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Comprehensive Tax & Business Consult

  • Trifecta diagram (business, assets, estate, tax) with recommendations and actions items.
  • Consult with Tax Attorney up to 2 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.


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.