Tax Planning isn’t a year-end scramble, it’s a year-round advantage.
So when it comes to proactive tax planning, we have several different models and each of our clientele fits into one of those models. There are clients that I speak to once or twice a year. There’s clients that I speak to once or twice a week. It depends on what their needs are. The structure gets involved with looking at their finances every single month or every single quarter, and really just doing a regroup on.
What’s happening? How much money is your business making? Are you utilizing your expenses and checking in with them throughout the year, whether it’s every single month or every single quarter, to see are you utilizing all the strategies that we’ve talked about?
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