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Tax Planning 360

Session One

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In our first meeting, we’ll work together to get an accurate picture of your financial situation.


To do this, our Certified Tax Coach and Tax Advisors will help you generate accurate financial statements, review your tax position (your tax bracket vs your effective tax rate), and assess your entity structure. Once we understand your financial position, our team will work with you to determine your desired tax position.

Session Two

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Our second meeting will be focused on maximizing your deductions.


Our Certified Tax Coach and Tax Advisors will share the top tips to maximize your deductions, shift and defer your income through legal and effective means of reducing your effective tax rate by at least $5000.

Session Three

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The third meeting will wrap everything up!


Our Certified Tax Coach and Tax Advisors will make any needed updates to your monthly tax plan and evaluate the effectiveness of your specific tax planning strategy. They will also help you identify and address any risk of IRS audits first and then cap everything off by determining your final tax balance for the year.

Time is running out! The best time to sign up for this plan is NOW if you want to increase your tax savings for this year!

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