Tax Advisory Report
Stage 4
Customized Tax Planning for Business Owners Who Think Ahead. A roadmap to tax-saving opportunities, retirement contributions, charitable giving, QBI optimization, and more.
The Tax Advisory Report Is Not Homework — It’s Your Cheat Sheet.
Our Process
The 7-Stage Tax Reduction System™ continues with your Tax Advisory Report, a customized roadmap built directly from your completed tax return. Using real data from your tax return, we identify specific, actionable strategies — from retirement contributions and income timing to charitable giving and QBI optimization.
Strategize
We begin by reviewing the tax return we’ve already prepared for you — using it as a detailed snapshot of your financial position. This stage isn’t about rechecking or revising; it’s about understanding how your income, deductions, and credits came together so we can strategically plan your next moves.
Evaluation
Using your finalized tax data, we evaluate areas where forward planning can make a measurable difference next year. This includes optimizing retirement contributions, adjusting income timing, structuring charitable giving, and maximizing QBI benefits — all designed to reduce future taxes while building long-term wealth.
Roadmap
Next, we compile your personalized Tax Advisory Report, turning your tax results into an easy-to-follow roadmap. Each recommendation is based on your unique goals and financial structure, showing how strategic adjustments today can lead to stronger results tomorrow.
Deliver
Once your report is complete, you’ll receive a clear, actionable guide that you can reference throughout the year. Each strategy is written for easy implementation, allowing you to take confident action at your own pace — without the need for additional meetings or ongoing consultations.