Let US help you PAY LESS to the IRS!
Our Mission
We want to provide you a strategy that takes the income you earn and the tax savings through proper strategies to buy asset that provide long term wealth.
The Tax Wise Strategies Process
Create Strategy
The first part of your tax wise strategy is to discuss your financial situation and devise a strategy that best suits your needs. This strategy will go over ways you can save money by using the current tax code and making some changes that can then be made to decrease your tax liability.
Implement Strategy
The second part of our process takes the strategy and sets it into motion. Many times, additional professionals may be required to draw up contracts, form trusts, or management of certain assets. We will work with these professionals to help implement your tax wise strategy.
Monitor Strategy
The final part of your tax wise strategy is to monitor your financial situation and monitor it. We will look at things quarterly or annually and make sure the current strategy is making the most savings or if it needs to be adjusted. We will also take note of any new opportunities for tax savings.
Our Tax Wise Strategies fees are paid based off of the amount you save, so creating a strategy takes nothing out of your pocket!