Tax Strategy Profile

Is It Time For A Change?

Selecting your tax strategist and preparer has a major effect on the amount of income you have to invest. It is a choice that will affect the amount you pay in taxes this year and for years to come. Your CPA/tax strategist must be the right fit for you, your goals, and your circumstances.

Likewise, we are very selective about who we accept for tax strategy and tax preparation clients. We put tremendous care and energy into each client relationship. It is important to us that our tax clients are the right fit for us as well as for you.

Please take a moment to complete this confidential questionnaire.

My tax strategy objectives include:
	A comprehensive tax plan for all of my businesses and investments
	Permanent tax savings
	Expanded knowledge of tax saving opportunities
	Fewer taxes so I can enhance my clash flow for business and investments
	Reduced likelihood of an IRS audit
	Increased accuracy of my tax returns

My current CPAs/tax preparers:
	Clearly focus on my tax and investment goals
	Develop creative, comprehensive tax strategies specific to my business and investment objectives
	Help me implement long-term tax savings opportunities
	Focus on permanent tax savings, not merely deferral opportunities
	Constantly update me on changes in tax laws
	Review my tax situation with me several times during the year
	Respond to my tax questions promptly
	Understand that taxes are an essential part of my wealth strategy
	Address my asset protection concerns as part of my tax strategy

I am willing to:
	Learn more about how I can permanently reduce my income taxes
	Work with my CPA to develop a comprehensive tax strategy
	Maintain the documentation required for a successful tax strategy
	Meet with my CPA/tax strategist regularly to make the most of my tax savings opportunities
	Implement reasonable changes in my business and investment behavior to maximize my tax savings

Call now for a free consultation with a ProVision wealth advisor: 866.467.5809
Or send us an email.