How We Work
Your Path to Tax Wellness
Here at Medicus, we've designed a streamlined and collaborative process to empower your tax wellness journey. Check out what you can expect when you partner with us.
1. Initial Consultation
- Schedule a complimentary consultation to understand your unique tax situation, goals, and challenges. This is a chance for you to ask questions and get to know our team.
- Fill out the Intake Form attached to your initial consultation confirmation! We'll gather information about your income, expenses, assets, debts, and risk tolerance.
- Meeting Time! Based on your specific needs, we'll recommend a customized suite of services tailored to optimize your tax well-being.
2. Personalized Tax Planning
- Once we understand your unique situation, we'll collaborate with you to develop a comprehensive tax plan.
- Tax Compliance & Planning: Ensure accuracy and minimize your tax burden with efficient tax preparation and strategic tax planning tailored to maximize your after-tax income.
- Other Services: Depending on your needs, we may incorporate services like Accounting Oversight, Payroll Solutions, or Bookkeeping Services.
3. Implementation and Ongoing Support
- We'll guide you through implementing your personalized tax plan. This may involve setting up automatic investment contributions, optimizing your practice's payroll processes, or establishing a system for streamlined bookkeeping.
- We provide ongoing support and regular communication to ensure your tax plan remains aligned with your evolving needs and goals.
WE ARE HERE TO ASSIST YOU!
You may schedule check-ins to review your progress, address any questions you may have, and adapt your plan as needed based on life changes or economic shifts.