tax Planning

Build the road to your financial future

Tax Planning & Advisory

A quality tax plan is one of the greatest resources in your financial picture. Our Tax advisory services provide critical insight into your tax performance that allows for a proactive mindset focused on future optimization. We are a forward thinking organization with a keen eye for detail. We create a custom tax plan for each individual business that provides unmatched value to each client.

Tax Planning: The Process

Tax returns & documentation

The process begins when we gain access to your applicable tax returns and financial statements that allow us to see where you’ve been and where you stand currently. We ask for 1) Two years of tax returns and 2) Two years of financial statements (if applicable). Other items needed will be requested ad-hoc.

Discovery & Analysis

Once we receive all the needed documentation, we will begin our Discovery and Analysis process. Your tax plan foundation begins here; using your historical information, we will bring to the table a plan framework that aims us towards success.

Tax Planning Meeting

With your foundation set up, this meeting is where we will iron out details, make sure the tax plans aligns with your goals for the future, and answer any questions you may have to make sure everything is aligned.

Tax Plan Provided

After we’ve had our initial planning meeting, we will provide you with a complete tax plan outlining your key strategy options and how they work in your plan.

Support & Advisory

We provide ongoing support and advisory on your completed tax plan.