Want to pay less tax? Then let’s start planning!
We’re focused on helping families near retirement or in retirement pay less tax. If that’s you then let’s partner up for a tax plan.
Retirement tax planning is all about tax bracket management leveraged through our homegrown Tax Bracket Manager.
Want to do your planning for free? Check out our YouTube Channel to learn how to use the Tax Bracket Manager yourself.
Would you prefer to partner with us?
Our retirement tax planning services are charged as follows:
- Year 1 – $2,150 for all clients
- Year 2 & beyond – $900 (if needed)
Each retirement tax plan includes a video recording of your tax bracket analysis and a written action steps summary.
Like our retirement tax preparation services, you can email us yearly. We’re your partner and won’t bill you for our response. If you have a question… ask it. If the service requires substantial work, we will talk to you before engaging in billable activities.
Interested in partnering together? Click here to complete our Calculated Tax Partnership questionnaire.
Once complete and reviewed, you will receive an email to schedule a 20-minute phone call. We will get to know each other on this call and establish a framework for beginning our partnership.