Tax Saving Strategy Planning

Service Description

SoCal Planners' Tax Saving Strategy Planning aims to reduce your taxes by ten of thousands of dollars or more. Our first meeting will be about introductions and gathering important information to determine if this service is right for you. If this services looks like a good fit, we'll then craft your customized strategy and schedule a second meeting to share the results and begin the process of implementing the tax saving recommendations. Our goal is to to provide a minimum savings of $10,000. Ideal for high income earners and small business owners/ self-employed.