SERVICES
“The hardest thing in the world to understand is the income tax.”
– Albert Einstein
YOUR TAX GAME PLAN
We set up your tax plan in a simplified 3 step format. We begin with your tax plan creation, then implement the plan as desired, and finally we work with you to maintain the plan. Creation and implementation is key to getting you immediate significant tax savings. Maintenance ensures you continue to have the necessary access and tools to optimize your tax liability each year, and includes all your tax and accounting compliance needs.
1
TAX PLAN
CREATION
We review your most recent tax returns and then sit with you for a tax planning discovery session.
At the end of the discovery session, we’ll determine if it’s a good fit to create and implement your tax plan. If possible, we will provide you with an estimate of the range of tax savings to be expected.
We then create a full tax plan for you. The plan lays out all applicable tax strategies in laymen’s terminology for you to review. Every strategy we recommend or advise is cited to the IRS or State tax code section, or to US or state tax court case rulings.
2
TAX PLAN
IMPLEMENTATION
Once created, we advise you to spend a few days fully reviewing your plan.
After your review, we will discuss what all parts of your tax plan you wish to implement.
We will then work with you to effectively implement the plan.
3
TAX PLAN
MAINTENANCE
Once your tax plan is implemented, we work with you monthly on a tax maintenance program. We have a few options of tax maintenance packages.
Each of our tax maintenance packages includes a monthly comprehensive tax plan monitoring solution. We actively monitor your tax situation using human review as well as our proprietary tax-planning software. We then analyze if you are still on track for your optimal tax scenario, or if we need to make adjustments.
Learn more about our maintenance package options below.
AVAILABLE TAX MAINTENANCE PLANS
ESSENTIAL
- Monthly Bookkeeping & Bank Reconciliations
- Monthly Call Access
- Monthly Email Access
- In-Depth Start Up Meeting
- Ongoing Tax Reduction/Strategy Monitoring
- Business and Individual Tax Return Prep
- LLC Setup and Maintenance Assistance
- Payroll Returns
- 1099 Filings
- Tax Notice Response
- Audit Protection
- Due Date Monitoring
- Tax Newsletter
ELITE
- Monthly Bookkeeping & Bank Reconciliations
- Monthly Call Access
- Monthly Email Access
- In-Depth Start Up Meeting
- Ongoing Tax Reduction/Strategy Monitoring
- Business and Individual Tax Return Prep
- LLC Setup and Maintenance Assistance
- Payroll Returns
- 1099 Filings
- Tax Notice Response
- Audit Protection
- Due Date Monitoring
- Tax Newsletter
VIP
- Monthly Bookkeeping & Bank Reconciliations
- Monthly Call Access
- Monthly Email Access
- In-Depth Start Up Meeting
- Ongoing Tax Reduction/Strategy Monitoring
- Business and Individual Tax Return Prep
- LLC Setup and Maintenance Assistance
- Payroll Returns
- 1099 Filings
- Tax Notice Response
- Audit Protection
- Due Date Monitoring
- Tax Newsletter
- Tax Return Prep for Dependents
- Business Financials
- Unlimited Cell Access
- Additional Accounting/Planning Time
START REDUCING YOUR TAXES TODAY
For many, taxes are by far the largest expense paid in their lifetime. We want to change that! If you are serious about building and growing wealth, you must ensure you have your tax expense under control. We have 2 easy options to get a free tax reduction assessment.
We will analyze your returns and reach out for a follow-up call.
We will reach out with a 15 minute intro call
to provide more info on tax planning.
CONTACT US TO DISCUSS REDUCING YOUR TAXES TODAY!
1171 Bryan Rd.
O’Fallon, MO 63366