Proactive Tax Planning

Helpful Information for Filing Income Taxes and Proactive Tax Planning

Lea Smith Johnson | Triple Crown Wealth Finance

Monthly Newsletters to keep you apprised of the most current planning options
Quarterly, semi-annual or annual reviews (dependent upon client preference and situation mandates)
Special reports on how to help reduce your taxes and other important topics
Special Gold Medal Service Events, including Client Appreciation Events (exclusive to you and guests)
Sessions with expert speakers on topics such as Social Security, Identity Theft, Asset Protection