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How It Works

A tax strategy you can actually use.

Qualification

Who the assessment is designed for.

JJ Consulting is designed for established business owners with at least $400,000 in business revenue, households earning at least $300,000, or taxpayers paying at least $35,000 per year in combined taxes.

Investment

A good tax plan should make financial sense.

Tax Strategy Assessment

$3,000

The Tax Strategy Assessment is $3,000. Annual planning and implementation fees are based on complexity and the level of estimated opportunity. We will explain the scope and fee before you commit.

FAQ

Questions Before You Book

What is the difference between tax preparation and tax strategy?
Tax preparation reports transactions that already happened. Tax strategy looks forward and helps you make informed decisions before important deadlines.
Do I have to change tax preparers?
No. JJ Consulting can coordinate with your existing professional or provide preparation and planning together, depending on what you need.
Do you work with equine businesses?
Yes. Equine businesses are a major area of focus, including boarding, training, breeding, riding academies, farms, and horse-related assets.
Can you guarantee how much I will save?
No ethical tax professional can promise a specific result without reviewing your complete facts. We identify opportunities, estimate potential impact, explain the requirements, and help you decide what makes sense.
When should I start planning?
As early as possible. Many strategies must be implemented before December 31, before an asset is purchased or sold, or before a transaction is completed.
Can you work with me if I live outside Minnesota?
Yes. JJ Consulting works remotely with business owners in multiple states.
What will you need from me?
After the initial fit call, we may request prior tax returns, current financial statements, payroll information, entity documents, and a list of your goals. Sensitive documents must be uploaded through the secure client portal—not through the website form.
Who is the Tax Strategy Assessment designed for?
It is designed for established business owners with at least $400,000 in business revenue, households earning at least $300,000, or taxpayers paying at least $35,000 per year in combined taxes.
How much does the Tax Strategy Assessment cost?
The Tax Strategy Assessment is $3,000. If ongoing planning or implementation is recommended, you will receive a separate scope and fee before moving forward.
Book My Tax Strategy Call