At Tax Game Plan, LLC, we understand that tax planning can be complex. That’s why we’ve compiled answers to the most frequently asked questions from our clients. If you don’t see your question here, feel free to contact us directly for personalized assistance.
Most accountants are not doing comprehensive tax planning. They take on hundreds of clients and bill them hourly. Each year, they work to minimize the amount of time they spend on tax preparation and planning. This allows them to optimize their billable hours and their bottom line.The problem is they are saving you a nickel on your tax bill, while costing you a dollar in tax savings. We NEVER bill hourly. We charge fees based on the actual value we are able to provide to you as the client.
The right financial advisors are incredible and should be a key piece of your financial team. They will help you grow your wealth and achieve your financial goals. The best financial advisors incorporate tax advantaged-investing. This falls directly in-line with a full tax plan, but it is only one small piece of the full puzzle. We work with your financial advisor to ensure the full tax plan we create and implement with you falls in line with the rest of your financial goals.
$0. You will never be billed hourly for our work. For tax planning, we only charge you for the work we do which provides actual value to you. In this way, we are both working towards the same mutual goal – tax savings. Both the initial consultation call and discovery session are complimentary.
You only pay for tax planning if you decide you want us to move forward with creating and implementing a tax plan for you. In order for us to begin creating the tax plan, the planning fee must be paid in full. If after the creation and of the tax plan, you are not 100% satisfied with the plan, we will provide a full refund of your tax plan fee. Our tax maintenance packages work the same way. Our fees are always completely transparent and fully disclosed. You will only ever pay a fee which you understand and have agreed to pay.
We’re committed to making tax planning simple and effective. Browse our FAQs to learn more about our services, processes, and how we can help you achieve financial success.
Hear From St. Louis Clients Who Trust Us to Maximize Their Savings
Posted on Dan Lewkowicz2. October, 2024Trustindex verifies that the original source of the review is Google. Payton Gillis, CPA is an absolutely incredible resource! I’ve spoken on two different webinars with Payton and was blown away by his knowledge and presentation. I would recommend any real estate investor looking for a top notch CPA who specializes in real estate to reach out to Payton ASAP!Posted on Joshua Littrell5. April, 2024Trustindex verifies that the original source of the review is Google. Payton is spot on. He will transform your tax game strategy. I highly recommend him to anyone.Posted on Ben Auton2. January, 2024Trustindex verifies that the original source of the review is Google. Tax Game Place is fantastic to work with. High-effective strategies for managing your taxes.Posted on Nick Brunnworth14. November, 2023Trustindex verifies that the original source of the review is Google. Great job Payton! Very informative and I thought you did a fantastic job of answering specific questions!Posted on josh wiesler7. November, 2023Trustindex verifies that the original source of the review is Google. Payton is amazing at helping put taxes into an understandable formatPosted on Greg Smart6. November, 2023Trustindex verifies that the original source of the review is Google. The Tax Game Plan seminar was very imformative! I would highly recommend it for any real estate investor.Posted on Cheryl Behlmann6. November, 2023Trustindex verifies that the original source of the review is Google. Their presentation was entertaining and informative.Posted on Sean Lichterman6. November, 2023Trustindex verifies that the original source of the review is Google. I had the privilege of working side by side with Payton, and I can confidently say that he is a top-notch CPA! Payton's knowledge of tax strategies is simply outstanding. He not only understands the complexities of the tax code but has a knack for explaining it in a way that's easy to grasp. His dedication to finding the best tax solutions for his clients is truly commendable. If you're looking for a CPA who truly understands real estate and business tax strategies to help you navigate this complex landscape and maximize your benefits, Payton is the one to call.Posted on Christie Morrison4. November, 2023Trustindex verifies that the original source of the review is Google. Payton with Tax Game Plan is a wealth of knowledge and tax savings that are often missed. Highly recommend Tax Game Plan to my fellow agents and all real estate investors!
Still have questions or ready to get started? Contact Tax Game Plan, LLC today to learn how we can help you save more on taxes and simplify your financial life.
Tax Game Plan, LLC: Proactive tax planning and consulting services tailored to help you save more and achieve financial success. Serving St. Louis and beyond.
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