CONGRATULATIONS ON YOUR PURCHASE
Welcome to Advanced Wealth Protection
Congratulations and welcome to our team here at Advanced Tax Group. We are so happy to be working with you to protect yourself and your wealth. We look forward to a long and prosperous relationship with you.
You have engaged our firm to help you with one or multiple items related to your wealth protection. If you have any questions about this purchase, you can reach our office at 833.414.0800 or email us at email@example.com
For your purchase of services, we will need to begin the process by collecting additional information and scheduling calls with our experts to help you. Below you will find a description of each service purchased and next steps.
Whether you need one or multiple business entities set up, we have you covered!
Tax Preparation & Support
Filing taxes is not fun, paying taxes is even less fun… not to worry, our tax experts will ensure you have a pain free tax experience each year
The foundation of your estate and its ability to thrive for generations is your trust. Our expert estate plan attorney will get your affairs in order and plan in place
Wealth Protection Services
Unlimited Entity Formation
If you purchased our Unlimited Entity Formation package then you now can set as many entities in the US with Advanced Tax Group as you keep your account current. Each time you request a new entity to be set up, you will be asked to pay the state filing fee and registered agent fees, if required, and we will take care of the rest. In order to get the entity set up we will need to know what state you wish to set up in and 2 name options for the entity so we can get them approved by the state. As soon as you are ready to set up your entity please call or email us to get the process started.
**IF YOU HAVE NOT PROVIDED NAMES FOR YOUR LLC, WE WILL STILL NEED TO GET THESE FROM YOU IN ORDER TO PROCEED**
Our goal is to make sure you can save big on taxes. Even if you are just getting started, make sure you are protected personally from any business liability, and help you take advantage of the funding options you have as a business.
If you purchased our Tax Preparation package, as a new client of Advanced Tax Group and accounting partners, we will be supporting you and your business with your tax needs. You will receive a CPA who will be preparing your taxes each year and supporting you with unlimited question access. To begin this process we need to schedule you with your initial Welcome/ Orientation call. This is a brief 20 minute call to get access to our document portal where you will upload your tax documents to your CPA for review and preparation. Once you have uploaded your documents and have been assigned a CPA, you can then reach out anytime for support.
We are excited to help you set up one of the most important documents of your life. When set up properly, a trust will avoid probate, avoid or reduce death taxes and create peace of mind that money can’t buy. We will need to collect information from you in order to complete your trust properly. As a way of simplifying this process we have attached a Blueprint Questionnaire for you to fill out and return to us. This questionnaire will guide us in the process of completing your trust according to your wishes and desires.
Once you have completed the questionnaire, you will need to save the completed document by going to “File” and clicking on “Save As.” Save the file as “(YOUR NAME).” You can then email the completed document to us at firstname.lastname@example.org. so that we can begin the document drafting process. You may email us if you have any questions at email@example.com.