Tax Planning Package

2020 Tax Planning

What's included: 
• Documented Tax Plan
• 2 Consulting Calls/30 minutes each
• Review 3 years prior tax return
• Strategic Assessment of Accounting Services 
• Video Course
Tax Planning Package: $2500      

Did you know...

The typical Taxpayer who plans saves 20-30% on their taxes every year

Do you want to see how Tax Planning works? 

We put together a webinar where Jonathan walks through a Tax Plan step by step. We will even give you the template that we use to put together your own tax plan.  And it's completely free!
Click here to access the Free Webinar and Template
2020 Tax Planning Package: $2,500
Are you working with a sales representative?
Are you a current client?

Upon submitting this form you will be directed to at payment page. After payment you will be contacted within 1-2 Business Days by an onboarding specialist to start enrolling you in our Tax Planning Service.


Phone:          423-486-9300

Address:      1413 Chestnut Street, Suite 401

                     Chattanooga, TN 37402

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