I offer current-year and multi-year subscription tax planning services with 12 Months of tax-slashing presentations, using state-of-the-art tax planning software.
Every month for as long as you want, we will do a one-hour in-depth tax-planning presentation to explore particular tax topics that may interest you, like borrowing against your unrealized gains, state deferrals and residency changes, 401k and retirement plans, cost segregation, adding spouse or children to payroll, among other interesting strategies, including multiple alternative comparisons like S-Corp vs. LLC, Married Filing Jointly vs Married Filing Separately, Roth IRA vs. Traditional IRA, and also including multiple-scenario, multiple-year tax planning reports that you can print out and share with your partner and/or tax professional, or discuss further options with us.
Each month those topics rotate. One month we’ll explore how vehicle deductions can benefit you. The next month I’ll show you how the wealthy offset taxes using real estate, then the following month we’ll talk about picking or changing your entity, or the nine different ways to invest in your retirement account.
And in case you’re too busy for a one-hour presentation, you can tell me what you want to explore over the phone, and I can prepare the report and send it to you.
After receiving the reports, you’ll have a plan for all the major ideas that interest you, and you can go execute and qualify for the ones you want to.