Tax Strategy Roadmap

Frequently Asked Questions

• How do I get my custom tax Strategy roadmap?

  We are itching to do the work to produce your custom tax strategy roadmap!

  So here's how this works. We need you to take action!

  When you sign up to receive your custom tax strategy roadmap, you will receive instructions to get us the following information:

  • We need a current Profit & Loss for your business (or if you have multiple companies we need a current P&L for ALL businesses)
  • We need a copy of your most recently filed tax return. 
  • If you have not filed for the most current tax year and are on an extension then we need a Profit & Loss for that tax year (i.e.- it is June and you have not filed last years tax return... we need the P&L for last year's business ventures.)
  • We need you to complete a quick tax savings assessment. This will be emailed to you when you complete the sign-up process and purchase your custom tax strategy roadmap.

  The bottom line is this:

  We need your data in order to show you the savings!

  So, when you take action to make the steps to pay the government less, you need to give us the information we need to serve you and show you those savings!

  We're excited to help you stop the leakage of your hard-earned profits to the government. Let's rock and roll! 

• What do you mean by 10x return on investment?

  Our 10x guaranteed return on investment means that we will show you a minimum of $5,000 in tax savings opportunities, providing you with a 10x return on investment for your $999 purchase of the custom tax strategy roadmap.

• What implementation support is there for my tax strategy roadmap?

  We automatically include our tax strategy FOCUS System with your custom tax strategy Roadmap. This means you will receive a monthly newsletter from us highlighting the tax savings steps that you should focus on that month. We accompany that newsletter with a monthly "open office hour" that you are invited to attend to ask questions related to the current monthly FOCUS Tax Strategies and other tax strategy questions and support.

  The open office hour is conducted in a webinar format, and we encourage participants to pre-submit their questions in advance to guarantee they will be addressed.

• What if I want one-to-one support in addition to the tax strategy Focus System?

  The custom tax strategy roadmap service does not include done-for-you or one-to-one support. 

  If you want additional support that is individualized and customized for implementation, we offer service packages for implementation support. 

• Does Make Taxes Fair provide tax preparation and other accounting services?

  The custom tax strategy roadmap offer does not include other service offerings such as:

  • Tax Preparation
  • Bookkeeping
  • Payroll
  • Financial Advisory, or
  • Legal Services

  However, we offer these services as a firm at www.MakeTaxesFair.com or in partnership with trusted service providers.

  If you need services like these and wish to go beyond the service offer of the custom tax strategy roadmap, we are happy to connect and evaluate your needs to see how we can serve you.