Taxsmithing
What is Taxsmithing?
Tax strategy can be complicated. Come join us for our signature strategy session. We’ll work with you to understand your specific situation and give you the advice others won’t.
We guarantee to find you a way to save! You leave this meeting with a Blueprint of your financial life, a guide for tax savings, and homework!
Membership plans
Compliance Only
- Tax Returns
- Information Filings
- Access to Member Resources
Compliance + Quarterly Meetings
- Everything from Bronze Plan
- Quarterly Taxsmithing
- Hourly charges for Additional Consults
Compliance + Monthly Meetings
- Everything from Silver Plan
- Monthly Taxsmithing
- Reduced Hourly Charges for Additional Consults
Taxsmithing + Virtual CFO
- Everything from Gold Plan
- Monthly CFO Meetings
- No Hourly Charges for Additional Consults