Tax Planning
✦ PLAN WITH LUXE ✦
Tax Planning That Looks Forward.
Tax preparation looks backward. Tax planning looks forward.
Luxe Legacy Financial provides proactive tax planning designed to help you understand your tax picture, prepare for upcoming obligations, and make informed financial decisions throughout the year.
THE LUXE APPROACH
Plan Ahead. Understand Your Numbers.
Tax season shouldn't be the first time you think about taxes. Strategic planning throughout the year can help you better understand where you stand and prepare for what comes next.
✦ CHOOSE YOUR EXPERIENCE ✦
One-Time Consultations
LUXE STRATEGY
Tax Strategy Consultation
$197
A focused 60-minute consultation to review your current tax situation, income, and business activity while discussing planning considerations that may apply to your circumstances.
YOUR SESSION MAY INCLUDE
- Current income and tax-picture review
- Business income and expense discussion
- Estimated tax and withholding considerations
- Year-end planning considerations
- Personalized next-step action plan
LUXE REVIEW
Tax Return Review & Planning
$149
A review of your prior tax return designed to help you better understand your tax situation and identify areas to consider when planning for the current year.
YOUR REVIEW MAY INCLUDE
- Prior-year tax return review
- Income and deduction review
- Withholding and estimated-payment discussion
- Current-year planning considerations
- Recommended next steps
KNOW THE DIFFERENCE
Tax Preparation vs. Tax Planning
Tax Preparation
Focuses primarily on reporting what already happened during the tax year.
Tax Planning
Looks ahead so you can better prepare for potential tax obligations and financial decisions before filing season.
✦ THE LUXE STRATEGY ✦
Year-Round Tax Planning
Your tax picture can change throughout the year. Proactive planning creates opportunities to review those changes, prepare for upcoming tax obligations, and make informed decisions before filing season arrives.
Quarterly Check-Ins
Review income changes, estimated payments, withholding, business activity, and upcoming planning needs.
Business Planning
Review business income, expenses, estimated taxes, recordkeeping, and relevant tax considerations throughout the year.
Year-End Planning
Review your current-year numbers and discuss applicable planning considerations before the year closes.
IS THIS FOR YOU?
Tax Planning May Be Right for You If...
◆ You're self-employed
◆ You own a small business
◆ You have multiple income streams
◆ You make estimated tax payments
◆ Your income is changing
◆ You want to plan before tax season
Tax planning recommendations are based on information provided and individual circumstances. Tax outcomes vary, and no specific tax savings or results are guaranteed.
Get In Touch
Call Us
(224)340-6690
Email Us
Luxelegacyfinancial@gmail.com