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Tax Efficiency

Eliminate 20% or more of your taxes

You can save tens or hundreds of thousands in taxes even if you already have a CPA or financial advisor.

How is Tax Efficiency Planning different from Tax Preparation?

Tax Efficiency Planning

The process of evaluating a person’s life, business, investments, and regulatory requirements to legally reduce their taxes.

  • Investment with an ROI
  • Typically completed before year end
  • Legal reduction of taxes

Tax Preparation

The process of preparing tax returns for submission to the IRS.

  • Cost (CPA, tax filing fees)
  • Completed after year end
  • Legal compliance

What does Tax Efficiency Planning cover?

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Deductions Review

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Legal Entity Structure Optimization

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Legal Loopholes

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Tax Amendments

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TCJA Updates

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Secure Act Updates

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Niche Specific Strategies

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Current and Future Projections

Even if you didn't...

  • Increase income
  • Reduce expenses
  • Grow your business
  • Reduce your lifestyle

Tax efficiency planning still saves you thousands on its own.

The Process

Day 1

Initial Meeeting

Day 1

Initial Meeting

Schedule

Day 3

Questionnaire &
Documents

Day 5*

Strategy call,
Estimate, & Contract

Week 3-4

Plan Delivered

As Needed

Follow up call

Within 48hrs

Questionnaire, Documents, & Sync

Day 5*

Kick off call, Estimate, & Contract

Week 3-4

Plan Delivered

As Needed

Follow up call

*You will know your estimated tax savings prior to making any payment or commitment.

When working to raise your bottom line, don't forget to look below it.  Reducing taxes is a surefire way to increase available cash.

Robert Fehlen, Founder of Atmos Planning

Pricing

20% of Estimated Year 1 Savings

Capped at $6,500

Reduce your relationship with the IRS and start legally saving thousands.

Get started by scheduling a call.