Proactive Tax Planning is your key to legally paying less in taxes….
At Corona del Mar TaxPro we go beyond tax compliance. We recommend proactive, plain-English concepts and strategies to maximize your after-tax income and then help you implement those strategies.
We start with a Personal Strategic Tax Plan that is customized to your individual, family, and business needs. We collect and organize all of your data, and then develop a personalized action plan for you. For a one-time fee, you receive:
- An explanation of your Personal Strategic Tax Plan in a 90-minute meeting with your personal tax coach. In this session, we will discuss the specific recommendations being made in plain-English and show you how your plan can help you achieve your goals. We will also answer any questions you may have related to your plan and its implementation. This meeting normally will take place in person, however video conference is also available.
- A written, comprehensive report (usually 40 – 70 pages long) that details every tax planning opportunity we have identified for you. This report is complete with IRS definitions, tax code footnotes, and case law citations.
- A specific list of action items that need to be completed in order to ensure that you will realize the tax advantages of your Personal Strategic Tax Plan. Most clients will engage us to assist in the implementation and monitoring of their tax plan.
- A return on your investment. The fee for a Personal Strategic Tax Plan is an investment, not an expense. As such, you should expect a generous return on that investment. We will show you an estimate of your specific tax savings so you can see just how wise your investment really is. If we cannot generate a positive return on your investment your plan is Free!
Once we’ve completed your Personal Strategic Tax Plan we then work with you to implement and maintain your tax savings plan – we call this Proactive Tax Coaching.