For Athletes & Entertainers
We are the perfect team for you when…
You’re an Athlete: Looking to focus on the field and what matters most to you which is your career, build your brand, and secure your financial future after your playing days.
You’re Committed to Growth: Ready to invest in your financial education and make informed decisions for your future.
You Want to Build a Legacy: Aiming to create
a sustainable financial foundation for yourself
and your family.
To get started with building your service package, simply choose your main service tier based on your current needs.
Amateur Draft - Getting drafted soon!
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Tax Roadmap
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Annual Tax Return Preparation and Filing
- Federal and State(s)
- Estimated tax Projections
- Live meeting to discuss tax return results
- 2-3 Formal Tax Consultations
- Up to 2 tax plans during draft year.
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Bonus Services: Potentially savings thousands with our pro tax solutions.
- Continuous Email, Phone, and Video Call advisory support
- Tax recommendations updates and support
Minor League System - MILB
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Tax Roadmap
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Annual Tax Return Preparation and Filing
- Federal and State(s)
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​Bonus Services:
-Continuous support via text messages.
- Tax recommendations updates and support. -
Document management.
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Financial administration.
- Credit history capacitation & basic training.
Call-up to the Major League - TaxSquad or 40 man roster!
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Tax Roadmap
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Annual Tax Return Preparation and Filing
- Federal and State(s)
- 1 or 2 Formal Tax Consultation
- Up to 1 tax plan per year -
Ongoing Tax Strategy Adjustments.
- Regular reviews of tax strategies based on income changes and tax law update.
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Duty days assessment
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Creating strategies to minimize tax liabilities as income increases.
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Tax Notices Management
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Financial goals:
- Assess current financial condition.
- Financial administration.
- Document Management
- Basic techniques for managing cash flow effectively.
- Developing plans to efficiently pay off any existing debts.
- Credit utilization management.
- Advice on maintaining healthy credit utilization ratio.
Establishing a Major League Career - Arbitration and more!
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Tax Roadmap
-
Annual Tax Return Preparation and Filing
- Federal and State(s)
- 2 or 4 Formal Tax Consultation
- Up to 2 tax plan per year -
Ongoing Tax Strategy Adjustments:
- Regular reviews of tax strategies based on income changes and tax law update. -
Duty days assessment.
-
Creating strategies to minimize tax liabilities as income increases.
-
Tax Notices Management.
-
Bonus Services: Potentially saving thousands with our pro tax solutions.
- Continuous message and phone call advisory support.
- Tax recommendations updates and support. -
Financial goals:
- Financial Administration & Document Management.
- Day-To-Day Money Management.
- Basic techniques for managing cash flow effectively.
- Developing plans to efficiently pay off any existing debts.
- Referral Service Program & Collaboration.
We’ve got you covered!
STEP 1
CHOOSE YOUR MAIN SERVICE
