A TAX DIAGNOSTIC REVIEW, JUST RIGHT FOR YOU

A TAX DIAGNOSTIC REVIEW, JUST RIGHT FOR YOU

At Fortuous, we believe in commitment and care. Commitment to being pro-active problem solvers, not just passive number crunchers and personal care for each and every client and their business.

Until recently, there has been no universal system for, reviewing your overall affairs and motives, and applying tax legislation to your situation, to see where you may benefit from advice retrospectively, presently and in the future. 

That’s why we’ve invested in market leading technology to enable us to deliver a tax diagnostic review service that is not widely available to business owners.

32 WAYS TO GET MORE VALUE

In our ‘Extracting Value’ tax diagnostic review we will identify all the: tax advice needs, tax saving opportunities, allowances, incentives and reliefs, applicable to your business.

The review covers up to 32 tax efficient ways to take the maximum value out of your business. These are things that relate to you, your family, your life, your business.

Let’s make sure you’re doing them as tax efficiently as possible!

WHAT’S INCLUDED

As part of the tax diagnostic review we will:

  • Complete a full analysis of the 32 ways to identify all the tax advice needs, tax saving opportunities, allowances, incentives and reliefs, applicable to your business.

  • Produce a detailed report outlining all the tax advice needs, tax saving opportunities, allowances, incentives and reliefs, applicable specifically to your business.

  • Produce an action plan outlining the priority areas for you and your business to focus on, including estimated tax savings and quotes for the delivery of recommended tax advice.

WHAT TO EXPECT

If you’re already liking what you see, here’s a bit more on what to expect when deliver the review service:

Tax Diagnostic Analysis

We will complete the diagnostic review analysis & schedule a date to discuss our initial findings with you

Initial Results Discussion

On a 30-minute call we’ll briefly discuss the findings of the report, clarifying any required details, so we can produce the final report and recommendations for action.

Final report & Recommendations

We will produce the final report and recommendations for action, including estimated tax savings and quotes for the delivery of any tax advice.
(This step take 1-2 weeks)

Action
Meeting

In a 60-minute meeting we’ll provide a detailed report, action summary and present our recommendations to take forward the tax advice identified for you and your business.

TAX DIAGNOSTIC ANALYSIS

We will complete the diagnostic review
analysis & schedule a date to discuss
our initial findings with y

01

Initial Results Discussion

On a 30-minute call we’ll briefly discuss the findings of the report, clarifying any required details, so we can produce the final report and recommendations for action.

02

Final report & Recommendations

We will produce the final report and recommendations for action, including estimated tax savings and quotes for the delivery of any tax advice.
(This step take 1-2 weeks)

03

Action Meeting

In a 60-minute meeting we’ll provide a detailed report, action summary and present our recommendations to take forward the tax advice identified for you and your business.

04

If we book the initial results discussion and action meeting at the start, you should have your report and action plan within 3-4 weeks.

FEES

The ‘Extracting Value’ tax diagnostic review is suitable for small stable businesses that are keen to explore the different ways to tax efficiently put things through the business, or take value out of the business to benefit yourself as a business owner

Tax Advice

At the end of your tax diagnostic review, tax advice will be identified to improve your tax position, to make a future saving, or to get cash back into your business.

Where tax advice is identified, we will provide calculated tax savings, a proposal of work and a quote for the delivery.

All tax advice will be quoted for separate from the tax diagnostic review fee.
BOOK A TAX DIAGNOSTIC REVIEW, JUST RIGHT FOR YOU!

The likelihood is you’re not currently maximising all the tax saving opportunities available to you – and you could be missing out. Book your tax diagnostic review, get full control and peace of mind you’re getting the most value you can.