![home-taylor-img home-taylor-img](https://info.holistiplan.com/hs-fs/hubfs/home-taylor-img.png?width=740&height=880&name=home-taylor-img.png)
Case Study
Tax Planning Simplified: The Process Taylor Schulte of Define
Financial Uses to Make Tax Planning Easy with Holistiplan
What’s Inside?
Taylor Schulte and his team at Define Financial in San Diego created a process to make the most of Holistiplan, and that has made all the difference.
Learn how Schulte leveraged Holistiplan to automate a large portion of the tax planning process and meet his clients' goals.
![Screen Shot 2022-04-28 at 2.31.04 PM Screen Shot 2022-04-28 at 2.31.04 PM](https://info.holistiplan.com/hubfs/Screen%20Shot%202022-04-28%20at%202.31.04%20PM.jpeg)