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Check your email for your calendar invitation and confirmation. In the meantime, review what to expect and how our system works below.
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Think about your current tax situation, annual tax bill, and what strategies you'd like to explore to legally reduce what you owe.
Learn exactly what we'll cover in your consultation and what results you can expect from working with a proactive tax strategist.
Here's Exactly What to Expect on Our Call
We'll analyze your current income, business structure, deductions, and tax bill to identify exactly where you're overpaying and what opportunities exist.
We'll walk through the specific strategies that apply to your situation—entity optimization, retirement planning, legal deductions your CPA may have missed, and advanced planning techniques.
You'll see exactly how much you could save annually with proper tax planning and what your tax-free wealth could look like over the next 10-15 years.
If it makes sense to work together, we'll create a customized plan to implement these strategies and legally reduce your tax burden starting this year.
This is a complimentary analysis with no pressure to move forward. Our goal is to show you exactly what you're missing and help you make an informed decision about your tax planning strategy.
Just come prepared to discuss your current tax situation. If you have your most recent tax return handy, that's helpful but not required. We'll ask about your annual income, business structure, and current tax bill to provide the most accurate analysis.
Plan for 30-45 minutes. We'll spend the time reviewing your situation, identifying opportunities, and showing you exactly what strategies apply to your specific circumstances.
Correct. This is a complimentary analysis with no obligation to move forward. Our goal is to show you what you're missing and help you understand the difference between tax preparation and proactive tax planning.
Most of our clients keep their existing CPA for tax preparation and compliance. What we do is different—we focus on proactive tax reduction strategies that work alongside your CPA. Think of it as adding a tax strategist to your team, not replacing your accountant.
This consultation is specifically for business owners, medical professionals, executives, and high-income individuals paying $100K+ in federal taxes annually. If you're in that category and want to legally reduce your tax burden, this is for you.
No problem—just use the reschedule link in your confirmation email. We understand things come up. Just give us 24 hours notice if possible so we can offer your slot to someone else.
Think about your biggest tax frustrations and what you'd like to accomplish. The more specific you can be about your situation (income, business structure, current deductions), the more targeted our recommendations will be.