Usually not.
Most tax professionals are hired to prepare and file tax returns.
Tax planning is a separate service focused on proactively reducing future tax liability.
We only recommend strategies that can be properly documented and supported.
If a deduction or strategy cannot withstand scrutiny, we don't recommend it.
Every situation is different.
The amount depends on your income, business structure, industry, and willingness to implement recommendations.
Many people stay with the same tax professional for years.
The better question is: Are you receiving proactive planning or simply annual tax preparation?
If you're only hearing from your tax professional once a year, there may be opportunities you're missing.
Yes. We serve clients nationwide through a fully virtual process.
