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The Foundational Plan: Proven Tax Strategies for Long-Term Savings

Unlock significant tax savings and financial security with our Foundational Plan. This plan provides a collection of evergreen tax and non-tax strategies designed to adapt as tax laws change, empowering you to create your own personalized tax plan.

What Makes the Foundational Plan Unique?

Unlike other plans, the Foundational Plan delivers strategies that are timeless and proven to save you thousands—even hundreds of thousands—over time. These strategies, individually or collectively, are designed to yield substantial returns, with just one strategy saving you at least three times the cost of the plan within the first year or two of use.

We don’t just provide a list of generic tips. We dive deep into each strategy, ensuring you fully understand its intricacies and can withstand the scrutiny of a tax audit. Sleep soundly knowing you’re saving money while staying fully compliant with tax laws.

What’s Included in the Foundational Plan?

The Foundational Plan equips you with practical strategies across a variety of areas, including:

• Probate Avoidance (1 strategy)
• Retirement Tax Savings (8 strategies)
• College Savings Plans (3 strategies)
• Real Estate Investment Tax Strategies (7 strategies)
• Tax Entity Selection Optimization (S Corp, C Corp, LLC, Partnership)
• S Corporation Strategies & Compliance
• Legally Deducting Personal Expenses
• Maximizing Medical Expense Deductions
• Annual Tax Return Preparation

While the plan does not include monthly bookkeeping or similar accounting services, it provides you with the tools and knowledge needed to save thousands of dollars annually.

Why Choose the Foundational Plan?

This plan combines the expertise and practicality of strategies you may have seen on social media, but with the added depth and professional insight to help you implement them effectively. Our clients typically save between $10,000 and several hundred thousand dollars by applying these strategies over time.

Pricing

• Plan Fee: $5,000
• Annual Recurring Fee: Based on the complexity of your tax return(s).

Start saving today with the Foundational Plan—your gateway to smarter tax planning, financial growth, and peace of mind. 

Contact us now to learn more and take control of your tax strategy!