TAX PLANNING

We’ll bring the 4D chess moves
to Uncle Sam’s checkers

Tax Preparation is the process of filling out and submitting your tax returns. It’s a necessary task, but it doesn’t offer much in the way of savings or benefits. Retail tax prep services are geared to pushing as many sausages (that’s you) through the machine as possible during the short “tax season” bonanza.

” I love playing checkers! “

(Average Tax Prep Service)

Strategic Tax Planning on the other hand, is a proactive, holistic approach to managing your finances and taxes. We’ll work with you to craft a comprehensive and personalized plan that you can implement throughout the year. We’ll identify specific strategies for your unique circumstances to legally reduce your tax liability and maximize your tax savings. It is an investment that continues to benefit you for years to come.

Book a Free Tax Planning exploration call

You deserve better than “Get ’er done”.

We Go Beyond

We understand that your finances are unique, and so is your tax strategy.

You’ll have an expert tax professional maintain ongoing communication with you throughout the year, analyzing all critical aspects of your financial situation to devise a personalized solution that is tailored to your specific needs and goals.

Take Back Control

Knowledge is power, and our strategic tax planning empowers you to take back control from a system that went from 27 pages a hundred years ago, to nearly 10,000 sections today!

Now you’ll be able to steer your wealth in the right direction, making informed decisions that optimize your financial growth, without inadvertently giving it away through avoidable mistakes.

Peace Of Mind

All our strategies are legal and compliant, and we’ll give you the exact tax code sources to back them up.

We don’t need to use ‘loopholes’, to game the system – we just make sure the system isn’t gaming you!

By staying up-to-date with the ever-changing tax code, we can leverage all the latest strategies without compromising compliance.

Tap into our expert tax playbook refined over years
to keep more money in your pocket.

We’ll take you through our 7 -Step process:

Step 1. Get Organized

We start by helping you get organized and set up a system that will keep your tax planning on track throughout the year.

Step 2. Review Your History

We delve into your past tax returns to identify areas where you may have missed out on deductions or credits. By analyzing historical data, we uncover opportunities that can lead to significant savings.

Step 3. Assess Your Present

Understanding your current financial situation is crucial for developing a solid baseline from which to work. We take the time to assess your business and personal income, expenses, assets, and liabilities to ensure we have a clear picture and aren’t missing any opportunities to save you money.

Step 4. Understand Your Vision

We believe that tax planning should be aligned with your financial vision and goals. By understanding your future plans and aspirations, we can tailor strategies that take them into account.

Step 5. Create Your Plan

Based on our analysis, we lay out the most effective tax strategies that are specifically leveraged for your unique financial goals. This customized approach ensures maximum savings and efficiency.

Step 6. Ongoing Communication

Tax planning isn’t a one-time event. We maintain ongoing communication throughout the year, keeping you informed of any changes in tax laws or regulations that may impact your finances. Your tax savings are our top priority, and we’re here to support you every step of the way.

Step 7. Partner with the Pros

At Trajectory Financial, you’re not just another “file”. Our professionals are dedicated to providing you with personalized service and value-adding insight.

Why Wait? Stop Planning to Plan… Claim back what’s yours!

Ready to take control of your tax liabilities and optimize your savings? Let Trajectory Financial be your trusted advisor and guide you through the world of strategic tax planning. Contact us today to schedule your FREE initial consultation and discover how our expertise can help you achieve financial success.