My Tax Strategy Plan is a customized tax plan that aligns with your 12-month business goals. With just an hour and a half of your time and attention during our kickoff zoom video call, we can get started right away.
Using my C.A.R.E. framework, we’ll work together to create a detailed tax strategy plan that’s tailored specifically to your needs and goals. You can trust that I’ll take care of everything and provide the support and guidance you need to achieve financial success through tax strategy.
First, we’ll consult on your goals and financial aspirations.
Next, I’ll analyze your historical tax return and financial statement numbers to better understand your financial situation.
Based on this analysis, we’ll review what tax transformation journey is ahead for you over the next 12 months.
Finally, I’ll create a detailed tax strategy plan that will enhance your financial outlook and help you achieve your goals.
Wait, that was a lot! Can you sum it up and tell me exactly what I get please?
Tell me your goals.
I’ll break down your historical tax return and financial statement numbers and tell you about yourself
See what tax transformation journey is ahead for you over the next 12 months.
Receive your tax strategy plan laid out in detail for you
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How do Tax AdvizHER® clients get results that no other CPA firm will get?
In addition to the required annual continuing Education that most CPAs receive, Distinct Tax Consulting Group offices focus on intensive ProActive Tax Strategy training. They efficiently provide the highest results for their clients while providing good education and communication.
What happens after my strategy?
After you’ve completed the entire tax strategy process, you will then move into one of our tax maintenance plans to ensure you never overpay a dime of tax again!
Why do I have to complete this questionnaire?
We produce the best results for our clients when we first understand where our clients are and where they want to be. We do that by having all new prospective clients fill out this questionnaire. It's a simplified guide that helps us work with you completely and straightforwardly. Each part of the questionnaire is critical.
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