Our Bearden Stroup Personal Tax Plans are constructed based on a life-long tax projection for your family that considers both current and future taxes. We look at major life events in your future such as retirement, drawing Social Security, and the passing of a spouse to proactively plan for significant savings. Once we find some ideas that we expect will generate substantial tax savings, we will share that with you and explain the pricing and what you will get as part of the plan that we are custom building for you.
Every plan includes a meeting to present and explain each strategy that we are recommending and help you understand what actions you would need to take to set the plan in motion. All this includes a visual presentation with notes to help you remember and reference everything we discuss.
We will answer your questions and listen to your thoughts as you consider your decision points.
After you’ve had time to go home and digest the new information, we encourage you to discuss the plan with your spouse and other trusted advisors. The next step is to have a second meeting to answer any follow-up questions and provide clarification as needed. In this meeting we will lay out next steps for the strategies that you are ready to implement.
Taking the time to work through the planning process across multiple meetings helps ensure that we do things right the first time, and that we don’t skip any critical steps. Our personal tax plans give you access to strategy and advice from one of our experienced CPA’s who will apply our proprietary system for discovering tax savings.