When “Year-Round Planning” is a Good Fit
Proactive planning and the best possible results.
If you can check *any* boxes on this list, the Year-Round Planning option may be a good fit for you.
2. Year-Round Planning + Reporting
- You are currently self-employed.
- You want to start or partner in a business soon.
- You own (or are a partner in) multiple real estate holdings.
- You have more than $100k in retirement and/or investment accounts.
- You have multiple streams of income or income earned outside the US.
- You value expert advice to pay the least tax possible.
- You want a partner to help to reach your goals faster