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The True Value Of Tax Planning

If  You Aren’t Tax Planning, You're Missing Out On Major Deductions

Every $ You Spend at Tactical Tax is a Write-Off!

Focus on scaling your business, let us handle the rest.

START FRESH 

$1,500/Yr

  • All Year Tax Advice

  • Dedicated Tax Expert

  • Business Entity Optimization

  • Personal & Business Tax Preparation 

  • Deduction Review (Previous Tax Return)

PROFESSIONAL

$5,000/Yr

  • All Year Tax Advice

  • Dedicated Tax Expert

  • Business Entity Optimization

  • Personal & Business Tax Preparation 

  • Deduction Review (Previous Tax Return)

  • Tax Strategies & Implementation 

  • Tax Plan for Current Year & Beyond

  • Asset Protection via Life Insurance

EXPERIENCED

$12,000/Yr

  • All Year Tax Advice

  • Dedicated Tax Expert

  • Business Entity Optimization

  • Personal & Business Tax Preparation 

  • Deduction Review

  • Tax Strategies & Implementation 

  • Tax Plan for Current Year & Beyond

  • Asset Protection via Life Insurance

  • Quarterly Tax Plan & Checkins

  • Monthly Bookkeeping 

  • Quarterly KPI Reports

START FRESH

The perfect plan for individuals & entrepreneurs that are just getting started. We'll advise you with properly structuring your business entity. We make sure you are starting on the right path to success with full access to an advisor all year, bookkeeping tips for organization & we file your taxes at no extra fee.

PROFESSIONAL

The perfect plan for individuals & small businesses who are ready  to organize & optimize their finances. You’re generating positive income but  your tax liability is starting to grow as well- We design a full tax plan for you, covering specific strategies that are directly catered to your lifestyle. These same strategies will reduce your tax liability up to $100,000/yr.  

EXPERIENCED

This plan is perfect for the entrepreneur looking for advanced strategies that will scale, structure & optimize one's time! We implement quarterly tax plans & we handle that big headache business owners dislike most... Bookkeeping. By allowing us to format tax strategies & planning, monthly bookkeeping & KPI reports etc., you'll gain the TIME you once used to keep up with the financials-to maximize your business.

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