Step 1: Through analysis of each individual clients financial estate, including but not limited to, business, real estate and investments utilizing all tax advantages available to the client.
Step 2: Develop a plan in compliance with applicable tax law while minimizing tax liability.
Step 3: Implement the plan using various entities, corporate revisions and the like. Although all recommendations may not be implemented, application of tax planning strategies is a prerequisite to achieving the proposed outcome.
For a FREE 30 minute phone consultation please dial 619-955-7422 or email us at email@example.com and a consultant will respond to you within 24 hours.
* Offer must be mentioned at time of contacting us; Consult must be scheduled immediately upon contact and is done over the phone for client convenience; tax plan is minimum 2 pages, Client must provide prior year tax returns for review; $350 payment is due prior to commencement of work and is non-refundable.