Book a Tax Discovery Session

1. Diagnosis – Tax Discovery Session
The “diagnosis” takes the form of an assessment. This is where we sit down with you, look over your business and personal tax returns, and look at any supporting records. We’ll ask a series of questions about your goals and resources. Then we diagnose any mistakes and missed opportunities that might be costing you taxes you don’t have to pay.

2. Prescription – Tax Planning Proposal
The prescription takes the form of Creating a roadmap of the “proactive “changes needed to generate the greatest tax savings. changes

3. Fill the Prescription – Engagement
Finally, “fills the prescription” includes the implementation guides, checklists, forms, and templates to put the tax strategies recommended to work, document them properly, and audit-proof the tax returns. Every piece of advice we give you is supported by the U.S. tax code. You can stop leaving your hard-earned dollars on the table out of fear of attracting the IRS’s attention.

Take control of your financial health today. Book a tax discovery session with Tax Planning Boutique and let us help you write your financial history, not just record it.

* Please note there is a $350 non-refundable fee to schedule a tax discovery session.