99% of Americans file their tax return once a year and accept the outcome, good or bad. What if I were to tell you that this is inefficient, and more often than not, means you are giving the IRS free money? Tax planning is more important than the tax preparation process itself. While preparing an accurate tax return hits all the compliance requirements, planning takes things a step further and actively prepares you for what is coming, while also evaluating your individual situation for inefficiencies and missed opportunities. Worst case scenario with tax planning is that you are prepared for what the outcome will be. The average scenario is that the cost of tax planning is paid for by the savings you will achieve, more often than not, with a whole lot extra on top. Best case scenario? Your tax preparation fees are covered for life by the savings we find along with a lot of extra money that goes straight into YOUR pocket. While we cannot guarantee that everyone will save money, on average, we find savings in over 90% of the tax plans we prepare. This is either through forward thinking, or by finding errors in old tax returns that have left large sums of money on the table. Contact us today to explore your options. Everyone is different, but the common theme amongst the majority of people is that the IRS is taking more of your money than they should be, and together, we can change that, We have four options below tailored to a variety of situations, but if you do not feel you fit within one of these, please reach out via our contact page. Once booked via the form below, we will contact you within 24 hours in order to setup a call and to request the information we need to get started.