the Edge Ask yourself This: "What would it be worth to have my dream business while paying less in taxes, creating tax-free wealth and spending more time with family and friends?"
TAX PLANNING
This is the core of the edge. Looking at the preparation side of the coin to get you the best outcome and the problem side of the coin to keep that from happening again, at the same time. We help you greatly reduce or eliminate your tax burden while avoiding any problems down the road.
ESTATE and trust PLANNING
Planning your last act to make sure they're all taken care of can be a complex and daunting chore. With the help of our Attorney partners, let us help you make sure the people you love get to keep what you're giving them.
FINANCIAL PLANNING
Together, we work with your financial advisor or one of ours. As a team, we can get you not only more income but the ability to keep most, if not all of it.
Retirement TAX Planning
No matter your income now, you still have time to plan for the day you can stop working and still have a livable income. Your tax rate may not go down. But that just means you won't have to sacrifice your lifestyle after you retire.
Our three step Ax-s-tax PLANNING Process
FREE DISCOVERY MEETing
- Enjoy a 15 to 20 minute call so we can get to know each other a little better.
- Discover the difference we bring to the table.
comprehensive Consult
- Ask us any questions you want.
- Give us your last Tax Returns (busineses you own and personal)
- We look at the possible ways to save you money that work best for YOU.
- We weigh the benefits of which will help you reach your goals
- The charge for this meeting varies as to your needs and is paid in advance.
Our Onboarding Meeting
- Should you choose to ask for help on a continued basis, we'll talk about which services fit your needs
- We'll discuss your best options
- You choose how and how much we help you achieve your business and financial goals.
- We'll talk about your investment