Tax Strategy Roadmap Discovery Call

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Business Owners Love to Plan!

Business owners have business, marketing, and operations plans, but a very small percentage of us have a tax plan.

You're likely here because you want to create a Tax Strategy Roadmap for your business. The starting point for this roadmap creation is to meet with a member of the Make Taxes Fair team.

The purpose of this meeting is to:

  • Get to know you and your business
  • Understand your frustrations with taxes, and
  • Determine if we can serve you to cut your tax bill
To be transparent, this meeting is not a tax strategy meeting.
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If we are a good fit to work together, the outcome of this initial connection is to move forward with creating a tax strategy roadmap.

The Tax Strategy Roadmap Creation process is this:

  1. You decide to invest in yourself and uncover your tax savings through your custom Tax Strategy Roadmap
  2. We gather your information to Assess your current situation
  3. We Build your Custom Tax Strategy Roadmap
  4. We meet with you to Deliver your Custom Tax Strategy Roadmap

The Deliver phase of the Custom Tax Strategy Roadmap is a Tax Strategy Session with you where a Tax Strategist delivers the tax strategies and action plan to massively reduce your tax bill.

For more information about this process, you can view this video overview of that explains this in more detail.

READY TO TAKE ACTION?

Book a meeting with our team here, and let's help you stop wasting money on taxes!