Tax Strategy Analysis Stop Guessing. Start Strategizing.

Tax filing reports the past. Tax strategy shapes the future. At TS Solutions, LLC, our Tax Strategy Analysis is a proactive, advisory service designed for individuals and business owners who want clarity before making tax decisions. This service focuses on uncovering legitimate, personalized tax-saving opportunities that may currently be missed by evaluating how your income, deductions, and business structure work together from a tax perspective. What Is a Tax Strategy Analysis? A Tax Strategy Analysis is a detailed review of your prior tax returns and current financial structure to identify potential tax efficiencies and planning opportunities. This is not tax preparation. This is forward-looking tax strategy. What’s Included

Your Tax Strategy Analysis includes: A detailed review of your recent tax returns Evaluation of income sources, deductions, and entity structure Identification of tax-saving opportunities tailored to your situation A customized tax strategy plan prepared for discussion A one-on-one strategy presentation to review findings and recommended next steps

How It Works

Step 1: Initial Strategy Consultation (45 Minutes). We begin with a 45-minute consultation to discuss what tax strategy is, how the analysis works, and determine whether this service is a good fit for your situation.

Step 2: Engagement & Information Gathering If you choose to move forward, you’ll receive an engagement to review, sign, and submit payment. You’ll also receive a questionnaire and a request for prior tax returns and relevant information (for new clients).

Step 3: Strategy Analysis & Plan Development Once all required information is received, we conduct a comprehensive analysis of your tax situation and develop a customized tax strategy plan.

Step 4: Strategy Presentation You’ll receive an email once your analysis is complete, inviting you to schedule a strategy presentation where we’ll review findings and discuss potential next steps.

Clients who wish to move forward after the analysis may engage TS Solutions, LLC separately for implementation services. Who This Service Is Best For? Business owners and entrepreneurs High-income earners Clients with growing or complex tax situations Individuals seeking proactive, long-term tax planning. Clients who want clarity before committing to implementation VIP Availability. To ensure a high-touch, personalized experience, Tax Strategy Analysis is offered to a limited number of clients each quarter.

Ready to Start Strategizing? If you’re interested in learning whether proactive tax strategy is right for you, schedule an appointment to learn more.