WHAT IS THE STRATEGIC ASSESSMENT MEETING?
The Strategic Assessment Meeting starts with a Lodestar team member sitting down with you for a free tax analysis. They review your returns and other financial information and look for missed opportunities that may be costing you thousands of dollars in taxes that you don’t have to pay. They’ll take time to learn about your business, your entrepreneurial desires for the future, and (at your request) will also review your cash flow process. The collection of that information’s will be an essential part of the Tax Strategy Services that our firm will design for you.
LOADSTAR TAX BLUEPRINT IN A NUTSHELL
The Tax Blueprint provides a clear, proactive, strategic tax reduction plan that is customized specifically to you and your business. There’s a reason that we call it a “blueprint.” Just like how a blueprint functions as the plan for building a house, the Tax Blueprint serves as the plan for building a comprehensive tax strategy which in turn forms a long-term proactive strategy for your business. The basic business fundamental epitomized here is maximizing money coming in, and minimizing money going out to the IRS through Taxes. That’s what the Tax Blueprint does: increase profit by giving you a plan to not spend it unnecessarily.
SCHEDULE A FREE ASSESSMENT TALK
Lodestar team members can’t tell you right away how much you can save until they sit down with you for an analysis. You need to know that most business owners are wasting thousands of dollars a year in taxes they simply don’t have to pay. Bottom line: you owe it to yourself to make sure you’re making the most of every business opportunity to save money that you can use for reinvestment.Requesting a free assessment talk will help you determine howa Lodestar proactive tax-planning program can save you tax dollars.
Find out how you can bring on a financial planner who will truly assist you in employing the best investment strategies for your small business and for you personally.
Speak with a Lodestar team member NOW!