Client Tax packages

Custom Service Bundles Just For You - A Busy Executive

Tax-Strategies

Proactively

Tasks

Implement

ROI-Reporting

Savings

Everyone wants to save on Taxes


Streamline approach to finance

Tax planning and management can be streamlined and straightforward. We can develop a more personalized approach to your finances.  



Fruitful Savings
Let us show you how our fruitful tax strategies can help you live a fruitful life now, and leave a lasting legacy.



Concierge Accounting and tax planning
Our goal as a tax advisory firm is to establish and sustain trust with each of our client relationships. Our unmatched customer service makes us an industry-leading financial advisory team you can count on for your personal and professional financial goals. 


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Packages

Valuable all-inclusive monthly packages provide an immediate return on investment. Our goal is not to be the cheapest.
Our goal is to be the best! 
You can select the option below for a complimentary initial strategy call with Jackie.

 

 

 

COMPETITIVE ADVANTAGES

 

  • Timely, Forward-Thinking Advice. We only work with clients where we can find a 200-300%+ ROI
  • We Only Work With Executives Like You - Whether Running A Public Corp Or Local Startup (We Offer Accounting Too)
  • All-Inclusive, Personalized Pricing - Quoted Up Front
  • Flexible Online Or In-Person Sessions With Our Team, Estate Attorneys, and Financial Planners
  • Many Satisfied Clients
  • Jackie Is A Certified Tax Coach With A Measurable Return On your Investment.  

Jackie is also the Founder of TaxPlanIQ™  A SAAS for tax planners to quote, implement, and track assigned tasks with clients/staff, all while showing your ROI.

How it works


1

STEP 1

Submit your information, and we will see if we are a good fit

2

STEP 2

We will reach out to schedule a consultation

3

STEP 3

Implement tax strategies to start saving you taxes

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