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Pricing & Onboarding
Tax Strategy Designed for High-Income Earners Who Refuse to Overpay
Our Services: The Virtual Family Office Advantage
Beyond Tax Planning—A Holistic Wealth Strategy for High-Income Earners
Most high-income earners overpay in taxes simply because their CPA only focuses on filing—not proactive tax strategy. At Taylor Proactive Team, we help you legally reduce your tax bill with a custom tax plan and Virtual Family Office (VFO) access for ongoing wealth management.
- Average ROI: Clients save 4X what they pay us in tax reduction
- 100% IRS-compliant strategies—plus full audit defense
- Personalized, ongoing tax planning—not just a one-time fix
Here's How to Get Started
Step 1: Free Discovery Call
15-minute call with a team member to determine if we're a fit.
🔍 What We Cover:
- Review your income, tax situation, and financial goals
- Identify potential tax-saving opportunities
- Answer your questions about proactive tax planning
Who Qualifies?
- Earning $500K+ per year (High-Income Earners, Business Owners, Investors)
- Open to legal & proactive tax-saving strategies
- Willing to invest in expert planning to save significantly on taxes
Step 2: Custom Tax Plan Analysis
📝 What Happens Next?
- You upload your tax documents securely
- We analyze your tax situation and build a custom plan
- You meet 1-on-1 with Merrill Taylor to review your plan and customize it further
- You’ll receive your tax plan on your second call with Merrill—scheduled before you finish your discovery call
Step 3: Tax Plan Implementation (Value Based Pricing)
- Pricing Based on Value (You keep more than you pay)
- Ongoing access to our team for the year
- Ongoing strategy, support, & tax updates
💵 How Pricing Works:
Your implementation fee is determined by the value we provide to you.
📉 Average Client Savings: 4X what they pay us
- Full access to us throughout the year
- In-depth reviews & plan adjustments
- Access to Virtual Family Office services (Wealth, Legal, Risk Mitigation)
- IRS audit defense included in all tax plans
What Makes Us Different?
Most CPAs react—we take a proactive approach that reduces your tax burden year after year.
🔴 Traditional CPAs: File taxes and tell you what you owe.
✅ We: Engineer a plan that legally lowers your taxes and builds long-term wealth.
🚀 Ready to stop overpaying? Let’s create your tax plan today.
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