TaxVision: Proactive Tax Planning - The CPA Dude

TaxVision Method

Choose between one of our TaxVision packages and get started with us today

Tax plan for the current tax year
Deduction review & strategy planning
Legal entity optimization across LLC, S Corp, C Corp, Partnership
Retirement options & plan to hit an extra 1M by retirement
Insurance review to protect assets & reduce taxes
TCJA, Inflation Reduction Act, ARP bill review for liability minimization
Review tax policy proposed pre-law changes and make recommendations
Biannual 1-on-1 live review tax position
Education – not taught in school
White glove service – off your plate
Messaging support – 12 months

Tax plan for the current tax year
Deduction review & strategy planning
Legal entity optimization across LLC, S Corp, C Corp, Partnership
Retirement options & plan to hit an extra 1M by retirement
Insurance review to protect assets & reduce taxes
TCJA, Inflation Reduction Act, ARP bill review for liability minimization
Review tax policy proposed pre-law changes and make recommendations
Biannual 1-on-1 live review tax position
Education – not taught in school
White glove service – off your plate
Messaging support – 12 months
Tax filing and preparation
Audit protection – respond to notice from tax authorities
Review of prior 2 years of returns for amendment opportunities
Q2 and Q4 estimated tax calculations

Popular