Tax Planning & Advice
Annual Memberships
Minimize taxes, maximize income, build wealth with CayDen's proactive tax planning and advice.
Membership Services & Pricing
CayDen Tax Planning & Advice Membership
$600
Annually, or $55 per month
*Tax services are provided by CayDen Consulting & Tax, a separate but affiliated company.
What it includes:
-
Yearly Tax Return Review
-
Annual Tax Minimization Plan
-
Maximize Cash Flow By Dialing In Withholding
-
Discounted Annual Tax Filing Services:
-
$400 1040 Filing & 1 State
-
Additional fees per schedule.
-
-
-
Year-round Support
Plan, Save, & Invest To Build Wealth & Reach Your Goals
Minimize Taxes With Proactive Planning & Advice
Minimize Taxes, Maximize Cash Flow, & Grow Your Wealth With Proactive Financial Planning & Professional Investment Management.
Maximize Cash Flow To Save More
CFO services for you and your household for tax-efficient financial management. Create a personalized Spending & Savings Plan.
Maximize Tax Advantaged Accounts
Put your money to work for you, investing in stock and bond index fund portfolios that align with your goals, timeframe, and tolerance for risk.
1. Schedule Your Free Tax Return Review
1. Schedule Your Meeting
2. Upload Your Most Recent Tax Return For Review.
3. Upload Two Recent Paystubs For Review
2. We Analyze Your Information & Build Minimization Strategies
We review and analyze your Tax Return and Asset Map to gain a clear understanding of your financial situation and build your tax minimization strategies.
3. Your Free Tax Return Review Meeting
Once we have gathered your information, reviewed and analyzed your financial situation, and built your tax minimization strategies, we will then show you
your tax savings opportunities and your overall Tax Minimization Plan.