• Home
  • The Edge
  • Problems
  • About
  • FAQs
    • PLANNING FAQs
    • PROBLEM FAQs
  • Contact
    • SET UP A DISCOVERY MEETING
    • I HAVE A TAX PROBLEM
  • Blog

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

Enter your e-mail address and we’ll set up your appointment

Thank you!

Error

Bad respond
By submitting your information, you are granting us permission to email you. You may unsubscribe at any time.

We use cookies to enable essential functionality on our website, and analyze website traffic. By clicking Accept you consent to our use of cookies. Read about how we use cookies.

Your Cookie Settings

We use cookies to enable essential functionality on our website, and analyze website traffic. Read about how we use cookies.

Cookie Categories
Essential

These cookies are strictly necessary to provide you with services available through our websites. You cannot refuse these cookies without impacting how our websites function. You can block or delete them by changing your browser settings, as described under the heading "Managing cookies" in the Privacy and Cookies Policy.

Analytics

These cookies collect information that is used in aggregate form to help us understand how our websites are being used or how effective our marketing campaigns are.