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Need help with tax savings?

Book a Mini Tax Planning Session

Are you getting started with a new business or real estate investing?

Making the switch to nomad life?

Retiring?

Undecided on domicile?

Time to review your personal situation with a professional tax strategist. You can get guidance on

  • entity selection (to be an LLC or not, S Corp),
  • business expenses or deductions available,
  • estimated tax payments,
  • what state is best for you for taxes and domicile
  • foreign taxes and credits,
  • and more.

What's included in the mini-tax strategy:

Entity review for tax savings

Take the Stress Out of Tax Day Heather Ryan Tax Queen

Tax estimate for current year

next steps for tax strategy

Next steps for you to take

Get your 2023 Financial Planning Workbook Sent Directly To Your Inbox

Have My Tax Write-Off Checklist Sent Directly To Your Inbox