Three Stage Tax Consultation Process | USTaxAid

A strategy alone doesn’t help much. You need proper implementation. And then you need to report it correctly to the IRS and state.

Tax prep alone just reports what happened. There’s no strategy.

Every step is important in the three-stage tax process.

Strategy Implementation Compliance

Step One: Strategy

More cash flow! Build wealth faster! Legally, ethically, and morally pay less taxes!

Get to your goals faster.

Strategies must be both cost and time effective.

Sure, I can save just about anyone $10K or more in taxes each year (assuming you pay at least that much now). But if it costs you almost that much to get there and you must spend hours of your valuable time maintaining the plan, it is just not worth it.

Your time is valuable and so is your money.

Tax strategies need a good ROI (return on investment), just like any other smart investment.

We start off with a questionnaire and ask for copies of your past returns and current financial statements. Give me as much of that or as little as you want. The more info I have, the better the result.

At a minimum I do need to know what you want to achieve and what immediate questions you have.

Together we come up with a workable plan.

You can stop there, but I hope you don’t. The next step is implementation of the plan.

The cost for a consultation and review is $1,500.

A portion can be applied toward monthly service costs when you become an ongoing client.


NOTE: If you have had a consultation with Diane in the last 6 months, you do not need to start with this step unless your circumstances have changed enough to make it warranted.


Step Two: Implementation

A plan is just a dream until it is put in place.

What do you need? New business structures? Better record keeping? New financial relationships?

We will send the list of the specific tasks we have identified to implement your strategic plans to your advisors. Or, we can give you referrals to people we have worked with in the past.

We are not a law firm or financial advisory firm, but we do work with those experts. We will coordinate by giving a list of steps to your experts.

Our fee for our portion of this step is covered with your strategy appointment fee.

Step Three: Compliance & Ongoing Consulting

The final step is tax compliance. Your tax returns much match your strategy. That is why we want to take over the compliance and include ongoing consulting.

We will have quarterly Zoom or audio meetings and be available for on-call email routine advice. Plus, we provide initial IRS and state tax audit support. Oh, and of course, we prepare your tax returns. Wednesday Coaching is also included. The more you know, the more you save.
Plus, we will handle the first response to any IRS or state tax notices you receive and advise you how to proceed.

Investor Small Business OwnerSmall BusinessComplex Businesses

Please note that your own personalized plan may be different.

Read the Fine Print!

Usually fine print is something tiny that scrolls by fast on a screen. We want you to read our “fine print,” so we’re all on the same page.

The individual and business returns covered schedules and forms include the most used forms for business owners and investors with a limit on how many transactions are included. Additional transactions, bookkeeping, amendments, and other extra items will be separately billed to you. You will be quoted any additional amounts prior to the work being completed. A current schedule for extra fees is available upon request to Richard@USTaxAid.com

Adjustments to the monthly price include multiple owners, multi-state operations and multi-tiered entities.

One-third of your $1500 ($500) consultation fee is available to offset the 3rd and/or 4th month of monthly fees. The exact number of months that can be offset and the amount will depend on your specific program.

Our goal is to respond to all email inquiries within 48 business hours. We also have a standard in our ongoing agreement as to how we work together with mutual respect. Please send a request to Richard@USTaxAid.com if you would like to see a typical engagement letter before you become a client.

For a limited time, you can have a choice of working with one of our affiliated CPAs or personally with Diane Kennedy.

TL;DR: There is none. Go back and read it all. The fine print is important.

If you’re not sure where to start, please drop a note to Richard@USTaxAid.com.

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