Tax Planning Package

The Tax Planning Package is designed for businesses seeking proactive tax strategies to minimize liabilities and maximize savings. Our approach focuses on preparing custom tax plans that identify eligible deductions and optimize your financial structure through expert planning and review. The package also includes a comprehensive review of your tax return to ensure compliance and uncover hidden savings opportunities.

Package Details:

Annual Tax Planning Package (Optional Upgrade):

For businesses with multiple entities or more complex needs, our annual plan includes quarterly tax planning sessions.

• Service Items: Type: Multiple LLCs and S-Corps
• Frequency: 4x per year
• States Covered: 2
• Delivery Method: Zoom

Pricing Information:

• Tax Savings Up to $49,000: 25% fee on savings
• Tax Savings Between $50,000 and $100,000: 30% fee on savings

Why Choose These Packages:

• Tailored tax strategies designed to maximize savings
• Comprehensive review to ensure accuracy and compliance
• Ideal for LLCs, S-Corps, and businesses with dynamic tax needs

Take advantage of proactive tax planning that not only reduces your tax burden but also aligns your financial strategy for long-term growth. Contact us to schedule your first session and start saving.