Tax Advisory Plans
Complimentary Strategy Call – $199 Value, Free
Before we begin, let’s see if we’re the right fit. In this 30-minute consultation, we’ll explore your current tax burden, goals, and missed opportunities. You’ll leave with clarity on whether we can save you thousands in taxes this year — with no obligation to proceed.
Essentials Tax Strategy
Tier 1 Starting at:
For new business owners and professionals who want simple, strategic guidance.
Includes:
- Annual 1-on-1 Tax Planning Session
- Customized Estimated Tax Payment Plan
- Business Entity Review (LLC vs. S-Corp)
- IRS Compliance Alerts & Due Date Reminders
- Email Access to a Tax Advisor (3 queries/quarter)
Growth Tax Strategy
Tier 2 Starting at:
Ideal for scaling businesses, multi-income households, or side-hustlers seeking optimization.
Includes:
- All features of Tier 1, plus:
- Quarterly 1-on-1 Planning Sessions
- 2-Year Retroactive Tax Return Review
- IRS Liability Forecasting (Current Year)
- Customized Tax Savings Blueprint
- Strategic Compensation & Retirement Planning (Solo 401k, SEP, etc.)
- Phone & Email Support (up to 60 mins/month)
- Mid-year Adjustment Reviews
Elite Tax Strategy & Implementation
Tier 3 Starting at:
For high-net-worth individuals, investors, and business owners with multi-entity structures.
Includes:
- All features of Tier 2, plus:
- Monthly Tax Strategy Sessions
- Monthly Tax Strategy Sessions
- Multi-Entity Tax Planning & Flow-Through Optimization
- Real Estate Tax Strategies (1031 Exchange, Cost Seg, Passive Loss Unlock)
- Full Audit Support & IRS Representation (Limited Scope)
- Coordination with Attorneys, CPAs, and Financial Advisors
- Unlimited Priority Communication (Email & Phone)
100% Value Guarantee: If we don’t identify tax savings worth at least 3x your investment, we’ll refund your advisory fee — no questions asked.
Others Services Plans
Tax Preparation Services
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Individual Tax Return (Basic) – Starting at $275
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Business Tax Return & Franchise Tax – Starting at $675
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Complex Returns (multi-state, rentals, investments, etc.) Custom Quote
Accounting Solutions
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Monthly Bookkeeping – Starting at $250/month
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Financial Statements & Reports Included with bookkeeping
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Virtual CFO Services Custom Quote
Payroll Processing Services
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Payroll Services (up to 5 employees) $175/month
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Additional Employees Custom Quote
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Quarterly & Year-End Payroll Reports (W-2s, 1099s) Included
Business Consulting & Formation Services
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LLC or Corporation Formation (includes EIN) – Starting at $450
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Operating Agreements & Compliance Filings – Starting at $250
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Business Consulting/Advisory $150/hour
FAQ Question
Your questions, answered
