Comprehensive Tax
& Business Consult
- Trifecta diagram (business, assets, estate, tax) with recommendations and actions items.
- Consult with Tax Attorney up to 1.5 hours on tax strategy and application of our 20-point tax planning checklist.
- Review of prior-year tax return and recommendations on specific tax and legal strategies.
$1,595
Comprehensive Tax
& Business Consult
Frequently Asked Questions
Q: What kind of documents or information should I prepare for my Comprehensive Tax & Business Planning Consultation?
A: One of your most recent tax returns (Corporate or Individual), a list of your assets and overall net value, a brief description of your business (and if you have more than one business, for each business), a summary of your goals, objectives, and questions, and the most recent Profit & Loss Statement for your business (Optional).
Q: What can I expect to accomplish in my Comprehensive Tax & Business Planning Consultation?
A: This Consultation will help develop a clear, effective business and investment structure, will provide relevant strategies for reducing your tax and legal liability, and provide the security you need to conduct your businesses with ease.
Q: What can I discuss in my Comprehensive Tax & Business Planning Consultation?
A: We will be well prepared to discuss your business planning, present and coming year-end tax planning, estate planning, asset protection, anonymity needs in the course of this call, and in subsequent follow-up.
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