Custom Tax Plan
When: Personalized for your situation (At your Request)
Where: Delivered Electronically within 48 - 72 hours after receiving your personal data questionaire
Cost: $1,500
 
Because you want strategies for savings and methods to implement those strategies, our tax planning service surveys your families, homes, jobs, businesses, and investments, then recommends specific strategies and concepts for reducing your income tax burden. We package those recommendations in a plain English personalized report, and based upon your decisions can provide written documentation on how to implement the strategies you really want and have the ability to implement.

Our Tax Planning Service also includes ongoing Client Alerts to update and maintain client’s improved financial position as the tax laws change.

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