Take a Successful Tax Minimization or Business Improvement Journey

It’s called DISCOVERY because that’s when we get to ask the questions….

WHO – are we focusing on your personal or business goals or challenges or all of the above

WHAT – are those goals or challenges, let’s not focus on a solution “I need to set up a retirement plan”. Let’s focus on the goal “I would like to be able to retire in XX years and be able to continue to live in my home”


  • are you now in the process?
  • do you want your business to be in one (1) year, (3) years, (5) years?
  • do you see yourself in one (1) year, (3) years, (5) years?


  • do you reasonably see yourself or business accomplishing these goals?
  • when can we start?


  • represents your real purpose
  • represents your business mission
  • represents your vision for yourself
  • represents your vision for your business

Then we help with the How:

The how is the road map, the process, the plan. Working through to a successful result is the most rewarding for us; providing peace of mind for our clients. You could say the HOW is our WHY. Let’s continue writing your story, or your business’ story.

We start all of our advisory and tax planning projects with a discovery session. Now this may not sound like fun, it’s actually hard work. We all know “fun” and “work” like “fair” is in the dictionary but so is “success” and “happiness”.   Work, success, happiness, and fun all happen in real life in that order, but when we add team work it ends with rewarding.


I just read the book Wild: From Lost to Found on the Pacific Crest Trail, the author might have died on the trail, or may never have finished her trek without her plan and support team in place.

Imagine starting on a long hard journey. You would certainly make a plan. How great would it be to have a team behind you, helping you solve problems or reach your goals?  How much more focused could you be and how much more successful?

What happens next?

Overwhelmed by these ideas and the challenge of reducing your tax burden, improving your business, or creating your retirement plan? Contact us for assistance with creating a strategic tax, retirement or business plan to help you reach your goals.

Our team continues learning new skills and reviews opportunities for tax saving strategies under the new law, the TCJA to bring added value to our client meetings, and we’ve been doing this for over 25 years.

If you need help with your accounting, want to create a tax minimization plan, want to discuss your business growth plan or your finances, are concerned about retirement goals or need to be held accountable for your 90 day action plan, contact us for a complimentary discovery session or an appointment to just get started.

Want to grow your business? Our Complimentary Resources will Help