Comprehensive Business and Wealth Consultation
What you receive
- Trifecta diagram (business, assets, estate, tax) with recommendations and actions items.
- Consult with a Certified Tax Professional for up to two hours on tax strategy and application.
- Review of your prior year tax return and recommendations on specific tax and business strategies.
$1495
The Comprehensive Business and Wealth Consultation consists of two, one hour long meetings that begin with a deep dive in to your current personal and business tax situation. It will allow us to discover your pain points as well as the areas of interest and goals that you are wanting to explore. In our second meeting we will be going over some of the strategies that were identified that will help you towards you goals. In this meeting I will share with you your finished Trifecta as well as some actionable strategies and how to go about accomplishing them. At the end of the session you will be sent your own copy of both your Trifecta and the strategies discussed in writing.
What is a Trifecta is probably what you are thinking? A Trifecta is a strategic diagram organizing the three major areas of an entrepreneur's tax and legal world. Taught as the core of certification as a Main Street Certified Tax Advisor (MSCTA) Certification. It shows you the structure of your tax and legal world in a simple to understand diagram.