How We Work
A
A
A
calm,
calm,
calm,
deliberate
deliberate
deliberate
path
path
path
from
from
from
first
first
first
call
call
call
to
to
to
lasting
lasting
lasting
relationship.
relationship.
relationship.
How We Work
We follow one method, and we follow it every time. We call it CARE: Consult, Assess, Results, Execute.
We follow one method, and we follow it every time. We call it CARE: Consult, Assess, Results, Execute.
Book a Consult
Book a Consult
Book a Consult
↗︎
the care method
Four steps.
Consult
C
First, we find out if we belong together.
The Consult is our first interaction with a potential client. We ask questions that guide you through a journey of discovery, so we can understand your situation, what you have implemented, and where you want to go. It is free, about thirty minutes, in person or by video.
Assess
A
Then we go deep.
The Tax Savings Assessment is booked within seven days. We conduct a deep dive into your income, investments, business, family, and goals, review your last two tax returns for missed opportunities, and project your current-year income and tax liability.
Results
R
Then we show you the plan, and the number.
Within seven days we combine the deep dive, your prior returns, and your projection into a Personalized Tax Savings Plan, delivered live in a sixty-minute call, showing the projected savings and the gap between doing nothing and implementing.
Execute
E
Then we make it happen.
We implement the strategies and deliver the results. Strategies fulfilled, providers connected, documents executed, and adjustments made through the year as your income, business, and life change.
the care method
No scramble.
First, we find out if we belong together.
Then we go deep.
Then we show you the plan, and the number.
Then we make it happen.
The Consult is our first interaction with a potential client. We ask questions that guide you through a journey of discovery, so we can understand your situation, what you have implemented, and where you want to go. It is free, about thirty minutes, in person or by video.
The Tax Savings Assessment is booked within seven days. We conduct a deep dive into your income, investments, business, family, and goals, review your last two tax returns for missed opportunities, and project your current-year income and tax liability.
Within seven days we combine the deep dive, your prior returns, and your projection into a Personalized Tax Savings Plan, delivered live in a sixty-minute call, showing the projected savings and the gap between doing nothing and implementing.
We implement the strategies and deliver the results. Strategies fulfilled, providers connected, documents executed, and adjustments made through the year as your income, business, and life change.
the care method
Four steps.
Consult
C
First, we find out if we belong together.
The Consult is our first interaction with a potential client. We ask questions that guide you through a journey of discovery, so we can understand your situation, what you have implemented, and where you want to go. It is free, about thirty minutes, in person or by video.
Assess
A
Then we go deep.
The Tax Savings Assessment is booked within seven days. We conduct a deep dive into your income, investments, business, family, and goals, review your last two tax returns for missed opportunities, and project your current-year income and tax liability.
Results
R
Then we show you the plan, and the number.
Within seven days we combine the deep dive, your prior returns, and your projection into a Personalized Tax Savings Plan, delivered live in a sixty-minute call, showing the projected savings and the gap between doing nothing and implementing.
Execute
E
Then we make it happen.
We implement the strategies and deliver the results. Strategies fulfilled, providers connected, documents executed, and adjustments made through the year as your income, business, and life change.
the care method
No scramble.
First, we find out if we belong together.
Then we go deep.
Then we show you the plan, and the number.
Then we make it happen.
The Consult is our first interaction with a potential client. We ask questions that guide you through a journey of discovery, so we can understand your situation, what you have implemented, and where you want to go. It is free, about thirty minutes, in person or by video.
The Tax Savings Assessment is booked within seven days. We conduct a deep dive into your income, investments, business, family, and goals, review your last two tax returns for missed opportunities, and project your current-year income and tax liability.
Within seven days we combine the deep dive, your prior returns, and your projection into a Personalized Tax Savings Plan, delivered live in a sixty-minute call, showing the projected savings and the gap between doing nothing and implementing.
We implement the strategies and deliver the results. Strategies fulfilled, providers connected, documents executed, and adjustments made through the year as your income, business, and life change.
the care method
Four steps.
Consult
C
First, we find out if we belong together.
The Consult is our first interaction with a potential client. We ask questions that guide you through a journey of discovery, so we can understand your situation, what you have implemented, and where you want to go. It is free, about thirty minutes, in person or by video.
Assess
A
Then we go deep.
The Tax Savings Assessment is booked within seven days. We conduct a deep dive into your income, investments, business, family, and goals, review your last two tax returns for missed opportunities, and project your current-year income and tax liability.
Results
R
Then we show you the plan, and the number.
Within seven days we combine the deep dive, your prior returns, and your projection into a Personalized Tax Savings Plan, delivered live in a sixty-minute call, showing the projected savings and the gap between doing nothing and implementing.
Execute
E
Then we make it happen.
We implement the strategies and deliver the results. Strategies fulfilled, providers connected, documents executed, and adjustments made through the year as your income, business, and life change.
Built for people with real tax exposure.
Built for people with real tax exposure.
Built for people with real tax exposure.
