Taxes Suck, We Can Help Them Suck Less!
Get the Jump on Tax Savings with our
Exclusive Strategy Session
Let us help make your 2024 tax return a bit more bearable…
$995
We get the frustration that often come from tax season. Taxes suck. But here’s the thing: they don’t have to suck as much. We’re on a mission to take the sting out of tax season. Say goodbye to headaches and hello to savings. With our exclusive Strategy Session, we’re here to flip the script on your 2024 taxes.
Ready to make your bank account smile? Let’s do this.
Supercharge Your Tax Game for 2024!
Ready to level up your tax strategy? Dive into our strategy session and experience the game-changing power of advanced tax planning. Join forces with our Chief Tax Planner for an exclusive one-hour session designed just for you. Together, we’ll uncover strategies that could slash your tax bill by up to $25,000 to an eye-popping $100,000! Get ready to turbocharge your financial future with up to FIVE actionable insights. Whether you’re flying solo or teaming up with your current CPA, it’s time to seize the advantage and unlock massive savings. Let’s dive in and revolutionize your tax game today!
Start Saving Today!
$995
TAX PREP VS. ADVANCED PLANNING
Tax Preparation is the act of data entry that happens during “tax season.” Gather up your receipts and historical transactions for your tax team to put in your numbers and see what you owe! This is like playing checkers only considering the one easy move at a time. Sometimes you may get a double jump, but it’s not often!
Tax Planning is playing financial chess. You’re thinking 5 steps ahead and making the moves within this calendar year that will have a huge impact on the data entry pieces for your taxes. Cash, in this case, is queen! Take into consideration timing of income, size, time of purchases, planning for expenditures, retirement savings options, tax gain-loss harvesting, how to pay yourself and so much more!
AM I READY FOR TAX PLANNING?
Are you generating over $1M in annual taxable income?
Last year, did you get hit with a nauseating tax bill and end up sending almost 40% of your income to Washington??
Do you currently meet with your tax preparer or CPA in advance of tax prep to discuss your financial options?
Step 1
Book your 1 hour appointment with our Chief Tax Planner
Step 2
We’ll send you a pre-meeting secure link to upload your 2023 business & personal tax returns, along with your updated financial statements for our tax planners to review prior to our meeting.
Step 3
Attend the meeting and walk away with up to five strategies to implement on your own to save BIG on taxes!
Ignite Your Tax Advantage for 2023!
Experience the power of advanced tax planning that can potentially save you anywhere from $25,000 to a whopping $100,000 on taxes! In a special one-hour session with our Chief Tax Planner, we’ll review your specific situation and leave you with up to FIVE strategies for you to implement on your own or with your current CPA.
Special End of Year Price
$995 $750
Step 1
Book your 1 hour appointment with our Chief Tax Planner
Step 2
We’ll send you a pre-meeting secure link to upload your 2023 business & personal tax returns, along with your updated financial statements for our tax planners to review prior to our meeting.
Step 3
Attend the meeting and walk away with up to five strategies to implement on your own to save BIG on taxes!
AM I READY FOR TAX PLANNING?
Are you generating over $1M in annual taxable income?
Last year, did you get hit with a nauseating tax bill and end up sending almost 40% of your income to Washington??
Do you currently meet with your tax preparer or CPA in advance of tax prep to discuss your financial options?
TAX PREP VS. ADVANCED PLANNING
Tax Preparation is the act of data entry that happens during “tax season.” Gather up your receipts and historical transactions for your tax team to put in your numbers and see what you owe! This is like playing checkers only considering the one easy move at a time. Sometimes you may get a double jump, but it’s not often!
Tax Planning is playing financial chess. You’re thinking 5 steps ahead and making the moves within this calendar year that will have a huge impact on the data entry pieces for your taxes. Cash, in this case, is queen! Take into consideration timing of income, size, time of purchases, planning for expenditures, retirement savings options, tax gain-loss harvesting, how to pay yourself and so much more!
unboxed
Unboxed Insights
Get in Touch!
(209) UNBOXED / (209) 862-6933
info@unboxedadvisors.com
Unboxed Advisors
1341 W Mockingbird Lane
Suite 600W, PMB #503
Dallas, TX 75247
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