What’s included in your
Tax Strategy Plan VIP Day?
- In order to customize a tax strategy for you, I need to know your goals
- Tell me about your 12 month business goals
- You share with me your 3 year life vision (personal & business included)
- You may feel judged during this phase, but I promise you it’s worth it
- Analyze data from your past (up to) 3 years of tax returns
- Review and break down the numbers of the last (up to) 3 years financial statements
- Assess your current financial situation based on the historical data
- Now that I know your goals and your past, it’s time to plot your journey
- Here I illustrate your tax transformation over the course of a 12 month period; from how things are now, to how things can be a year from now with just a few tweaks
- You’ll discover that you actually have more control over your tax situation than you once believed. Time to get to werk!
- We can’t create a tax strategy plan without phases 1, 2 and 3. Now that we’ve done the work, let’s make it werk.
- We’ll create a calendar of important tax dates so you never miss a tax payment or filing deadline. Your Accountant no longer have to track you down at the final hour
- Receive your customized tax strategy plan that clearly lays out what you need to do, recommended action timeline, and how much taxes you will save by implementing each strategy. Mic drop.
- And no you don’t have to do it all yourself. Choose to work with your Accountant to manage and execute the implementation process. Or use the vetted List-o-Professionals that you’ll receive. You may choose to work with any one on the list to help you implement various parts of your tax strategy plan.
Wait, that was alot!
Can you sum it up and tell me exactly what I get please
“I’ve been able to save $15,000 for retirement each year.”
I hired Chika last Fall for a Tax Strategy Plan VIP Day and I’ve already seen the payoff. I’ve been able to save $15,000 for retirement each year. To think…ME…putting money away from MY future??!! The tax strategy plan Chika put together is truly a rinse and repeat system that I can put into play annually and save 5 figures in taxes year after year. Mind blown. I didn’t even know I had all that money to put away for my future. Now I’m dreaming of the luxurious life I will get to live in the next 25 years when I am happily retired.
Still have questions?
I’ve got answers!
How long is the VIP Day?
How early can I book my VIP Day date?
I have a Tax Preparer (or Accountant). Can I pay for a VIP Day but they show up in my place?
What do we cover during the VIP Day?
Do you offer other services besides VIP Day?
If a VIP Day is not a right fit for you right now and you are in need of tax preparation or accounting help, go ahead and send me a DM on Instagram or email me. I’ll be happy to provide referrals that fit your needs.
Are there payment plans available?
The final balance is due 5 business days before your session
**Incentives available for pay-in-full option