Advanced Tax Planning

We believe that working with a licensed professional, with a background in tax law or tax exempt law, is the best possible stewardship of the resources you have worked hard for and have been trusted to manage. If you are in a high income tax bracket or would like to get a second opinion from a tax law specialist, we may be able to help you. Stop overpaying on your taxes and work with an advisor that will help you legally reduce your tax exposure.

“Do I meet with a tax attorney or a tax specialist?”

Everyone has a unique situation that may require one profession over the other. There are important distinctions between these two options. Schedule a discovery meeting to discuss which plan is better suited for your circumstances.

“Why is it important to not procrastinate on engaging with a tax specialist?”

Tax planning is equally as important as investing for retirement. If your current tax plan is done well than you are able to maximize the efficiency of your paycheck today while funding future paychecks tomorrow. The money you’re currently paying in taxes is very likely the most expensive liability you have.

(Our strategies work best with professionals who make over $250,000.00 annually)

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