Our 3-step approach
PEACE OF MIND • COMPREHENSIVE TAX ROADMAP • TEAM APPROACH • TAX SAVINGS STRATEGIES • RETURN ON INVESTMENT (ROI) • EXPERT GUIDANCE
PROACTIVE PLANNING
By implementing a proactive tax planning approach, we utilize customized tax strategies, which help lower your tax liabilities. We strongly believe the best approach to our client's financial life is to be proactive planners, rather than reactive responders.
DYNAMIC PLANNING
We work with your entire team to execute your tax plan; including your financial advisor, estate planning attorney, bookkeeper, and more. Don’t have a team yet? Not a problem! We can connect you with some of the best professionals in the business.
BREAK-EVEN PLANNING
Don't want to owe money or get a large tax refund? Let us help you take control of your cash flow all year. With our Break-Even Planning Strategy, we create a personalized tax plan to minimize April 15th surprises and give you full access to your funds year-round.
Why Choose Onyx
