Comprehensive Tax Plan – $5,995

Designed for business owners and real estate investors seeking proactive, strategic tax planning — not reactive tax preparation.

This engagement provides ongoing strategic guidance to help you make confident financial decisions throughout the year while minimizing tax liability and avoiding costly surprises.

What’s Included:

• Four personalized strategy sessions focused on optimizing your tax position and aligning tax strategy with your business and investment goals

• Advanced tax planning tailored to your situation, including entity optimization, retirement planning, real estate strategy, and tax-advantaged investment opportunities

• One comprehensive tax projection with two updates during the year to support proactive decision-making as income or circumstances change

• Unlimited email support for ongoing questions, planning guidance, and implementation support for 12 months from your start date

Investment & Payment Options:

The initial engagement fee may be paid in full at signing or divided into six equal monthly installments for your convenience. Installment plans are automated and secured at engagement through our client portal.

Ongoing Support:

Clients may renew in year two at a reduced fee of $2,000, which includes: (available to tax preparation clients only):

• Two strategy meetings per year
• Continued unlimited email support

Full Unlimited Tax Planning — $10,495

Designed for business owners and real estate investors seeking ongoing, proactive tax strategy — not reactive tax preparation.

This engagement provides year-round access to strategic tax guidance so you can make confident business, investment, and financial decisions with clarity and intention.

What’s Included

• Unlimited strategy meetings throughout the year (Zoom or phone), scheduled as needed based on your evolving tax and financial decisions

• Advanced tax planning tailored to your specific situation, including entity structuring, real estate strategy, retirement planning, and tax-advantaged investment opportunities

• Ongoing tax projections and scenario analysis as income, investments, or circumstances change

• Strategic review of new investments, entity formations, acquisitions, or major financial decisions before execution

• Unlimited email support for implementation guidance, planning questions, and ongoing advisory throughout your engagement

Investment & Payment Options

The investment for this engagement is $10,495.

Payment may be made in full at signing or divided into six equal monthly installments for your convenience. Installment plans are automated and secured at engagement through our client portal.

Ongoing Support & Renewal

Continued advisory support beyond the initial engagement is available exclusively to clients who maintain an active tax preparation relationship with our firm.

Eligible clients may renew in year two at a reduced fee of $2,000, which includes:

• Two strategy meetings per year
• Continued unlimited email support