Tax Planning Package

2021 Tax Planning

What's included: 
• Documented Tax Plan Proposal
• Strategic Call with Tax Professional 
• Review 3 prior year tax returns
• Strategic Assessment of Accounting Services 
• Access to J.D. Frost University ​
• Utilize AI Technology to Maximize Deductions
Tax Planning Package: $3500      

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
Talk to a Business Development Representative and Learn More

Thank you! We look forward to working with you!