We just added a tax planning team to our firm, and we are excited to see if we can save you from overpaying on taxes. Our process is simple and generates a lot of value for business owners and high-tax bracket employees:
Get to know us over a fifteen to thirty minute call.
Sign a NDA for your protection and upload tax returns to a secure upload portal.
My team and I analyze your tax situation and come back to you with a plan for capturing savings and creating value.
I walk you through what-if scenarios to help you make an informed decision about whether it is worth it for you to engage Bloomwood on a paid basis.
If Bloomwood cannot save you 20-50% on your tax bill, the tax plan generated for you is free of charge, and we will even help go over it with your tax professional in case you want to use the plan.
Please note that Bloomwood works IN TANDEM with your CPA, tax preparer, and/or accounting firm and is NOT a replacement for your tax preparer, CPA, and/or accountant.
Disclosures
Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
For additional information about Bloomwood, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you engage our firm for advisory services.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
The views expressed in this commentary are subject to change based on the market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
Bloomwood is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Bloomwood and its representatives are properly licensed or exempt from licensure. 730 Starlight Lane, Atlanta, GA 30342.
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