Tax Planning
1
Step
: Discovery
We identify overlooked opportunities to reduce taxes in your current portfolio.
2
Step
: Planning
We assist you in developing a personalized tax strategy aligned with your financial goals.
3
Step
: Implementation
We provide hands-on execution with continuous support throughout the process.
Other Services
On-Call Tax Advice
When you only want advice as needed, we're available to answer your one-off questions for an hourly rate.
~Pre-scheduled meetings/calls required.
Customized Advice
When you want a deep dive analysis of your current situation and short- and long-term strategies that can optimize your tax position contact us for a customized quote.
Collaborative & Customizable Engagement
Think of us as your outsourced tax planning advisor. Whether you want us to to work with your clients directly as a client-facing extension of your firm, or hidden behind the scenes and only work directly with you, we are flexible.
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We want you to meet your clients' needs by helping you provide this value-added service to them.
How It Works
Step 1
Free 15-minute introductory call
Step 2
Invite to Tax Dome and request 2 years of prior tax returns and books
Step 3
Quote Provided once Prior Year Returns Provided