Rubicon
Consulting & Management, LLC
Services
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This service level is our most basic, but probably more that you’ve been accustomed to in the past. The term “lookout” refers to a person on a ship who observes the sea for hazards, other ships, land, etc. Lookouts report anything they see and or hear so the captain and crew can make good decisions. Lookouts only report, they don’t steer or control the ship. We function as a lookout for your personal tax planning and other financial matters. We always remain objective, leaving it to you to be the captain of your own ship. Click here for more infomation about this plan. |
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A compass is a navigational instrument for determining a traveler’s direction relative to the Earth’s magnetic poles. The invention of the compass greatly improved the safety and efficiency of travel, especially on the open ocean. Our compass clients require more attention to their taxes relative to their businesses. Compass clients receive everything in the Lookout service model, as well as preparation of their business taxes and related guidance. Click here for more infomation about this plan. |
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This is where we spend most of our time. A navigator is the person on a ship whose primary responsibility is to be aware of the ship position at all times. The navigator plans the journey, advises the Captain of estimated timing to destinations while en route, and ensures hazards are avoided. As your navigator, we ensure you reach your financial goals by planning with you to legally minimize taxes, operate your practice efficiently, and make appropriate financial decisions so you reach your financial destination as smoothly and efficiently as possible. Click here for more infomation about this plan. |
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Rubicon Consulting & Management, LLC 10808 River Front Parkway Suite 385 South Jordan, UT, 84095 Office: (801)984-8070 Fax: (801)984-4339 |
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