Reviewing your existing entity structure and overall tax
strategy to identify potential tax saving strategies.
Presenting a written tax plan that will be reviewed in detail
with you. It will contain recommendations designed to meet
your business goals and minimize taxes to the greatest extent possible.
Developing an action plan to implement the agreed upon
Recommendations.
Guarantee: We guarantee that you will save at least your
investment in the initial tax plan if our firm does the
implementation of the tax plan and the tax preparation
associated with items listed in the tax plan. If after the tax
preparation of the returns we can’t show you those savings,
we will refund you the portion of the fee in excess of the tax
savings.