Destination Tax Optimization

Image of tax paperwork

Do Not Be an Accidental Philanthropist

 

Tax Planning, Return Preparation, Income Analysis, and Power Plan

At Fox River Tax Centers, we help you plan the trip of a lifetime – to your retirement! It starts with what matters to you, and, combined with our risk analysis tools, the route becomes clear. T.R.I.P. refers to the Tax Planning, Return Preparation, Income Analysis, and Power Plan steps that make up our process. While each T.R.I.P. consists of the same approach, every journey is different.

At the beginning of your TRIP we identify FORM: Family, Occupation, Recreation, and Money. This is the “WHY” portion of your retirement goals, with Money being “HOW” it will be achieved. The plan we develop is reflective of your “WHY” – to get you where you’d like to be.

TRIP is also about “WHAT” matters to you. What you can control, what you cannot, and then bringing them together with discipline and process.

Fox River Tax Centers TRIP Process: Tax Planning, Return Preparation, Income Analysis, and Power Plan