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Chess

Ready to Stay a Step Ahead?

Let's Talk Strategy and Implementation!

Great choice! We look forward to developing and implementing some master strategies with you for years to come. We will contact you soon to set up your initial consultation and send the Tax Planning questionnaire to your email.

Enjoy a Free Consultation From a Leading Tax Expert

FULL EXEC PACKAGES

 

Custom Service Bundles Just for You

Opt in for our premium monthly packages that offer significant value and ensure a quick ROI. Our aim isn't to compete on price; it's to excel in quality! 

Choose your preferred option below to schedule a complimentary initial strategy call with Matthew.

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Competitive Advantages:

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  • Timely, Forward-Thinking Advice and Implementation. We only work with clients where we can find a 200-300%+ ROI

  • We Work With Small Business Owners, Executives, and High Net  Worth Individuals Like You 

  • All-Inclusive, Personalized Pricing - Quoted Up Front

  • Flexible Online Or In-Person Sessions With Our Team, Estate Attorneys, and Financial Planners

  • Matthew is an Enrolled Agent and Licensed Insurance Agent, Authorized by the US Department of the Treasury to Practice and Represent Clients Before the IRS  

Powell United Tax Suite

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Elite

Starts At
$900 Monthly

  • Any Time Tax Strategies/Estimates

  • Planning meetings with your financial and estate team

  • Up to 10 hours of IRS Audit Representation per year

  • Full CFO Services

  • Annual Tax Return Filings

  • Quarterly Estimated Tax

  • Dedicated Project Manager

Pro

Starts At
$700 Monthly

  • Quarterly Tax Strategies/Estimates

  • Up to 2 hours of IRS Audit Representation per year

  • Basic Accounting Services

  • Annual Tax Return Filings

  • Quarterly Estimated Tax

  • Phone and email support

Basic

Starts At
$300 Monthly

  • Annual Tax Strategies/Estimates

  • Annual Tax Return Filings

  • Email support

Developing comprehensive tax strategies is crucial for individuals and businesses alike to optimize financial health and minimize tax liabilities.

These strategies go beyond mere compliance; they involve proactive planning to leverage available tax benefits, credits, and deductions effectively.

By crafting a tailored tax strategy, individuals and businesses can strategically manage their income, investments, and expenses to reduce tax burdens, increase cash flow, and maximize after-tax returns.

Additionally, comprehensive tax strategies ensure compliance with tax laws, reducing the risk of penalties, audits, and potential legal issues.

Overall, investing in comprehensive tax planning enables financial stability, long-term growth, and peace of mind.

At Powell United you will be in great hands with an experienced Enrolled Agent handling your tax planning. We possess specialized expertise, in-depth knowledge of tax laws, and are authorized to represent you before the IRS, ensuring thorough and effective tax strategies tailored to your specific financial needs.

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