FREQUENTLY ASKED QUESTIONS

The right financial advisors are incredible and should be a key piece of your financial team. They will help you grow your wealth and achieve your financial goals. The best financial advisors incorporate tax advantaged-investing. This falls directly in-line with a full tax plan, but it is only one small piece of the full puzzle. We work with your financial advisor to ensure the full tax plan we create and implement with you falls in line with the rest of your financial goals.

You can either contact us for a complimentary intro call or securely send us your most recently filed tax returns. We briefly analyze the tax returns and follow-up with you to schedule a discovery session where we can discuss your estimated tax savings you may realize by utilizing tax planning.

$0. You will never be billed hourly for our work. For tax planning, we only charge you for the work we do which provides actual value to you. In this way, we are both working towards the same mutual goal – tax savings. Both the initial consultation call and discovery session are complimentary. 

This is a 1-2 hour meeting in which we sit with you to learn more about you and your life and financial goals and desires. We discuss our initial estimate of your tax savings, and ultimately talk with you to determine if we are an ideal fit for one another to create and implement a tax plan.

If after our discovery session, you wish to move forward with us to create and implement a tax plan, we will dive deep into every area of your tax situation. We will look at income shifting, expense shifting, entity structuring, spending strategies, tax credits, tax loopholes…etc. No stone will be left unturned. Every part of your tax plan we create will be fully cited to IRS tax code, State tax code, US Tax court cases, and/or State tax court cases. You can be confident in implementing the plan, knowing everything we do will be legal and documented.

You only pay for tax planning if you decide you want us to move forward with creating and implementing a tax plan for you. In order for us to begin creating the tax plan, the planning fee must be paid in full. If after the creation and of the tax plan, you are not 100% satisfied with the plan, we will provide a full refund of your tax plan fee. Our tax maintenance packages work the same way. Our fees are always completely transparent and fully disclosed. You will only ever pay a fee which you understand and have agreed to pay.

As CPAs, we legally cannot promise or guarantee you any certain dollar amount of tax savings. What we can guarantee is that you will be 100% satisfied with the value we provide to you. Once we create and deliver the tax plan to you, if you are not satisfied with the plan, you may request a full refund within 30 days.

Many of the services involved in tax maintenance packages are shown on your services page. These packages range significantly. We will happily discuss these further during or after your discovery session. You can view the maintenance plans HERE.