Tax planning is included for our members. Book an appointment any time you are about to do something consequential: make a big purchase, sell stock, sell a home or a rental, make a business decision, or start a company. We go through your situation and give you the best route to paying as little as the law allows.
The important word is before. Most transactions cause damage that cannot be undone once they happen. We have had to tell too many people that we could have helped, if only they had reached out first.
A real example. A client sold a personal property after 22 months of ownership. That timing cost about $45,000 in capital gains tax.
Two more mortgage payments of roughly $1,500 each — $3,000 — would have carried them past the two-year mark and saved around $42,000. One phone call in advance would have made the difference.
Timing, entity structure, how you pay yourself, what the state will do on top of the federal result, and how this year's choice affects next year's bracket. For business owners, planning usually runs alongside clean books and correct payroll, because a plan built on numbers nobody has reconciled is guesswork.
Tell us what your return looks like and we will tell you which membership covers it — no obligation.
Book a free consult (623) 257-3048No. Planning appointments are included with every membership. That is deliberate — a fee per call is exactly the thing that stops people from calling.
Before you sign anything. A week is fine, a month is better, and the day after closing is usually too late.
Sometimes. There are still choices about how a completed transaction is reported, and occasionally an amendment is available. But the big savings sit on the other side of the signature.
A 30-minute consultation is free, and you'll leave it knowing what you'd pay and what we'd change.
Arizona: (623) 257-3048 · Alabama: (251) 202-9789
