Maximize What You Keep. Protect What You Pass On.
Your Complement Tax Plan
Your DIY strategies are impressive—you’re taking charge of your financial future.
But even heroes need a guide to ensure every move is tax-efficient, so you don’t lose unnecessary dollars to taxes that could boost your income or legacy.
The Complement Tax Plan guides your expertise by helping you maximize after-tax income, and safeguard your wealth for future generations.
The Complement Tax Plan is a two-month, comprehensive engagement designed to elevate your DIY efforts to even greater success. Here’s what we cover:
We deliver comprehensive, tax strategies to optimize your income.
We start by understanding your situation with a Tax Analysis.
Further, we create a custom Tax Plan, to protect more of your income.
Then we project your Tax Return, to guide accurate execution.
We craft strategies to protect your legacy from unnecessary taxes.
We first dive deep into your situation with an Estate Analysis.
And we perform an Insurance Review to optimize after-tax benefits.
Then we empower you to execute the necessary Estate Documents.
Your heroic financial journey evolves, and so can your Complement Plan.
We offer optional Monitoring and Updates to keep your plan aligned with your life, and tax laws, ensuring you remain optimized for tax efficiency.
Monitoring:
Updates:
This video call helps us learn about you, share our tax planning process, & determine if our service aligns with your needs.
We meet via video call to review and sign an agreement outlining areas, responsibilities, & fees – the first half of which is due at signing.
We securely gather your data via our secure portal to understand your current situation.
We meet to analyze your current tax strategies, recommend alternatives, and get your feedback before proceeding.
We analyze your data to uncover opportunities, craft plans, and summarize them as an actionable narrative.
We present your analysis, summarizing plans, and action items. The final part of the planning fee is due upon delivery.
You’ll fill out the contact form below to indicate your interest in working with us, the service(s) you requested and to get a free quote.
Our two-month Complement Tax Plan engagement lays the foundation for your personalized tax-efficient plan.
Payment Schedule: $1,500 is due at the signing of our agreement, and $1,500 is due upon plan presentation.
Support Included: Receive email support for 30 days after the plan presentation to clarify any aspects.
Payments can be made via credit card or direct deposit. We do not store your payment information.
Monitoring
We can provide Monitoring at $500 per annum.
Updates
We can collaborate to update your Complement Plan at $1,500 one time.
You’ll fill out the contact form below to indicate your interest in working with us, the service(s) you requested and to get a free quote.
You’ll fill out the contact form below to indicate your interest in working with us, the service(s) you requested and to get a free quote.
