ProTaxServe
WHY
Tax Strategies
Tax Plan
Portal
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ProTaxServe
WHY
Tax Strategies
Tax Plan
Portal
Learning
More
  • WHY
  • Tax Strategies
  • Tax Plan
  • Portal
  • Learning
  • WHY
  • Tax Strategies
  • Tax Plan
  • Portal
  • Learning

WHAT IS TAX PLANNING?

Tax Planning = Return on Investment (ROI)

 

Tax Planning is about more than just Tax Preparation

 

It is the process of analyzing clients’ financial situation and applying tax strategies to pay the lowest amount of taxes legally based on their facts and circumstances. Tax planning considers many factors, including tax credits, tax deductions, investments and expenditures. At its core, tax planning is about understanding how business and life decisions affect the largest expense most people have — taxes. 


 Tax Planning Is Proactive, Not Reactive.  

You're in the right place

IMPLEMENTATION OF TAX PLAN

 If step one in the tax planning process is formulating a tax strategy, step two is often overlooked but significantly more important: creating an implementation plan. What steps do you need to take to set your strategy into motion? Are there any complex parts of your strategy that will require you to work with outside partners/experts, file special paperwork, or create new accounts and entities?

WE IMPLEMENT YOUR TAX PLAN BEFORE FILING TAXES

How does this work?

Our process is simple and straightforward. 


At the outset, we'll gather all of your tax information (fact finding) and analyze your overall financial situation to provide you with our tax planning proposal. From our tax strategies vault, we will map the applicable strategies to create a customized and personalized tax plan for you. 


We then discuss your tax plan with you in detail, go through each strategy, answer your questions and show how we'll work together to save on your taxes each year by implementing applicable tax strategies. 


After you have realized the importance of potential tax savings, value addition and the benefits of being proactive, we will get you onboarded with an engagement letter. 

We will there at every step to coach you and maximize your tax savings

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