Tax Advisory

Our Tax Advisory service provides proactive tax planning services as a monthly subscription that includes –

• Strategic Tax Plan – An in-depth review of your tax situation to minimize your tax bill
• Tax Projections – An estimate of your tax liability for the year to determine your estimated tax payments and/or withholding
• Year-round Access – Whether by email, call, text, or Zoom I’m accessible year-round to answer your questions
• Tax Notice & Audit Protection – Respond to any IRS or state tax notices and represent you during any audits
• Tax Law Changes – If the tax laws change I will reach out to address how they affect your situation

Strategic Tax Plan

We focus on four main areas to reduce your tax bill –

• Tax-Favored Savings
  • We determine the most optimal type of retirement plans for your situation, whether it be the solo 401(k), backdoor Roth, cash balance plan, or even the Mega Backdoor Roth
• Entity Choice
  • We run the numbers to determine whether you should use S-corporation for your 1099 work.
• Deductions
  • Identify all available business and itemized deductions available to you.
  • We can often make planning adjustments to allow for more deductions
• Tax-Favored Investing
  • Real estate investing, including short-term rentals and cost segregation studies
  • Oil and gas
  • Conservation easements