Schedule Strategy Session

TAKE CONTROL OF THE TAXES YOU PAY

Work with us for the best approach to reduce your taxable income, save income tax, and strategies on how one can avoid taxes.

HOW DOES IT WORK ?

Leveraging our experience and skills to fulfill all your tax needs

Step 1 DISCOVERY

Our process starts with a virtual kick-off meeting where our tax expert will learn more about your business and your tax-specific needs.

Step 2Proposal

On understanding your tax challenges we arrive at an estimated savings and engagement decision.

Step 3Agreements

A contract is executed with engagement-specific documents being signed electronically.

Step 4 Payment

Render the initial payment once you decide to proceed ahead with us.

Step 5Information

All pertinent business documentation will be gathered through our portal.

Step 6Strategy

We create individualized and optimized plans that will address your tax needs.

Step 7Delivery

We will walk you through the presentation and design to achieve the goals.

Step 8Execution

Following the brief, your choices are put into action.

Step 9Follow-Up

We would consistently follow up after 3 and 6 months for an evaluation.

HOW DOES IT WORK ?

Leveraging our experience and skills to fulfill all your tax needs

Step1

DISCOVERY
Our process starts with a virtual kick-off meeting where our tax expert will learn more about your business and your tax-specific needs.

Step1

Step2

Step2

Proposal
On understanding your tax challenges we arrive at an estimated savings and engagement decision.

Step3

Payment
Render the initial payment once you decide to proceed ahead with us.

Step3

Step4

Step4

Agreements
A contract is executed with engagement-specific documents being signed electronically.

Step5

Information
All pertinent business documentation will be gathered through our portal.

Step5

Step6

Step6

Strategy
We create individualized and optimized plans that will address your tax needs.

Step7

Delivery
We will walk you through the presentation and design to achieve the goals.

Step7

Step8

Step8

Execution
Following the brief, your choices are put into action.

Step9

Follow-up
We would consistently follow up after 3 and 6 months for an evaluation.

Step9

FEATURED

WHY CHOOSE US ?

EXPERTISE
Weston Tax Associates comprises of tax specialists who have years of experience in handling diverse portfolios.

CLIENT SATISFACTION
Our attention to detail, scheduling of timelines, and keen management skills are what makes us stand out from the rest of the tax planning companies.

EXCEEDING EXPECTATIONS
You want results and we are adept at getting them for you. We helped our clients save $42M in taxes last year through our business tax planning services.

Work with us for the best approach to reduce your taxable income

SCHEDULE AN APPOINTMENT!

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