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Tax Strategy Plan
Made specifically for fund partners
Planning & Strategy
Review Prior Year Tax Return
Tax Strategy Sessions (2x)
K-1 Tax Optimization
Personalized Tax Plan
Annual Tax Projection
Prep & Support
Quarterly Tax Estimates
Personal Tax Return Prep
Touchpoint Calls
Email Support
Not ready? - Get a Total Tax Analysis instead:
Think your CPA might be missing out? Check out our Total Tax Analysis. We'll dissect your latest return, spotlight hidden tax-saving gems, catch any slips, and decode your income tax landscape. Get ready for eye-opening insights and smarter tax strategies.
For one upfront investment, you'll receive a personalized tax plan, proactive tax reduction guidance, and personal tax return preparation.
What You Can Expect From Our Tax Strategy Plan
Kick-Off Call
Meet your Advisor, discuss your business, expectations, timelines, information requirements required for your engagement.
Strategy Calls
Educate you on tax strategies we recommend so that you understand the strategy and the resulting tax benefits. Learn how to take advantage of the Tax Code and get your questions answered.
Tax Plan
Your personalized plan on tax reduction strategies. Our recommendations and action steps will be documented here so that you can reflect back on them at any time to keep your plan on course.
Tax Savings
We'll provide you with a plan to minimize tax bills and ensure you're not missing out on big opportunities for tax savings. Our clients often recoup their investment in year 1.
One of the best investments you'll make all year
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