I plan on this?
That's a good question. However, the real question is how much time is $10,000 or more in saviings worth to you? We typically say that clients should expect between 5 and 10 hours to complete the process as inputs to the preparation of the plan. If we save you $10,000 (often a lot more) and you spent 10 hours working on it - that would be $1,000 an hour!
What if there are no significant savings?
Every client worries that there will be no savings. It is rare and it does happen. If we can't find any savings, then there is no charge for the review. Its that simple.
Are the savings a one-time saving?
Sometimes yes, but often they are recurring annually - which means they re-occur every. Clients love finding annual savings - its like giving them a pay raise!
Is this confidential?
Absolutely. We are fearce about protecting our clients and their condifentiality. We treat you the way we expect to be treated. Our Privacy Policy details our approach, but rest assure, we have the latest encryption products to ensure your identity and data are safe!