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