Tax planning involves an analysis of your financial situation in order to determine, and implement, strategies that will lower your tax burden. A lowered tax burden, of course, frees up resources for growth, expenses or investment.
Below I answer the top 3 questions that seem to be on the minds of our potential clients: is tax planning expensive? Is it legal? Who is it for?
1. How much does tax planning cost?
This depends on the complexity of your tax and financial situation and how much value we can provide. We charge by the project, and not by the hour. We are usually able to provide a binding quote during an initial phone consultation.
Our tax planning fees start at $3,500.
2. Is tax planning legal?
Of course. As a CPA firm, we are required to act with professional responsibility as outlined by the Internal Revenue Code. All our strategies are rooted in the IRS code. We will never recommend a strategy that is not fully legal and ethical. We do not deal with gray areas.
We stand behind our services and offer a guarantee.
3. Who benefits most from tax planning?
Anyone who pays taxes can benefit from tax planning – but the biggest benefits are gained by business owners or self-employed individuals who pay over $50,000 in taxes annually.
Of course, the higher your tax burden, the higher your potential savings will be.
Have questions? Want to find out more? Feel free to schedule a consultation: https://go.oncehub.com/PaulinaSzuszkiewicz1 or fill out a quick survey and I’ll get back to you: https://paulinaszuszkiewicz.typeform.com/to/sHUcPd