I believe you, your family, your business, and your financial matters are important. I believe you are important enough to spend time with to get to know you better. I believe through Strategic Planning, we can improve your business and financial matters thereby improving your and your family’s life.

What do I do?

I want to walk in step with you instead of merely doing. I want to be proactive in your business, tax, and financial matters instead of only being reactive by meeting with you at year end; in other words – Strategic Planning. I believe that forming this type of relationship will benefit both of us.

Strategic Planning is:

  • Talking with you on a regular basis, perhaps quarterly, so I understand the events of your business and life
  • Tax planning going forward instead of merely looking back
  • Working with you to help you achieve your business and personal goals

Results are:

  • Minimize your taxes because I better understand your unique circumstances and business details
  • You have an increased understanding of your financial matters 
  • You have great comfort knowing there is a well thought out plan in place

In this way your corporate tax returns, financial statements, and personal tax returns that I prepare are all done within the context of proactive Strategic Planning. 

Who do I do it for?

  • An optimal fit is a business owner who wants me to integrate their corporate and personal matters within a context of proactive Strategic Planning.

How do I do this?

  • Quarterly meetings via phone or video conference (eg. Ring Central or Zoom)

  • Unlimited access to me via e-mail and phone

  • Integrate your other team members whenever possible eg. Investment advisor and lawyer

  • Up front fixed pricing (never receive a surprise invoice again!)

  • Service level options

  • Satisfaction guarantee

If this is something that excites you, it would be my pleasure to speak with you!

Please feel free to call me at 647.494.7951 or e-mail me at jordan@kuyven.com.