Frequently Asked Questions

In addition to the required annual continuing education that most EAs receive, TAX PLAN NOW offices focus on intensive proactive tax strategy training. They efficiently provide the highest results for their clients while providing good education and communication.

We produce the best results for our clients when we first understand where our clients are and where they want to be. We do that by having all new prospective clients fill out this questionnaire. It's a simplified guide that helps us to understand your situation completely. Each part of the questionnaire is critical as it can generate ideas for additional savings.

• If done correctly, you will have realized gains from tax planning. It is an investment, but the tax savings will far out way any fees.
• We will organize your data, analyze your current financial situation considering your personal goals, and develop your personalized tax strategy.
• We then communicate the results of our findings, explain your strategy details, and discuss the financial benefits your plan can provide in a 90-minute strategy session. Your strategy session can be completed over the phone or by video conference. During this time, we will answer your questions related to your tax plan and its implementation. We will show you during this session how your custom-designed plan can deliver the specific results you are seeking.
• In addition, we then send out a detailed tax plan report along with action steps that need to be performed to implement the strategy along with a visual diagram of your new tax plan.

Your initial 90-minute strategy session will be scheduled. We handle this meeting through video conference or phone call, whichever you prefer. During the meeting, we will review your current strategy, review any suggested changes, and come up with a list of action items. You will be astounded at what you can accomplish during this first meeting!

After your strategy session, we will send you:

• Summary of your overall plan
• List of Action Steps required to give you the most tax savings benefits
• Diagram of your new tax plan
• Detailed plan report complete with IRS references
• Proposal for the next phase of our program - Implementation and Maintenance

At the end of your Proactive Tax Strategy session, we will set up your follow session for your strategy. This meeting can be used by you to reinforce any of the ideas covered in the first session, to talk through any additional questions that have come up during the implementation of your plan, or to cover new ideas you may have.

After we have completed the entire tax strategy process, you have the opportunity to move into one of our maintenance plans to ensure you never overpay a dime of tax again.

Maintenance plans are customized depending on the needs of each client. These are some of the services offered:

• Monthly, quarterly, or annual analysis of your bookkeeper's financial statement to ensure that they are correct and following the strategy that has been developed for you.
• Advice on and revision of your current tax strategy when needed due to changes in your circumstances or changes in tax laws.
• Preparation of your business and personal tax returns.
• Audit Protection.
• Tax Consulting to educate and empower you in your own tax strategy and financial plan.
• Specified meeting times for discussion and reviews.
• E-Mail question and answer sessions.

Tax Plan Now offers complete implementation of your strategy. Please let us know what you might need. We will assist you in forming your financial team of advisors.