Build Your Tax Action Plan

Length: 1 Hour

All great solutions and resolutions to our matters start with a tax action plan.

We invite you to take the first step toward resolving your tax issue and/or

optimizing your tax situation for maximum tax savings and benefits.

Take the First Step in Resolving Your Tax Matter

Request a Time To Build Your Tax Action Plan.

Tax matters are strategic in nature. If you do not have a plan going in, then you are wasting time, money, and effort.

Our tax action planning sessions go beyond the traditional legal consultation in that we strive to provide immediate value to our clients and to provide them with a plan for resolving their matters, whether or not it requires further representation.

They are a good opportunity to get to know our firm and what we can do for you and are designed to be completely risk free. They come with a 100% money back guarantee and, if we do not deliver value, you do not pay for the cost of the session: plain and simple. 

You will meet with Sam or our senior legal team for a 60-minute consultation. During the session, here is what you can expect.

  • Identify and understand your tax risks and opportunities.
  • Build a complete strategy to defend you or your business against California and the IRS.
  • Receive a step-by-step tax action plan to resolve your issue and to move forward.
  • No further obligation. We will be available to represent you or assist only if needed.
  • 100% money-back guarantee. You will receive value or the strategy session is free.

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