Strategic Tax Plan Setup

Service Description

This is a comprehensive, high-level review of your financial landscape — past and present. We analyze up to three years of tax returns alongside your current structure, cash flow, and goals to craft a customized strategy that aligns with your vision of wealth, protection, and sustainability. After booking, you’ll receive a secure Zoom link for your consultation. During our meeting, we’ll discuss your goals, outline the appropriate service options, and walk through associated fees — all of which will be clearly defined before you proceed. Following our conversation, you'll receive a personalized intake form, a payment link, and a secure ShareFile folder to upload any relevant documents. We believe in clarity, alignment, and complete transparency — no surprises, ever. This is more than a review. It is a blueprint — personalized, data-informed, and designed for implementation. The insights delivered here often serve as a powerful foundation for ongoing advisory services, but this engagement stands on its own: clear, strategic, and deeply tailored to you.