FAQs

In addition to the required annual continuing Education that most CPAs and EAs receive, Mariana Vale focuses on intensive ProActive Tax Strategy training by efficiently providing the highest results for her clients while providing good education and communication.

As long as you’re a real estate agent making 6 figures, or on track to make six figures, we can have a discovery session to help determine that. There are many things that we factor into qualifying you and we’ll only move forward if we can save you a minimum of $10,000.

We’ll get some basic information on your business and your overall goals. We’ll request a copy of your last filed tax returns (if not filed by us) and do a basic analysis of your projected savings. If you decide to move forward, we’ll send a full-blown questionnaire for your goals, income, expenses, and unique situations so we can take a deep dive and design a plan that’s fit for your wants and needs.

The initial discovery session will help us determine if  we can save you at least $10,000. If you’re a good candidate,  we’ll send you a proposal for the engagement and the fee for the tax strategy. The fee for the complete tax strategy will depend on how complex it is. We’ll give you a quote and if you choose to engage our services, we will apply the initial  $175 as a credit towards your engagement.

You will be sent a scheduling link within two weeks of receiving your completed package. Your initial 60-minute strategy session will be scheduled with Mariana Vale. During the call, we’ll review your current strategy, review suggested changes, and come up with the list of action items. You’ll be astounded at what you can accomplish during this first phone call!

You’ll receive a package within 72 business hours of the strategy session which includes a written bullet-point list of action items needed to implement your plan.  You’ll also receive a full tax strategy report complete with footnotes and references to all the IRS authoritative guidance which allow you to use the plan to pay less tax.  

You’ll also have the opportunity to set your follow-up phone call with your personal tax strategist.  Many clients want to schedule the second call about two weeks after the first phone call. That allows time to start on the action steps and so that the second session becomes an opportunity to ask “What else?” for more ways of building net worth and cash flow without creating additional tax.

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 new prospective 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.

After you’ve completed the entire tax strategy session, we’ll move towards implementing your tax plan. After that, you will have the option to move into one of our tax maintenance plans to ensure you never overpay a dime of tax again!

Your strategy will be prepared by Mariana Vale who is certified in ProActive Tax Strategies with more than 8 years of experience in the tax field and  is also a licensed Real Estate Agent who understands the industry.

Once your tax strategy evaluation has been formulated by Mariana Vale, we will send you a link to schedule a phone conference. Mariana 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 will organize your data, analyze your current financial situation in light of your personal goals, and develop your personalized tax strategy using our system and 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 will be completed via Zoom.  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.

After your strategy session, we will send you:

• Summary of your overall plan
• List of Action Steps required to give you the most tax savings benefits
• Diagram of your new tax plan
• Detailed plan report complete with IRS references
• Proposal for the next phase of our program – Maintenance
  
  

At the end of your ProActive Tax Strategy session, we will set up your follow-up call for your strategy. This call can be used by you to reinforce any of the ideas covered in the first session, to talk through any additional questions that have come up during the implementation of your plan or to cover new ideas you may have.

We offer a complete implementation of your strategy. Please let your personal tax strategist know what you might need.  We will assist you in forming your financial team of advisors.

Bookkeeping services are only offered to clients who are subscribed to a recurring tax maintenance service package.

We will review all of your businesses as long as you’re a licensed real estate agent actively engaged in real estate sales.

We can assist you in all U.S. 50 states. Our office is fully virtual and we make use of various technological resources to make us very reachable.