Planning Services

Our team of CPAs and financial experts offer planning for individuals, businesses, trusts, and estates. We cover many topics like tax efficiency, tax compliance, accounting, payroll, wealth management, audit defense, policy & procedures, etc. For more information, please visit that main services page, or contact us directly.

Planning is the delivery of value. The value may be immediate or delayed. It may be measurable in dollars, measurable in time, or measurable in peace of mind. We can measure the expected tax savings that may occur now and into the future. But we can’t always measure the benefit of recommending proper audit defense techniques or proper accounting procedures. Some elements of our planning provide peace of mind or reduce client time on projects, and that value isn’t easily measured in dollars. But every aspect of our planning adds value.

All clients are welcome to annually and semi-annually scheduled planning meetings. And follow-up meetings will be scheduled as needed to conclude any discussions.

Triannual and quarterly scheduled meetings are reserved for investment clients. 

However, all clients are welcome to call us regarding immediate financial matters, since we are their tax advisor. Taxation happens, and tax events need to be addressed. For example, if a client plans to sell a rental property and has questions or needs a tax projection, we welcome a call even if they are not part of our planning program. The topics are limited to the event and may not be a part of a greater wealth plan.

Scheduled meetings will cover one major topic. One meeting will not disclose every tax stategy or wealth technique we have.

Non-investment clients are welcome to topical discussions regarding all 8 Planning Realms listed below.
These topics are usually limited to the tax elements of each realm.

In-depth discussions of the 8 Planning Realms are reserved for investment clients. 

Each meeting typically has a set agenda that includes: