Tax Planning Packages

Why Tax Planning Matters
Tax planning is more than just minimizing what you owe—it’s a proactive approach to building wealth, protecting your assets, and staying ahead of costly surprises. Strategic planning can uncover overlooked deductions, optimize entity structures, and help you make smarter decisions throughout the year—not just at tax time. It also strengthens your audit protection by ensuring your documentation and compliance are rock solid. Whether you're a business owner, real estate investor, or high-income earner, tax planning gives you clarity, control, and confidence over your financial future.

1. Year-End Tax Planning – $1,200

Ideal for clients who want a one-time review before the end of the year.
Includes:

  • One year-end tax projection to estimate 2025 income and tax liability

  • One year-end planning meeting to address questions and finalize year-end moves

  • Unlimited email support through December 31st of current year

2. Bi-Annual Tax Planning – $1,750

Designed for clients who want more touchpoints during the year to stay ahead.
Includes:

  • Two planning meetings (mid-year and year-end)

  • Two detailed tax projections to estimate income and tax liability

  • Unlimited email support for 12 months from sign-on

3. Comprehensive Tax Plan – $4,995

Best for business owners and real estate investors seeking proactive, strategic tax planning.
Includes:

  • Three strategy meetings (typically mid-year, year-end, and one flexible)

  • A 20–40 page personalized tax planning report covering:

    • Business and rental property deductions & strategies

    • Audit preparedness (documentation, recordkeeping)

    • Advanced tax strategies (e.g., retirement planning, tax-advantaged investments)

  • Three detailed tax projections

  • Unlimited email support for 12 months from sign-on

4. Full Unlimited Planning – $9,995

Designed for clients seeking white-glove, year-round support and the most comprehensive tax strategy service available.
Includes:

  • Unlimited strategy meetings throughout the year (Zoom or phone)

  • A 20–40 page personalized tax planning report covering:

    • Business and rental property deductions & strategies

    • Audit preparedness (documentation, recordkeeping)

    • Advanced tax strategies (e.g., retirement planning, tax-advantaged investments)

  • Unlimited tax projections as income or circumstances change

  • Ongoing review of new investments, entity formations, or real estate acquisitions

  • Unlimited email support for 12 months from sign-on