OUR TAX PLANNING PROCESS
Here’s how it works:
1. Initial Analysis (No Cost)
We Review prior tax returns, current financials, entity structure and your responses to our questions.
We spot the mistakes and missed opportunities in your current setup.
2. 60 Minute meeting
We meet with you and discuss the cost of Your Missed Opportunities
You find out how much you spend in unnecessary tax dollars every year.
$15,000+ average tax plan savings per year
We’ll Decide Whether Proactive Tax Planning is Worthwhile
You will receive a tax plan fee quote from us.
If tax saving potential is significant, we move forward with planning; If not, we’ll recommend not to move forward.
Over 10/1 is the average return on investment (ROI) on their tax planning fee
3. Tax Planning Session
We’ll review every short-term and long-term recommendation that we can find to lower your tax bill and start you to wealth accumulation.
4. Plan Implementation
Implementing the plan is where the savings start to accrue.
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
The benefits from your personalized strategy will come to you in many ways:
You’ll take control of when and how much you pay in taxes.
You’ll create a roadmap to building wealth and achieving your dreams through the tax advantages the wealthy use.
You’ll set up your business in the best way to slash taxes and protect your assets.
You’ll legally lower your tax bills in ethical ways so you can sleep at night and not worry about the risks of an audit!
You’ll enjoy peace of mind knowing you have an expert team of advisors supporting you so you can concentrate on doing what you do best!
Serving clients across Blue Bell, Allentown, Philadelphia, Wilmington Township, Norristown, King of Prussia, Horsham, Lower Gwynedd Township, Montgomery County, and the surrounding areas.