Tax Strategy Program

Our in-depth tax strategy program is a game changer! It is designed to work with business owners over a 12-month period to maximize tax efficiency and help them achieve their business and personal financial and growth goals.

In this program, you can expect to spend at least 4 to 6 hours for the first 2 months working with Dee Dee to analyze what you have, what you want, what’s working efficiently and effectively, and what isn’t. From there, Dee Dee will craft strategies to mitigate tax liabilities without compromising cash flow.

Over the following 10 months, you will work with Dee Dee and her team reviewing financial statements, implementation of strategies, and progress toward reaching your goals.

Then, Dee Dee’s team handles the tax preparation!

Most, if not all, strategies designed and implemented will be utilized for years to come resulting in ongoing savings beyond this year together! When we wrap up these 12 months together, you will not only have saved money, but will come away with written strategies, implementation steps, and documentation templates and requirements to be sure all that hard work is in compliance with federal tax law.

Tax Maintenance Program

We wrapped up that first year together. Now what?

You have two options for ongoing maintenance with us:

• Quarterly Maintenance - We spend at least 90 minutes quarterly meeting with you to review financial statements, estimate tax liability, and check in on how the strategies we previously designed are working for you. We make any adjustments necessary and add those implementation steps and documentation requirements to your library of resources. Recommended for those who have pretty stable income and expenses and aren’t rapidly expanding their business, buying up city blocks of properties, or moving to Tahiti.

• Monthly Maintenance - We spend at least 60 minutes monthly meeting with you to review financial statements, estimate tax liability, and check in on how the strategies we previously designed are working for you. We make any adjustments necessary and add those implementation steps and documentation requirements to your library of resources. Recommended for those who pivot regularly in business, are always starting the next thing while the last thing is still baking, or have substantial activities that require more time and guidance to maintain tax efficiency without that tax strategy being the wrong block in the Jenga tower.

Both options include tax preparation.