Services

• Comprehensive tax strategies
• Implementation of these strategies
• Monitoring and adjusting on a quarterly or annual basis

What should you expect?

Sometimes doing the same thing over and over again expecting to get ahead doesn’t work. We sit with our clients and go over details of what they are doing and have done. What they are comfortable with, as far as, risk and what they are not comfortable with. What they are willing to give up or add to change their wealth game. Sometimes we may take you outside of your comfort level to see if you can live with certain strategies. Some of the strategies require change and change can be difficult for some and some embrace change. Basically, we formulate an individualized, tried and IRS approved strategy that will provide you the opportunity to build your asset holding and allow it to generate long term wealth, generational wealth. And we do it while sheltering as much from the IRS as possible. Formulating a strategy is a process not an event, so consistency and patience is a necessary element to this process. The initial cost may cause some clients a bit of angst, but consider that the strategies we deliver and implement will provide yearly tax savings many times the cost of the program.

The biggest expectation on our part is after showing you the strategies to cut your tax burden by 20, 30, 40 or even 50% or more, that you use this new found money to build the asset base that allows for wealth accumulation.

You will never be forced to participate in sketchy schemes or strategies your aren’t in favor of, but each and every strategy will be backed by IRS code and approved by code or tax court ruling.

What does it cost?

Building a detail, individualized strategy: We value the cost of the strategy based on the amount of tax saving we can produce in the current year. Initially, we begin our pricing at 30% OF ANNUAL TAX SAVINGS FOR THE FIRST YEAR. This is not additional money you will spend but you are paying us out of the tax saving you would normally pay state and federal taxing authorities. If the value of tax savings exceeds certain dollar levels we will negotiate reduce percentages.

Implementing the chosen strategy: Implementation of any strategy requires time and professionalism. Additional professionals may be required to draw up contracts, form trusts, management of certain assets, professional fees, etc. Again, these will most likely be paid from the savings of taxes rather than additional cost to you. This entirely depends on what strategies are chosen and what those strategies entail. Initial implementation is generally where the greatest cost is incurred but continuation of the strategies will likely see drastically reduce cost year after year.

Quarterly and Annual Monitoring: This is a flat $750 dollar charge where we sit down as a team and discuss how things are going and adjust any aspects of the strategy that may need changing. We determine if the strategy is sufficient for your short term and long term goals.

The value is real since the tax savings and asset wealth generation is ongoing and increasing.

Why pay the IRS when you can keep more for yourself!