HOW IT WORKS

START WITH FOUR EASY STEPS

1.

It starts with a conversation with our Managing Director Steven, who will answer your questions and verify you are a good candidate for our services. He will then gather a brief summary of your assets to create a financial profile for you.  

Completing this initial profile takes about 20 minutes and provides Scott Fedyshyn and his team of tax planning experts a high level picture of your finances.  

2.

Once Scott receives your profile, the planning begins. Within 7-10 days, he will design a personalized tax reduction plan, with a goal of legally slashing your tax bill by at least 50%. 

3.

He will then present the plan to you, and make any adjustments that are necessary for your personal situation. You get to decide whether or not you wish to implement the plan and whether you want to proceed with or without your current CPA.

4.

With your approval, Scott and the back office team may recommend redirecting some of the tax savings into tax-protected investments, creating even more income for you in the process. This creates a powerful cycle of saving money and reinvesting it to exponentially grow your wealth.

Find Out More >>