Tax is a complicated topic that impacts every aspect of an individual's financial life. From paying taxes on your own personal salary, business income, stock gains, etc to all the thousands of credits one can receive such as EV credit for electric cars, Solar energy credits, etc; our experts are well-equipped in providing the most holistic advice possible.
We strive to be a truly end-to-end planning team, but it first starts with making sure your hard earned money pays the least amount of taxes as possible so that we can utilize the capital to build generational wealth.
Here's how it works
1) Hop on an introductory call with one of our consultants to meet each other and establish expectations.
2) Meet with one of our experts for a 1 hour introductory session where we establish your current tax position, help strategize on how to minimize taxes, and provide you with our proprietary tax estimate model so you can take control of your planning.
3) Anytime you want to connect back with our experts to strategize, build more complex tax models, or just brainstorm, you can purchase retainer credits on our client portal.
Buy retainer credits from our Consultants
Basic Tax Credit
$150/hour
Assistance in modeling
Strategic options for minimizing taxes
Analysis of tax code & tax strategies
Advanced Tax Credit
$250/hour
Advanced modeling (ESPP, RSU, Investment properties, etc)
Mathematical tax planning for precise accuracy
Collaboration with Big 4 CPA's for expert knowledge
mandeep@erosconsulting.net
(510)996-2400
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