Getting Started

Our process is intentionally different...

If you’ve ever met with your tax accountant for less than three hours per year, you may have experienced unanswered questions or wished to explore more optimal, results-driven scenarios. At Arrow Exchange Tax Solutions, we aim to ensure your tax liability and elections are accurate, thorough, and goal-oriented. Our 16 years of experience and education enable us to serve our clients best using this methodology. From your first interaction with us, you’ll find the experience valuable. Our process of collecting information before we meet helps us facilitate a collaborative and meaningful initial consultation. 

Our Services

Family & Business Tax Planning

Tax Planning for Income

Tax Monitoring (transcripts)

Tax plan implementation

Audit assurance packages

Tax Preparation

Client Advisory Services 

Bookkeeping

Tax Resolution

Who We Serve 

Arrow Exchange Tax Solutions is dedicated to saving our clients the most money on taxes. As a Certified Tax Planner with special training in high net worth tax planning, our tax firm has years of experience creating personal tax solutions for business owners and individuals.

Our tax services are best suited for:

At Arrow Exchange Tax Solutions, we strive to make your tax planning experience as seamless as possible. Our process is designed to ensure you receive the best service right from the start. We are not your typical tax professional, so our onboarding process may differ.


If you’re interested in becoming a client, please complete the following steps. This ensures that you are serious about tax planning and ready to provide information that will help us determine if we are a good fit for you.


Step 1: Create an Account
Begin by creating an account on our TaxDome client portal. This secure platform will be your hub for all tax-related activities. This will allow you to complete our questionnaire and upload the initial documents needed prior to us contacting you. Click here to create account.


Step 2: Complete Our Questionnaire
Once your account is set up, please complete our detailed questionnaire. This helps us understand your specific needs and tailor our services accordingly.


Step 3: We Will Contact You
After reviewing your information, our team will reach out to discuss your tax planning needs and the next steps. 


Which Tax Strategy is right for you?

We offer three stages to fit your tax situation or goals whether long or short term.

Genesis

Genesis is for real estate investors and business owners (or future real estate investors and business owners) who own 1 or less properties and 1 or less businesses. You're just beginning (or thinking about beginning) your business or real estate investing.

Your early goals are:

In this stage your Certified Tax Planner will help you:


Emerging

Emerging is for business owners who have a fairly straightforward business and/or are just venturing into real estate investing. The Emerging Stage covers the widest range, depending on how long you’ve been going and how much your business and/or investments have grown.

In this stage, your Certified Tax Planner will help you:

Your Certified Tax Planner is also going to help you plan for the move to the Breakthrough Stage - a place where you create wealth from your assets rather than your earned income, and reduce your overall effective tax rate.

Breakthrough

Breakthrough is for business owners who have multiple businesses and/or real estate investors with more than 2 properties. You have multiple opportunities for tax planning through structuring how you hold your investments. This stage includes planning on more than one level by looking at each business/real estate investment for opportunities to shift income and lower your tax bracket.

In this stage, your Certified Tax Planner will help you: