New to Figured Out Finance & Tax Strategy

Let's discuss the TAX Journey


Are we a fit?

  • Do you earn over $150,000 annually as a 1099 contractor or business owner?

  • Do you pay over $50,000 in annual tax?

  • Have you reviewed our tax planning services and pricing page?

  • Are you ready to work with a proactive tax advisor throughout the year?

    If you answered YES to these questions, you are ready for Step 2!


During this initial virtual meeting, we’ll take some time to get to know each other. We’ll discuss:

  • Your unique scenario

  • Our preliminary tax strategies – what we feel is best for you

  • How we are different from other tax professionals

  • How our guarantee works

  • How we determine the ROI in our services

  • Our pricing and next steps

  • Any questions or concerns you may have


The Agreement

You’ll receive a quote and an agreement to review.

At this point, you’ll have all the information you need to decide whether you want to hire Figured Out Finance to provide you with a plan for delivering these tax savings.

If everything looks good to you, you sign the agreement, we give you access to your private Client Portal, and we schedule a Tax Plan Delivery.

  • Congratulations! You are now a Figured Out client. Get ready to start saving!


Tax Plan Delivery

We will create a custom one-of-a-kind tax plan that reflects your goals, and long-term objectives

We do a deep tax and finance dive to ensure we have all the information to deliver a plan that will maximize deductions and minimize your tax burden.

We’ll go over all the nitty-gritty details, as well as the pros and cons – and tax savings – of each of the strategies that we recommend.

Once determining which strategies you want to move forward with, we’ll help you with the implementation of each of these strategies, and you will move into your


Tax Maintenance Package

Your Tax Plan has been designed and we’re implementing the strategies. You’re now fully onboarded into our processes and you have entered into your Tax Maintenance Package which includes – but is not limited to – the following:

  • Tax Preparation

  • Ongoing Tax Planning

  • Unlimited Support

  • bookkeeping review

  • Coaching on Proper Bookkeeping and Recordkeeping

  • IRS Account Monitoring

  • Audit Protection Plan

    We are now ensuring an efficient tax savings journey for you all year!


Contact Us

  • 801-999-8614


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