Initial Tax Plan

This comprehensive report is yours to keep, and it will be reviewed with you in detail, providing actionable recommendations to reduce both your current and future tax burden.
 

Services Included in the Initial Tax Plan:

• Free Books Review: We will review your current books to ensure everything is organized and up to date. We will let you know if any cleanup is needed or if anything requires your attention.
• Review of Prior Year Returns & Coordinating Financials: We will review up to your last three years of tax returns (if provided) and coordinate the associated financial statements, including Profit & Loss, Balance Sheet, and General Ledger, to identify potential errors or missed opportunities. This review also includes identifying any possible amendments to prior returns.
• Review of Current Year-to-Date Financials (if provided): We will review your current year-to-date Profit & Loss, Balance Sheet, and General Ledger to ensure accuracy and provide context for planning strategies.
• Structure Review: We will evaluate your current business and financial structure, alerting you to any issues or potential problems. If a more effective setup is advisable, we will provide our recommendations.
• Tax Planning Strategies: We will identify strategies aimed at optimizing your overall financial position and reducing your tax liability.
• Future Borrowing Considerations: We will discuss your upcoming financing needs to ensure our tax strategies do not interfere with your ability to fund future goals.
   

What the Initial Tax Plan Does NOT Include:

• Tax Return Preparation: The plan does not include preparing or filing your tax returns.
• Implementation of Strategies: The plan will outline recommended actions, but the initial tax plan fee does not cover the implementation of these strategies.

Our Guarantee: We guarantee that your Initial Tax Plan will identify tax-saving opportunities equal to 3 (three) times the cost of the plan, which may apply to the current year or future years, depending on your circumstances. Some strategies may be best implemented in future tax years. Choosing to delay implementation does not constitute a failure of the guarantee. If the identified savings do not reach 3X the cost of the plan, we will refund the portion of the fee exceeding one-third (1/3) of the documented savings.




**Please note that the guarantee and refund policy is void if you do not upload your documents within one month of signing this agreement.**