Providing Customized Tax Strategies for High Net-Worth Families and High Income Earners!
At our core, we are a family and team of tax professionals who believe that helping our clients create a legacy is our mission and an essential part of our values-based approach to tax strategies and planning. We help families strategically grow their assets and wealth by limiting or mitigating their tax burden thru comprehensive and proven tax strategies commonly used by other affluent families
Step 1 - Schedule a Discovery Session
We start engagements learning about you and any business you own. It's crucial to understand your current financial and tax situation. This includes reviewing your income sources, investments, deductions, previous tax returns, and any current strategies you've implemented. It sets the groundwork for developing a personalized tax mitigation plan.
Step 2 - Evaluate Your Current Plan
The next step involves evaluating the effectiveness of your existing tax strategies and identifying opportunities for improvement. This includes comparing your current strategies with those used by the affluent and super-wealthy, looking for gaps, potential risks, and areas where you might not be fully utilizing available tax advantages.
Step 3 - Get Your Customized Plan
This final step is to develop and implement a tailored tax mitigation plan. This involves choosing the best strategies from those used by the affluent and super-wealthy, aligning them with your personal and financial goals, and setting up a schedule for regular review and adjustment based on changes in tax laws and your personal circumstances.