Tax & Accounting Services Overview
Every new client who joins Taylor Proactive Team first chooses from our “4 Boxes of Tax & Accounting”:
We understand that our best clients want PROACTIVE and HOLISTIC planning
At Taylor Proactive Services, any client who choose either Tax Planning or Business Advisory Services is given PRIORITY, DISCOUNTED access to our PROACTIVE PLANNING TEAM & VIRTUAL FAMILY OFFICE
Tax Planning
Business Advisory
Proactive Planning Team provides access to:
In all our proactive planning areas, you can choose the service level that best suits your needs:
- Planning Lite
- Planning Core
- Planning Max
Our goal is to:
- Understand & Prioritize Needs
- Help Address Your Biggest Problems
- Achieve Your Most Important Goals