Tax Smart Advisors Inc

Proactive Tax Planning

Our Proactive Tax Strategy is available to Business Owners, Investors, Entrepreneurs and Select Individuals
referred to our firm or by invitation. 

If you have been referred to us or received an invitation to become a client, here is what you can expect:

• We will get to know you - we want to learn about your business, investment, finances, and most importantly your financial and personal goals.  In order for us to provide meaningful advice to you and help you develop a tax strategy that will work for you, we need to know what's important to you.
• We will prepare a Comprehensive Tax Appraisal for you - Before accepting you as a client, we will review you prior year returns (typically three years) and financial statements to identify the mistakes and missed opportunities which are costing you thousands of dollars each year.  We'll outline for you the possible savings available to you and the next steps to becoming a client.
• We'll schedule a follow-up Tax Strategy Session with you in ten to fourteen days to go over the results of our analysis and share specific recommendations with you.  During this meeting we will provide you with a customized copy of our report as which will serve as our 'playbook' going forward.  We'll prioritize an implementation strategy to turn our ideas into action.
• Finally, because we don't want your great plan to collect dust on the shelf - we'll schedule a brief (30 minute) follow-up call in about two to three weeks.  Our goal is to work with you to prioritize the top tax savings ideas and implement a plan to put those ideas into action for you.  It typically takes 60-90 days to implement the tax strategies in your plan so we schedule another call in 60-90 days to measure progress. 

You will enjoy a number of benefits beyond receiving a personalized strategy to save you money, including the ability to:

• take control of when and how much you pay in taxes
• create a roadmap to achieving your financial goals that you have set. 
• set up your business in the best way to reduce taxes and protect your assets
• legally lower your tax bills in ethical ways so you can sleep at night and not worry about the risks of an audit!
• enjoy peace of mind knowing you have an expert team of advisers supporting you so you can concentrate on doing what you do best!

As a Premier Tax Coach Client client you'll have the option to select the level of service you need to ensure access to timely and relevant tax and financial advice.    As your business and investments grow, your personal CPA will be right there with you – making sure your tax plan and financial strategies are properly aligned to grow with you.