Get a Tax Plan Guaranteed to Reduce Your Taxes
LYFE Taxes Planning Services
The purpose of tax planning is to reduce your taxes. If our CPAs are unable to create a plan to help you do this, then we will refund your money.
Saving money on your taxes has never
been easier
Step 1
Simply complete a questionnaire and upload last year’s tax returns to our easy-to-use tax planning platform.
Step 2
Our tax CPAs will examine your taxes and identify ways to help you reduce your taxes.
Step 3
Upon completion, you will get a personalized 25+ tactical tax plan with instructions to help you start saving on taxes.
How much money could a 25+ page customized business tax plan add to your bottom line?
Average Tax Savings for Clients
Our tax planning services help our clients save an average of $20,000 in tax savings. This is money that can be invested back into the business, put away for retirement, or wherever suits your needs.
Actual tax savings vary for each client based on their unique tax situation. All of our tax plans are backed by our money-back guarantee*.
Low-risk, Money-Back Guarantee
Our tax plans are guaranteed to reduce your taxes. Our fee is 100% contingent upon the amount of money we can save you in taxes. If we are unable to reduce your taxes, we will either decline the engagement or refund your money.
What is Tax Planning?
Tax planning is the analysis and arrangement of your financial situation to pay the lowest amount of taxes possible. Our CPA tax planning services include an in-depth analysis of your prior tax returns, and recommendations on how to reduce future tax returns.
Here is an example of our tax planning services.
Thousands of Tax Planning Strategy Combinations
Our team of licensed CPAs consider over 1,400 federal, state, and local tax strategies as they review your unique situation. We find the most effective tax planning strategies for maximizing deductions, deferring income, optimizing legal entity structures, and taking advantage of economic relief programs like the CARES Act, exit and capital gains, and other advanced strategies.
Overall Tax Savings
Our strategic roadmap to reduce your tax expense starts with the end in mind. With our tax planning services, you will receive an estimate of tax savings for the current year as well as the projected savings for the following year all based on the assumptions you’ve given us.
Tax Planning Recommendations
Our tax CPAs will recommend specific tax strategies to help you realize the estimated tax savings. They will consider both, individual and entity-level tax planning strategies to help you put more money back into your pockets.
Tax Planning Recommendations
Our tax CPAs will recommend specific tax strategies to help you realize the estimated tax savings. They will consider both, individual and entity-level tax planning strategies to help you put more money back into your pockets.
Next Steps-Take Action
Included in all of our tax plans are step-by-step instructions to implement the tax strategies in your plan.
And if you have any questions on the implementation instructions, our tax CPAs will gladly answer them when presenting your tax plan to you.
Tax Planning Fees
Our tax planning fees are based on the results we are able to achieve for you. We charge a percentage of estimated tax savings you receive from our engagement.
30%
of Estimated \
Tax Savings
Why Our Clients Choose Us
Watch this testimonial video to hear directly from our clients on their experience working with our firm.
Our Tax Preparation Fees
Must be a Tax Planning Client*
Individual
Tax Return
$1000
Form 1040 Individual Tax Return (Single/Married)
1 Tax Return (Federal and State)
1 CPA Tax Consultation to Maximize Tax Savings
Includes Schedules A, B, D, E, and Individual Tax Forms*
Does not include Business Returns (Schedule C, 1065, 1120S)
Business Tax
Return
$1500
1 Business Tax Return (Federal and State Return)
1 CPA Tax Consultation to Maximize Tax Savings
Includes Schedule C, 1065, 1120S, 1120
Includes K-1 Preparation for Partners*
Does not include Individual Tax Return
Individual & Business
Tax Return
$2000
$500 Bundle Discount
1 Individual 1040 Tax Return (Single/Married)
1 Business Tax Return (Schedule C, 1065, 1120S, 1120)
1 CPA Tax Consultation to Maximize Tax Savings
Includes K-1 Preparation for Partners
Frequently Asked Questions
How is tax planning different from tax prep?
Tax preparation involves gathering your financial information and reporting it to the government. It does not seek to identify ways to reduce your tax liability. We recommend our tax planning services to businesses with over $100,000 in business revenue.
Is tax preparation included with tax planning?
No, tax preparation is a separate service that we offer to our tax planning clients. However, we do offer bundle discounts when you sign-up for both services. For more information on this, view our pricing page.
How much can I expect to save in taxes when I get a plan?
It all depends on your tax circumstances. On average, we find over $20,000 in tax savings for our clients. If you sign-up with us, we guarantee to find you estimated tax savings that are at least twice the cost of our fee.
Why hasn't my current accountant created a business tax savings plan for me?
Only 18% of tax advisors offer forward-thinking tax planning services. Many tax professionals lack the time, experience, or staff to help their clients with tax planning. In sharp contrast, we have built our firm to specialize in tax planning above any other tax service.
Will I be able to speak with a CPA about my tax plan?
Yes, one of our tax CPAs will meet with you to go over your tax plan to ensure you understand it. You will also be able to meet with one of our CPAs on a semi-annual basis to discuss your plan if needed.
How do I get started?
Simply apply to become one of our exclusive tax clients, and follow the next steps provided. We have limited seats for clients, so make sure you contact us as soon as possible!
Will I work with a CPA?
Yes, to ensure quality service, we make sure there is an assigned CPA to every client in our firm.
We help Investors & Entrepreneurs pay less taxes.
Important Disclosures:
Tax Planning Guarantee: We will refund up to 100% of our tax planning fee upon all of the following conditions being present: 1) Your plan does not identify at least double the price of the plan in estimated tax savings 2) Your business earns over $100,000 per year in revenue 3) You provided all required information to create your tax plan.
Tax Preparation Guarantee: We will refund up to 100% of our tax preparation service for any interest or penalties related to the accuracy of our filing of your tax return. To be eligible for any refund, the inaccuracy on your tax return must be directly caused by our firm. Direct causes include, but are not limited to, data inserted on the tax return that does not correlate with the information provided by the Client. Inaccuracies from indirect causes are not covered by this guarantee. Indirect causes include, but are not limited to, tax return inaccuracies due to incorrect information provided by the client. This guarantee does not include interest and penalties resulting from late filings.