GAIN CONFIDENCE IN YOUR TAX FILING NOW—DISCOVER STRATEGIES TO MAXIMIZE YOUR FUTURE
We’re on our way to helping you save taxes
Here’s what you can expect during our conversation:
Meeting Details:
Duration: 30 minutes
Location Options: Zoom, Google Meet, Microsoft Teams, or a phone call.
How to Schedule: Convenient online scheduling is preferred: Click Here to Schedule
Step 1: Introductions & Overview
We’ll begin with a quick introduction so you can learn more about Polzin Tax & Business Advisors and the TAXSCULPT™ planning process.
Step 2: Your Current Tax Landscape
We'll review your current tax picture, income sources, business or investment activity, and any recent tax surprises or concerns.
Step 3: Your Goals & Priorities
Whether it’s minimizing this year’s tax bill, planning for a business sale, or reducing long-term taxes in retirement—we want to understand what matters most to you.
Step 4: Strategy Spotlights
Based on your situation, we’ll outline key tax-saving opportunities you may not be taking advantage of—often across multiple years.
Step 5: Our Approach & Next Steps
We'll explain how we work with clients, what ongoing support looks like, and whether a TAXSCULPT™ plan or engagement is the right fit for you.
How to Prepare for Your Discovery Call
To make the most of our time together, it helps to have a clear picture of where you stand today. You don’t need to bring every document—but reviewing or gathering a few key items ahead of time will lead to a more productive conversation.
Helpful Information to Have Ready:
Your Most Recent Tax Return
We'll use this as a roadmap to identify missed opportunities and areas for improvement.A Rough Estimate of Your Income
Especially important if your income has changed or includes self-employment, rental properties, investments, or retirement withdrawals.Major Life or Financial Events
Buying/selling a business, moving states, marriage/divorce, kids in college, inheritance, retirement, etc.—these all impact your tax plan.Top Concerns or Questions
Jot down any areas where you're unsure, frustrated, or looking for smarter strategies. That’s where we come in
Not Required—But Worth Thinking About:
Do you feel like you're overpaying in taxes?
Are you confident your CPA or tax pro is doing more than just filing your return?
Are your tax, financial, and business decisions truly aligned?
You Don’t Need to Have it All Figured Out
This call is meant to be simple and helpful. Come as you are—we’ll do the heavy lifting.