Tax Planning Model
At Solovas, PC, we understand that solopreneurs face unique financial challenges and opportunities. Our Tax Planning Model provides a comprehensive approach to tax strategy, delivering a full-circle view of your business and personal finances. This innovative blueprint is designed specifically for solopreneurs who want tax strategies that minimize tax liabilities and maximize financial growth.
Our Process
Step 1
Assessment
Assessment
We begin by gaining a thorough understanding of your business, retirement, investment, and family goals, ensuring that our strategies align with your unique aspirations.
Step 2
Preliminary Plan
Preliminary Plan
In our initial assessment meeting, we present a Preliminary Tax Plan that outlines potential tax-saving strategies, laying the groundwork for our collaborative journey.
Step 3
Custom Tax Plan
Custom Tax Plan
Following your feedback, we draft a tailored written tax plan that details specific strategies, including tax-free options you can implement during the current tax year.
Step 4
Review Meetings
Review Meetings
Our commitment doesn’t end with the plan. We schedule quarterly review meetings to discuss updates and new developments, ensuring your tax strategy evolves alongside your business.
With Solovas 360, you gain a strategic partner dedicated to helping you navigate the complexities of tax planning, empowering you to focus on what you do best—growing your business. Experience the peace of mind that comes with a comprehensive tax strategy designed to keep more money in your pocket and support your long-term goals.
