How to get Started?

How to Get Your Tax Strategy

At Arrow Exchange Tax Solutions we specialize in designing tax planning strategies that are aimed at both your business and personal tax situation. As a Certified Tax Planner, we know how to leverage every available tax credit, deduction, and loophole to legally reduce your tax obligations and ensure you never pay one dollar more the U.S. tax code requires.

Working with us is not only easy and convenient but it also makes financial sense. Are you ready to get your money-saving tax strategy? 

Here’s how it works:

Contact Us

To get started, contact us at 423-400-8680 or info@aetaxsolutions.com, mention you are interested in a Tax Discovery Session.  We’ll ask questions about your current situation and where you’d like to be down the road; from this we will send a comprehensive email with the next steps such as detailed list of documents needed (such as copies of past tax returns and any other information you can tell us about where your money goes), client portal invite, payment instructions, scheduling link and more. 

Complete a Tax Organizer

Next, you’ll complete a brief questionnaire to provide more detail about your investments and your business entities (S Corporation, LLC, Limited Partnership, etc.). 

Schedule your Tax Discovery Session

We ask that we receive your requested documents within 72 hours prior to your appointment. Once we have received your documents you will be able to schedule your Tax Discovery Session at your convenience. 

Get Your Proactive Tax Strategy

We’ll use all of this data to explore a variety of options to minimize and eliminate taxes for you and disclose some options during your Tax Discovery Session.  We then incorporate all of these ideas into a comprehensive tax strategy that we write-up and deliver to you. Your tax strategy is presented in a way that’s easy to understand and interpret but, just to be sure you don’t miss anything, we schedule a follow-up appointment to answer any questions.

Put Your Tax Plan in Motion

We don’t just drop your tax strategy and run. We want to become your trusted advisor so we’ll be by your side to help you implement your tax plan and see big savings on your taxes. Our reliable tax-focused guidance will help you grow your wealth, build your business, and meet your financial goals.

Find out how Arrow Exchange Tax Solutions can create an effective tax strategy that works year-round to proactively limit your tax exposure.