Our Tax Strategy Framework

Our Tax Strategy Framework

The right tax strategy starts with where you are.

At Terrence A. Hawkins Tax Advisory Services, LLC, we understand that every client is at a different stage. Our Tax Strategy Framework helps us identify where you are today and determine the level of planning that best fits your current situation.

Our approach is built around three phases: Business Foundation, Business Optimization, and Advanced Tax Strategy.

PHASE 1 — BUSINESS FOUNDATION

Build the right foundation.

Designed for individuals who are starting a business, transitioning into 1099 income, or need to establish a stronger business foundation.

We help you understand the tax side of business ownership and establish the financial organization, documentation, and business practices needed to begin planning strategically.

Best suited for:

• New business owners
• 1099 contractors
• Home-based businesses
• Individuals transitioning from W-2 income into business ownership

The goal: Build the foundation correctly so your business can support legitimate tax-planning opportunities as it grows.

PHASE 2 — BUSINESS OPTIMIZATION

Optimize what you've already built.

If you already own a business, you may not need another foundation—you may need to make better use of the one you already have.

We review your existing business, accounting, and tax structure to identify opportunities for greater organization, efficiency, and proactive tax planning.

Optimization may include:

• Accounting and financial systems
• Business expense strategies
• Documentation and compliance
• Tax projections and planning
• Ongoing strategic guidance

The goal: Make sure your existing business is working as efficiently and strategically as possible.

PHASE 3 — ADVANCED TAX STRATEGY

As your income grows, your strategy should grow with it.

For clients with higher income, multiple businesses, investments, real estate, or more complex financial circumstances, additional planning opportunities may become available.

We conduct a comprehensive assessment to identify advanced strategies appropriate for your individual circumstances and provide ongoing guidance to help properly implement and maintain them.

Advanced planning may involve:

• Multi-year tax planning
• Business and entity strategies
• Real estate and investment strategies
• Advanced deduction opportunities
• Strategic coordination and implementation

The goal: Move beyond basic tax planning into a comprehensive, proactive strategy designed around your growing financial picture.

Why Our Tax Strategy Framework Works

• Meets you where you are

• Provides a clear starting point

• Allows your strategy to evolve as you grow

• Connects tax planning with your business and financial goals

You don't need every strategy today. You need the right strategy for where you are today—and a plan for where you're going.

Where Do You Fit?

Whether you're establishing your first business, looking to optimize an existing company, or ready for more advanced tax planning, we'll help determine the appropriate starting point.

Business Foundation → Business Optimization → Advanced Tax Strategy

Schedule Your Tax Strategy Consultation
Terrence A. Hawkins Tax Advisory Services, LLC Let's Chat!
Please feel free to use the contact button or our Ai powered chat assistant.
Please fill out the form and our team will get back to you shortly The form was sent successfully