| What You’re Gonna Get… |
Tax Planning |
Planning & Core Implementation |
Planning Implementation Preparation Quarterlies |
| The Tax Plan For 2021 & 2022 |
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| Deduction Review & Strategy Planning |
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| Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership |
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| Retirement Options & Plan To Hit An Extra 1M By Retirement |
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| Insurance Review To Protect Assets & Reduce Taxes |
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| TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization |
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| Review Biden Tax Policy Actual & Proposed Pre-Law Changes And Make Recommendations |
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| IRS & Court Case References Support Positions |
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| Tax Advantaged Wealth Management Review |
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| Core Strategy Implementation |
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| Business Tax Preparation |
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| Individual Tax Preparation |
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| Quarterly Estimated Payments |
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| Quarterly Core Tax Planning & Implementation |
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| Quarterly 1on1 Review Tax Position |
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