THE TAX BLUEPRINT

When was the last time your tax advisor said, “I have an idea that will save you money?

Do you have a written plan with specific tax-saving strategies for you to implement over the next 3- to 5-years based upon your business goals and changing tax laws?  

WHAT YOU WILL GET:

 *A unique proactive tax planning “architecture” customized to your personal situation. No two Blueprints are alike. 

*We know small and medium-sized business – we call it the dynamic middle market. Our tax strategies are specifically targeted for small to medium-size business owners.

*We recommend tax savings that are not found through traditional accountants.

*We guarantee at least five (5) times in tax savings over our fees. Usually it is a HIGHER multiple. In other words, if the strategy is implemented properly, it is impossible to lose money. 

*Tax savings are generated from looking at your prior year tax returns and a projection of your current and next 5 years taxable income. Since most businesses are growing, it is important to be proactive and look into the future for tax savings.  

*All our tax strategies follow the letter of the tax law. NO TAX EVASION GIMMICKS. We will show you how to pay the lowest, moral, ethical taxes, PERIOD. 

*Our evaluation will also uncover past return tax errors and explain how to fix them moving forward.

*Most of our tax savings have a long- term benefit, accumulating significant savings year after year. 

*We are FAST. Your Strategic Tax Blueprint is delivered to you within 2 weeks of returning the Starter Kit and any additional information. 

*You can choose to implement and manage our taxes strategies on your own, use another advisor, or have us do it. Our fees are very competitive. If you choose the do-it-yourself option or use another advisor, we include a 2 hour “advisory window” for 30-days following the delivery to help insure that you gain all the benefits of your Strategic Blue Print.  

HOW WE CHARGE:

We charge an initial feasibility fee based upon your estimated taxable income for the current year (or last year if you do not know your current taxable income), as follows:


     Type of Plan                          Taxable Income Range                         Initial Feasibility Fee   

         Basic                                    $150,000 - $500,000                                    $2,495     

   Intermediate                            $500,000 - $1,000,000                                   $4,995      

     Advanced                                   Over $1,000,000                                         $9,995    

OUR GUARANTEE:

Like we mentioned above, we promise to save you FIVE (5) TIMES the amount of the initial feasibility fee in income tax savings, or we will refund 100% of the fee back to you. So, there is nothing for you to lose!     

Let us help you plan your Strategic Tax Blueprint!

Gough Financial can help! We specialize in products with plans based on Tax efficiency.