How We Help
The processes we follow to keep more tax money in your bank account.
The exact process for finding tax freedom is more simple than you might think.
Every day, from grocery shopping to paying property taxes, we're constantly affected by taxes. However, when it comes to income tax, there's room for change. The complexity of the US Tax Code often leaves individuals feeling overwhelmed and misunderstood.
At Make Taxes Fair, we view this code as an intricate masterpiece designed to empower entrepreneurs. Our team of experts is dedicated to decoding it, offering tailored solutions to maximize savings. If you’re tired of feeling lost in the tax world, let us guide you through our proven system.
Our Process
You Are Here.
Step 1: Discovery Call
Our process begins with a Discovery Call, where we aim to fully understand your business, goals, and challenges. This step is more than just a casual conversation—it's where we start building a partnership based on trust.
We'll discuss your needs and expectations, ensuring we’re the right fit to help you achieve your objectives. This call is also an opportunity to ask any questions about our process so you can feel confident moving forward.
Step 2: Information Gathering & Analysis
In this stage, we gather crucial financial information to uncover every possible opportunity for you to save on taxes. Here's how it works:
Payment & Guarantee: We charge a $1,500 fee for an in-depth analysis of your current business against the U.S. tax code. We stand behind our work with a guarantee: if we don’t identify at least $7,500 in annual tax savings, we’ll refund your fee, and you keep the Tax Strategy Roadmap we create.
Information Collection: After payment, we'll guide you through a secure process to submit your financial documents and ask you more questions about your life and business. Everything we ask for from you is used to analyze the more than 430 tax strategies in the tax code. This process is straightforward and takes about 40 minutes of your time.
Step 2: Information Gathering & Analysis
Step 3: In-Depth Tax Analysis
Once we have your information, we thoroughly analyze nearly 80,000 pages of tax code to identify the strategies that you qualify for and the amount of tax savings that will result from using those strategies.
Within a week to ten days from when we verify that we have received all of the “materials” we need to build your Tax Strategy Roadmap, we'll schedule a one-hour meeting to present your tax savings to you. During this meeting, we'll explain each strategy in detail, showing how it impacts your bottom line.
Step 4: Decision Time
With your personalized Tax Strategy Roadmap, it's time to decide on the next steps. We'll explain how we can help you implement these strategies, ensuring they are both efficient and compliant. We'll lay out the timeline and explain each phase of our process so you know exactly what to expect when working with us.
We'll also present a quote for our services and show you the first-year ROI (return on investment) and a ten-year savings projection. Our clients typically see a 30-50% reduction in their annual tax bills and a 2.5-4 times ROI in the first year alone. Regardless of your decision, we provide the information and support you need to make the best choice for your business.
Step 4: Decision Time
Step 5: Onboarding & Implementation
If you choose to move forward with us, we'll begin implementing your tax strategies immediately. In our onboarding meeting, we'll schedule the necessary sessions and introduce our Audit Monitoring and Protection system.
The Tax Strategy Implementation phase typically takes two to three months, depending on the complexity of your situation, and we’ll keep you informed every step of the way. This phase aims to have the processes in place in your business to fully utilize the strategies and ensure that you will get the tax savings available to you.
Step 6: Ongoing Maintenance & Support
After the implementation process is completed, we remain proactive in maintaining your tax strategies. As your business evolves, so too can your tax savings opportunities. There are hundreds of things that happen to us in our business and personal lives, as well as our decisions and moves, that provide the opportunity to save on tax. We conduct regular quarterly and annual reviews, keeping you updated and ensuring you continue to benefit from optimized strategies. We aim to be a long-term partner, consistently finding new ways to enhance your savings.
Step 6: Ongoing Maintenance & Support
Let's Get You Here!
What's Next?
Our FAQ section provides more information, and we encourage you to check it out.
If you are ready to rock and roll with getting your tax savings started, head on over to www.MakeTaxesFair.com/get-my-roadmap
And remember, Friends Don’t Let Friends Overpay The Government!
Don’t keep us a secret! Share this with your friend and STOP wasting money on taxes!
Our Clients Take Control of Their Tax Freedom.
Corey | Graphic Design