Tax Planning Process


Start with a brief interview with a Certified Tax Planner . We want to hear about where you are now, and where you want to be. We’ll ask several easy questions about your current situation and from that determine the best Proactive Tax Strategy program for you.


You complete a brief Tax Questionnaire. You’ll outline your financial, business, and investment goals and about where your money currently goes. We’ll need copies of your past tax return and a little information on each business entity (S Corporation, LLC, Limited Partnership, etc) that you currently have set up. It’s all in the Tax Questionnaire and we’re here to help you if you have more questions. The more information you give us, the better job we can do.


We analyze your information and develop a comprehensive Proactive Tax Strategy. This stage typically takes two weeks so there’s plenty of time to research the best possible options for you.


Together, we schedule a phone call to review the details of your plan and to get your feedback. Typically, this call lasts about an hour


We conduct a follow-up phone call in about one or two weeks after the initial phone call or meeting to cover the details of the first call again or to go through new questions you’ve uncovered.


Give us a call today to schedule a free consultation at 718-829-0134 or email at

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Find out how we can serve you! Call (914) 220-5497 or request a free consultation.

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