TaxIQ advisory does its best work for clients who have the most to gain from proactive strategy.
TaxIQ advisory does its best work for clients who have the most to gain from proactive strategy.
TaxIQ advisory does its best work for clients who have the most to gain from proactive strategy.
Projected tax liability is above $50,000
Projected tax liability is above $50,000
Projected tax liability is above $50,000
Business owner, especially in real estate or healthcare
Business owner, especially in real estate or healthcare
Business owner, especially in real estate or healthcare
Within ten years of retirement
Within ten years of retirement
Within ten years of retirement
Annual taxable income is above $300,000 ($200,000 if you file single)
Annual taxable income is above $300,000 ($200,000 if you file single)
Annual taxable income is above $300,000 ($200,000 if you file single)
We also work with W-2 employees and independent contractors across every profession and life stage. Before we begin, we confirm together that we are a good fit, that your bookkeeping is current, and that the thresholds are met.
We also work with W-2 employees and independent contractors across every profession and life stage. Before we begin, we confirm together that we are a good fit, that your bookkeeping is current, and that the thresholds are met.
We also work with W-2 employees and independent contractors across every profession and life stage. Before we begin, we confirm together that we are a good fit, that your bookkeeping is current, and that the thresholds are met.
Unless we see significant growth potential, we are not the right fit for clients below the taxable-income thresholds. Being clear about that early is part of respecting your time and ours.
Unless we see significant growth potential, we are not the right fit for clients below the taxable-income thresholds. Being clear about that early is part of respecting your time and ours.
Unless we see significant growth potential, we are not the right fit for clients below the taxable-income thresholds. Being clear about that early is part of respecting your time and ours.
Taxes should not be something you brace for once a year. They should be something you seldom worry about, because I am already handling it. I start with a deep, comprehensive look at your full financial picture, then stay close to it, adjusting quarterly as your income, business, and life change.
Taxes should not be something you brace for once a year. They should be something you seldom worry about, because I am already handling it. I start with a deep, comprehensive look at your full financial picture, then stay close to it, adjusting quarterly as your income, business, and life change.
Taxes should not be something you brace for once a year. They should be something you seldom worry about, because I am already handling it. I start with a deep, comprehensive look at your full financial picture, then stay close to it, adjusting quarterly as your income, business, and life change.
You should seldom have to think about your taxes.
You should seldom have to think about your taxes.
You should seldom have to think about your taxes.
I am responsive to your concerns and to change, and my clients have direct access to reach me. My clients do not wonder what is happening with their taxes. They already know, because we have a detailed, comprehensive annual plan that is followed and adjusted as needed.
I am responsive to your concerns and to change, and my clients have direct access to reach me. My clients do not wonder what is happening with their taxes. They already know, because we have a detailed, comprehensive annual plan that is followed and adjusted as needed.
I am responsive to your concerns and to change, and my clients have direct access to reach me. My clients do not wonder what is happening with their taxes. They already know, because we have a detailed, comprehensive annual plan that is followed and adjusted as needed.
See exactly what is included.
See exactly what is included.
See exactly what is included.
The full scope of services, and what the first step costs.
The full scope of services, and what the first step costs.
The full scope of services, and what the first step costs.
Explore Services
Explore Services
Explore Services
↗︎
a DBA of Cedar Financial
Proactive, year-round tax strategy for high-income households and business owners.
Hours
Mon–Thu 8–4 PT
Fri 8–12 PT
Cedar Financial Inc, DBA TaxIQ Advisory. The content on this website is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Use of this website, submission of a contact form, or general email correspondence does not create a CPA-client relationship; a CPA-client relationship is established only upon execution of a signed engagement letter. Jason S. Mitchell, CPA, is licensed in Nevada (License No. CPA-3427). Full disclaimers, Circular 230 notice, and Privacy Policy appear on the live site footer.
a DBA of Cedar Financial
Proactive, year-round tax strategy for high-income households and business owners.
Hours
Mon–Thu 8–4 PT
Fri 8–12 PT
Cedar Financial Inc, DBA TaxIQ Advisory. The content on this website is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Use of this website, submission of a contact form, or general email correspondence does not create a CPA-client relationship; a CPA-client relationship is established only upon execution of a signed engagement letter. Jason S. Mitchell, CPA, is licensed in Nevada (License No. CPA-3427). Full disclaimers, Circular 230 notice, and Privacy Policy appear on the live site footer.
a DBA of Cedar Financial
Proactive, year-round tax strategy for high-income households and business owners.
Hours
Mon–Thu 8–4 PT
Fri 8–12 PT
Cedar Financial Inc, DBA TaxIQ Advisory. The content on this website is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Use of this website, submission of a contact form, or general email correspondence does not create a CPA-client relationship; a CPA-client relationship is established only upon execution of a signed engagement letter. Jason S. Mitchell, CPA, is licensed in Nevada (License No. CPA-3427). Full disclaimers, Circular 230 notice, and Privacy Policy appear on the live site footer.