This is our flagship product and you get it free for your business when you signup as a Financial Gravity Partner.
Lowering taxes increases profitability and grows wealth. Unlike other tax-related services and solutions, we are committed to working with you to proactively develop a plan to minimize your taxes and maximize your success. After a simple 15-30 minute assessment, we’ll determine if we can substantially reduce your tax burden. If so, we will develop a tax savings plan utilizing our exclusive Tax Blueprint®. The Tax Blueprint® provides a clear tax reduction plan that is customized specifically to you and your business.
You will then offer this product to your prospects and clients. Sources of tax savings, along with implementation plans, are highlighted and summarized so they can be confident that the savings are real. They can expect that the total reduction of their taxes will be substantially higher than the cost of the service itself. This is backed up by our 2X savings guarantee. That means they’ll never pay more than half of what you save them in tax savings. It doesn’t get easier than that.
As a Partner, you will get the Tax Operating System® based on the level your program.
You will also offer the TOS to your prospects and clients. Designed to fit any budget and circumstance, our exclusive suite of solutions enable implementation of the Tax Blueprint® to help them save money.
Regardless of which solution they select, they can count on access to our advisors, annual tax planning assistance, ongoing newsletter, and educational materials.
You are provided with direct access to our Enrolled Agents (EA’s) to review questions, scenarios, and changes to your business and personal life as it relates to the plan. We will provide you with the guidance, recommendations, and support to ensure your tax savings are maximized.
Additionally, the advisory solution includes optional setup of IRS support documentation and business structure filings to enable you to implement your Tax Blueprint® with confidence.
In addition to the Level 1 solution, we also offer our clients timely tax preparation services, IRS representation and IRS audit protection. We also manage setup of all IRS support documentation and business structure filings. Pricing varies based on the complexity of your business.
Beyond the benefits of the Level 1 and 2, we also help you implement all recommended tax strategies with our complete bookkeeping solution. Our proprietary Bookkeeping with Purpose® methodology ensures you are achieving the tax savings from your Tax Blueprint® and that every expense is appropriately accounted for in relation to your Tax Blueprint®.
We work closely with you to keep your books current and accurate. We are proactively engaged in your business, continually focused on your goals of cost savings, wealth building, increasing profit and retirement savings, and presenting other unique profit opportunities.
Not only does Level 3 reduce the headache of having to manage your books – it also provides you with the confidence that everything is being managed appropriately to reduce your tax burden. The pricing for this service is based on the size and complexity of your business.
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