For years, the leaders of Adaptive Tax Planning have helped their higher income clientele minimize their tax burdens. You will work closely with our team, who will construct a tax plan with based on your exposure and needs. This is done with professionalism, accountability, and integrity.
Adaptive Tax Planning Can Help You:
- Flat fee for tax strategy advice for individuals and small business owners
- Tax planning strategies to reduce federal income taxes
- Reasonable compensation analysis
- Review operating agreement for tax friendly language
- Supporting documentation for planning strategies
- Tax efficient exit planning
- Coordination with other professionals (i.e. your accountants and advisors)
- Retainer for a year to address any follow up questions.
