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Tax Planning
Tax Planning is a written plan to lower this year’s tax, built with you before the year’s deadlines pass, and a CPA in your corner while you carry it out.
All year, including the months between filing seasons.
$5,500starting price
You get your exact price on the first call, before any work starts.
Andy Lam, CPA
Leads tax strategy and planning
How it works
Step 1
Assessment
We learn where you stand, project your tax before any strategy is applied, and find the opportunities that fit your goals, the capital you have available and the risk you are comfortable with.
- A 60-minute Assessment Call with your tax advisor, within 30 days of signing up
- Our onboarding questionnaire
- A review of your last three years of returns
- A review of your bookkeeping
- A review of your entity structure
- Your first tax projection
Step 2
Planning
A plan built to lower your tax, the steps to carry it out within the IRS rules, and answers to your most pressing questions.
- A 60-minute Strategy Call with your tax advisor, within 45 days of signing up
- A written tax plan
- A projection report, before and after the strategies
- Scenario modeling for the decisions in front of you
Step 3
Implementation
Help putting the strategies in place so they count when you file, answers through the year, and a new projection when your income changes.
- A 60-minute Check-In Call when you need one, within 365 days of signing up
- An updated projection when you need one
- Questions answered through our secure portal within 72 hours, for 365 days from signing up
Is Tax Planning right for you?
This is for you if
- Too much of your income goes to the IRS, and it feels like you are penalized for earning more.
- You invest in real estate and want advice from CPAs who focus on it.
- You are not sure your current CPA is doing everything they could to lower your tax.
- You want a CPA in your corner all year, not just at filing time.
- A big decision is coming: buying or selling a property, a business or a block of shares.
This is not for you if
- You only want an accurate return filed once a year and don’t need proactive planning beyond that. Tax Preparation is the better fit.
- You want a guarantee of how much you’ll save before we’ve gotten to fully know your future goals, current situation, and risk profile.
- You want strategies that wouldn’t hold up if the IRS asked about them.
- You want advice, but you don’t plan to act on it.
If the first list sounds like you, the next step takes five minutes.
Book your free discovery call