Proactive Tax Review
Regardless of your income sources or filing status, nearly anyone who pays income taxes can benefit from having a professional review of your tax return to identify relevant planning opportunities.
A meticulous examination of your latest tax return
Uncover strategic tax planning opportunities
Personalized guidance for tax-advantaged growth
Peace of mind that your taxes are optimized
COACHING & CONSULTING
Take control of your financial success
Self-Starter
One of our most popular services. Embark on your financial journey with confidence today!
Guidance to amplify confidence and expand horizons
Monthly 1:1 coaching sessions
Expert resources and tools
30-day money-back guarantee
Changemaker
Personalized coaching to address immediate financial challenges and opportunities
Topics Covered: Real estate investing, financial decision analysis, income management, scenario analysis, and more
One 60-minute 1:1 coaching session
Tax Optimizer
Tailored tax planning and optimization strategies to maximize savings and minimize tax liabilities over time
For clients who completed proactive tax review
Three 1:1 tax planning sessions
Action plan to reduce current year tax and develop strategies for future tax optimization
ROADMAP TO WEALTH
A tailored path for your dream life
For Professionals
Are your finances truly serving your dream life and legacy? Dive deep into optimizing your financial strategies, ensuring every asset works in your favor for lasting prosperity.
In-depth tax analysis and forward planning
Strategic asset allocation and review
Defined investment criteria and guidance
Visualized wealth journey projections
Six in-depth 1:1 sessions with a tax & wealth expert
For Small Business Owners
Are your finances tailored to your ambitions and legacy? Elevate your business's financial health while aligning with personal wealth goals for a harmonious and prosperous future.
Duo tax analysis and planning: personal and business
Tax-efficient asset allocation and insights
Customized investment criteria and guidance
Visualized wealth journey projections
Eight in-depth 1:1 sessions with a tax & wealth expert
INQUIRE NOW5% OFF for groups of three or more; 15% OFF for students, veterans, and single parents. Please email support@baoba.us for discount codes.
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