TaxPro™ CFO


TaxPro™ CFO

TaxPro™ CFO clients receive year-round tax advice, access to tax professionals, annual tax planning meetings, e-mail tax alerts and strategic tax planning ideas along with preparation of their personal and business tax returns for a flat monthly fee.

Benefits of becoming a TaxPro™ CFO member:


ACCESSIBILITY
Direct communication with tax professionals giving you peace of mind knowing you made the right decisions throughout the year.

TIMELINESS
Eliminate surprises! April 15th should be just another day on the calendar.

CREATIVITY
We use the ever-changing tax code to build court tested, IRS approved tax savings strategies for you.

COMPLIANCE
We prepare your annual business and personal income tax returns.

PLANNING
Year-round tax advice and annual tax planning strategy sessions.

INFORMATION
E-mail tax alerts and articles that will help you stay on top of changes that affect your business. We look for mistakes and missed opportunities that may be costing you thousands of dollars per year and craft a plan to cure those mistakes and take advantage of missed opportunities.


Lifetime Companies

Wealth
Management


HELPING YOU CREATE AND DEFINE YOUR LEGACY

Lifetime Wealth ManagementVisit Site

Tax
Advisors


MAKING APRIL 15th JUST ANOTHER DAY ON THE CALENDAR

Lifetime Tax AdvisorsOur Services

Insurance
Services


PROTECTING YOUR ASSETS AND INSURING YOUR LEGACY

Lifetime Insurance ServicesVisit Site