Strategic Tax Planning
Tax planning isn’t a luxury — it’s how you stop overpaying. We show you exactly what to adjust, what to optimize, and how to make the tax code work in your favor.
What’s Included
- - Detailed review of your current tax situation
- - Written summary of personalized recommendations
- - Action steps you can start implementing right away
- - Detailed income and tax projection for the year
- - S-corp evaluation if it makes sense for you
- - Retirement contribution and savings optimization
- - Credit and deduction maximization analysis
- - Estimated tax savings based on your plan
- - 6–10 page custom PDF tax plan
- - 10–15 minute recorded walkthrough of the full plan
- - Optional review call to go over everything together
What We Need From You
- - Your most recent tax return
- - A completed tax planning intake form
- - W-2s, 1099s, and any other income documents
- - Basic details about your business (if you own one)
- - Any big changes coming up (moves, job changes, etc.)
- - Your financial goals for the next 1–3 years
Who This Service Is Perfect For
- - W-2 earners who feel like they’re paying too much in taxes
- - New business owners who want a clear strategy from the start
- - Side hustlers and freelancers who want to stay ahead of tax season
- - People considering or already running an S-corp
- - Anyone who wants a real plan instead of last-minute guesses
- - Individuals who want to align taxes with long-term money goals
How the Process Works
- - Start by completing the secure online intake form
- - Upload your most recent tax return and supporting documents
- - We review everything, run the numbers, and build your strategy
- - You receive your written plan and recorded walkthrough
- - You implement the steps, with an optional call if you want extra support
Why Choose Novert Taxes? (The Novert Touch)
Tax planning at Novert Taxes isn’t about quick tricks — it’s about smart positioning. We look at where you are now, where you want to go, and how the tax code can help you get there without leaving money on the table.
The Novert Touch means:
- - You legally keep more of what you earn
- - You understand your tax strategy, not just your refund
- - You stop guessing and start making intentional money moves
- - You have a CPA building your plan, not software doing the bare minimum
Tax Strategy Review
Starts at $225
Perfect for:
W-2 earners
New business owners
Anyone who wants clarity without a full plan
What's Included:
Detailed review of your situation
Written summary of recommendations
5–10 minute video walkthrough
Action steps you can implement immediately
Optional 15–20 minute call ($50 add-on)
How It Works:
Complete the intake form
Upload last year's tax return
Receive summary + video in 3–5 business days
Full Tax Plan
Starts at $750
What's Included:
Detailed income + tax projection
S-corp evaluation (if relevant)
Retirement contribution optimization
Deduction & credit analysis
Strategy savings estimate
6–10 page PDF tax plan
10–15 minute video walkthrough
Optional 20-minute review call (included)
How It Works:
Fill out intake + upload documents
I run the numbers and build your plan
Receive your PDF + video
Optional review call if needed
