the Edge

TAX PLANNING

This is the core of the edge. Looking at the preparation side of the coin and the problem side of the coin at the same time. We help you greatly reduce or eliminate your tax burden while avoiding the problems down the road.

TAX ESTATE PLANNING

Planning your last act to make sure they're all taken care of can be a complex and daunting task. Let us help you plan to 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.

Our three step Ax-s-tax PLANNING Process

FREE DISCOVERY MEETing
  • Share Your Vision for the Future
  • Complete your questionnaire
  • We discuss how to help you achieve the life you want.
analysis
  • Give us your last Tax Returns (busineses you own and personal)
  • Your information gets anaylized
  • We look at many of the 1500 possible ways to save you money
  • We weigh the benefits of which will help you reach your goals
The Proposal
  • We'll show you an estimate of how much our plan might save you.
  • You see your best options
  • You choose your plan
  • You see your investment

it all starts right here

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