Evaluating Income Streams - We start with a full evaluation of your current income streams, including investments, so that we have a solid picture of how much money you have coming in each year and where it's coming from.
Withholding - Next, we evaluate how much money will be withheld for taxes throughout the calendar year. We both evaluate it based on your income and on any other factors, like your household, number of dependents, and other key information.
Write-Offs - We take a look at your current write-offs and see what options you might not be taking advantage of. In many cases, we can identify further write-offs that may not have made it into your current financial strategy.
