In addition to the required annual continuing Education that most CPAs receive, FreedoFolio focuses on intensive ProActive Tax Strategy training. We efficiently provide the highest results for our clients while providing good education and communication. We are ranked in the Top 1% in the USA for Tax Strategy – so let us put all this education to good use for you and your business!

However strategic tax coaching is devouring information that you have provided and begin to give you strategies that can be implemented right away. Typically, the sooner you start strategies, the the greater amount of dollars you are able to save over the span of the year. You will also then be set up on a regular schedule with one of our personal coaches. They are there to help guide you through any questions you may have and help you implement the strategies so that you can get your savings the maximum amount for each and every year.

We produce the best results for our clients when we first understand where our clients are and where they want to be. We do that by having all clients fill out this questionnaire. It’s a simplified guide that helps us work with you completely and straightforwardly. Each part of the questionnaire is critical. So please, fill this questionnaire out to the best of your ability. Even small numbers can make a big difference in your tax savings.

After you’ve completed the entire tax strategy process, you will then move into one of our tax maintenance plans to ensure you never overpay a dime of tax again! Tax Maintenance provided by the FreedomFolio includes, but is not limited to, the following:

-Monthly analysis of your bookkeeper’s financial statements to ensure that they are correct and in accordance with the strategy that has been developed for you

-Advice on and revision of your current tax strategy when needed due to changes in your circumstances or changes in tax laws

-Preparation of your business and personal tax returns

-Tax Consulting to educate and empower you in your own tax strategy and financial plan.

-Specified phone time with your personal FreedomFolio Tax Coach

-E-Mail question and answer sessions

-Other items as agreed to and needed for each client

The FreedomFolio Strategy Team includes tax professionals who are certified in ProActive Tax Strategies and who generally have a minimum of 5 years of experience in specialized tax planning.

Once your tax strategy evaluation has been formulated by the FreedomFolio Strategy Team, we will email you to schedule your review appointment. Your Coaching team will go over the results of your tax strategy evaluation, what is needed to implement the plan and answer questions related to your tax planning.

-We organize your data, analyze your current financial situation in light of your personal goals, and develop your personalized tax strategy using our trademarked Strategic Tax Coach system and our FreedomFolio strategy tools.

-We then communicate the results of our findings, explain your strategy details and discuss the financial benefits your plan can provide in a 90-minute strategy session. Your strategy session can be completed in person or over the telephone and internet (typically Skype for clients outside Arizona local area). During this time, we will answer your questions related to your tax plan and its implementation. We will show you during this session how your custom-designed plan can deliver the specific results you are seeking.

-In addition, we then send out a detailed tax plan report along with action steps that need to be performed to implement the strategy along with a visual diagram of your new tax plan.

-Additional assistance is provided ongoing through our private Slack Teams

FreedomFolio offers complete tax and accounting implementation of your strategy. We can assist you in a wide variety of arenas including forming your financial team of advisors, preparing your annual taxes, preparing monthly bookkeeping, sales taxes, and even payroll needs!