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Discover the Future of Tax Planning

For individuals like you, who deserve a simplified tax planning without losing the personalized touch. Starting at $349. Ready to begin? Click the button below and experience the smart way to meet your financial goals.

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Pay Now

Discover the Future of Tax Planning

For individuals like you, who deserve a simplified tax planning without losing the personalized touch. Starting at $349. Ready to begin? Click the button below and experience the smart way to meet your financial goals.

Learn More
Pay Now

Discover the Future of Tax Planning

For individuals like you, who deserve a simplified tax planning without losing the personalized touch. Starting at $349. Ready to begin? Click the button below and experience the smart way to meet your financial goals.
Learn More
Pay Now

Why TAT Cares?

Proactive tax planning is crucial for everyone, especially for small business owners and individuals striving to maximize savings and financial growth. By investing time in tax planning, you protect your hard-earned income from unexpected tax liabilities and take advantage of potential deductions and credits, eventually leading to a more robust financial future. Here’s why integrating tax planning into your financial strategy is a wise move:

SCHEDULE CALL

How Our Tax Planning Program Works

Meet Your Concierge

Upon enrolling in the program, your first step is a personalized call from your designated concierge. They will introduce themselves and assist in arranging your tax plan assessment with a professional tax advisor. During this call, you will be requested to upload specific documents to the client portal. Your concierge will clarify their role in assisting you through the process and assure you that they are available to address any queries you might have.

Review Your Plan

This critical hour session with your tax advisor is designed to dive deep into your tax strategies. Your tax advisor will discuss your financial goals for the upcoming year, review potential tax planning strategies, and address any queries you might have. Following the assessment, you will have the opportunity to select the tax plan that you would like to implement over the next six months.

Execute The Plan

Once you select your preferred tax plan, you’ll receive a detailed roadmap outlining the tasks to be accomplished in the upcoming quarter. This step ensures that you remain on track with your tax objectives and make the most out of the strategies designed during your assessment.

Explore And Learn

Continual learning and support are part of the TATCares experience. Attend your bi-monthly check-in meetings with your tax advisor to discuss any tax-related questions. Additionally, utilize the TAT Cares app to access informative videos and articles from our partners, enhancing your understanding and implementation of tax strategies.

A Tax Experience Tailored To Your Financial Goals

Guided by accuracy, driven by results.

Midyear Tax Assessment

Personalized assessments to evaluate and optimize your tax situation before the end of the year.

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Customized Tax Planning

Customized advice based on individual or business financial situations to help reduce liability and maximize returns.

Easy Document Handling

Features designed to simplify the organization and management of tax-related documents.

Bi-Quarterly Check-Ins

Get direct, scheduled consultations for strategic tax planning and to address those "what if" questions, all without additional hourly fees.

Exclusive Educational Resources

Access to a library of materials to educate users about tax laws, savings opportunities, and best practices for tax management.

Exclusive Discounts

Participants receive a 10% discount for assessments done by August 31st, making tax planning more affordable.

Concierge Support

Guides users through the program, advising on next steps and answering questions.

Community Support

An engaged community platform for sharing tips, advice, and experiences with other small business owners or individuals navigating similar tax scenarios

Real-Time Updates

Instant updates on tax law changes that could affect strategy and planning, ensuring users are always informed.

Why people Choose Us

Yvonne’s Story: Why TATCares Exists

Questions? Ask Andi for insights

or here are common questions

What is TATCares?
The TATCares program offers tax advisory services through a quarterly subscription model, featuring an app-based interface to aid users in managing their taxes and making informed financial decisions. Its purpose is to streamline and enhance your approach to tax planning, delivering customized solutions that maximize effectiveness according to your unique requirements.
What is Tax Planning?
Tax planning is organizing your money and financial activities so you pay as little tax as possible while still following the law. It helps you make the most of any savings or benefits you can get on your taxes.
TESTIMONALS

Before tax planning, I owed $13,000; after, I got a $44,000 refund!

This is my first time actually filing my taxes and I can’t begin to explain how grateful I am to be helped professionally and treated like a true customer by Danielle. I definitely recommend TakeAway Tax. Top Tier Customer Service and Very Polite And Precise with everything they do

Clarence

☆☆☆☆☆

“Yvonne truly goes the extra mile! She has not only exceeded our expectations with her extensive knowledge but has also been incredibly accessible and proactive. Her diligence in reviewing our older tax returns and consistently looking out for our best interests has made our experience this year exceptionally positive. We couldn’t be more pleased with her service. Without a doubt, Yvonne is a 5-star CPA!”

Rachael

☆☆☆☆☆

TakeAway Tax consultants are very professional and exceptional at explaining your taxes. I’ve filed taxes over the last 32 years and this company has been the best at providing this service.

Angela

☆☆☆☆☆

Are you pondering if TATCares is a Match for You?

Book a 15-minute inquiry call with a concierge today.