Schedule

SERVICES & PRICING

Tax Decisions Shape Your Wealth. We Make Sure They're the Right Ones.

From one-time diagnostic reviews to year-round strategic advisory, every service is built around one principle: taxes are a controllable variable, not an unavoidable annual cost.

WHERE EVERY ENGAGEMENT BEGINS

The Tax Optimization Session

Every client relationship begins here. The Tax Optimization Session is a structured, one-time deep-dive that gives you — and us — a complete picture of your tax position, what’s been missed, and what’s possible going forward.

This is not a sales call. It is a diagnostic process that produces a real, actionable strategy — regardless of whether you continue to an ongoing engagement.

Schedule Now

OUR NON-NEGOTIABLE PRINCIPLES

  • Full review of your last 2 years of tax returns
  • Current financial snapshot and position assessment
  • Strategic recommendations to reduce taxable income
  • Plain-English breakdown of savings potential
  • 1:1 advisory session with your tax strategist
  • Documented action plan with clear next steps

IDEAL FOR:

Business owners and professionals earning $150K+ who want to understand exactly where they stand — and what they’re leaving on the table.

ONGOING ADVISORY PARTNERSHIP

Three Levels of Partnership

All ongoing advisory engagements begin after a Tax Optimization Session. Investment reflects complexity and advisory depth — not negotiation.

COMPLIANCE FOUNDATION

$1,500 – $3,000 / year

ENTRY LEVEL

Designed for individuals and simpler businesses seeking compliance certainty with professional oversight. The foundation that ensures everything is accurate, filed correctly, and professionally managed.

WHAT’S INCLUDED

  • Federal and state tax preparation
  • Annual planning review
  • Secure client portal access
  • Basic advisory support

OUTCOME

Confidence that filings are accurate, compliant, and professionally managed. No surprises at filing time.

PROACTIVE TAX MANAGEMENT

$3,000 – $7,000 / year

MOST CLIENTS CHOOSE THIS

Designed for business owners seeking year-round modeling and structured control. This is where tax advisory starts to pay for itself — not by reducing compliance costs, but by eliminating the missed opportunities that compound into long-term inefficiency.

WHAT’S INCLUDED

  • Everything in Compliance Foundation
  • Quarterly tax planning & projections
  • Estimated tax optimization
  • Strategy implementation guidance
  • Priority advisor access year-round
  • Mid-year decision support

OUTCOME

Taxes become predictable through disciplined, ongoing decision infrastructure. Quarterly estimates become modeled projections, not guesses. Major financial decisions include tax impact before commitment.

STRATEGIC PARTNER / VIP

$8,000+ / year

ADVISORY DEPTH

For owners treating tax strategy as a core component of long-term wealth, structural complexity, and exit planning. This tier integrates tax planning with financial and legal coordination.

WHAT’S INCLUDED

  • Everything in Proactive Tax Management
  • Advanced modeling & scenario analysis
  • Entity & compensation optimization
  • Advisor coordination (financial & legal)
  • Annual optimization roadmap
  • Exit planning support

OUTCOME

Taxes operate as a deliberate input in long-term decisions. Financial structure evolves in step with business and personal growth. Complexity converted into competitive advantage.

Not sure which tier fits your situation? The Strategic Fit Call will determine the right engagement level for your needs.

Schedule Now

SUPPORTING SERVICES

The Financial Infrastructure
Behind the Strategy

Effective tax advisory requires accurate, real-time financial data. Our bookkeeping and payroll services ensure the foundation is always decision-ready.

Bookkeeping Services

Accurate books are the prerequisite for accurate tax strategy. Our in-house bookkeeping team keeps your records organized, current, and structured for decision-making — not just compliance.

  • Monthly reconciliations
  • Income and expense categorization
  • Financial reports (P&L, Balance Sheet)
  • Direct coordination with your tax advisor
  • Optional payroll provider integration

Outcome: Financial records that serve as decision intelligence year-round, not just compliance documentation at filing time.

Payroll Support

Partnering with ADP and Paychex to deliver reliable payroll that integrates seamlessly with your books and tax strategy. Setup, compliance, and reporting — handled.

  • Payroll setup and advisory support
  • Tax payment coordination
  • Retirement and benefits options
  • Quarterly and year-end reporting
  • Full sync with books and tax position

Outcome: Payroll that runs without your direct involvement, fully aligned with your financial and tax strategy.

YOUR CLIENT JOURNEY

Every Engagement
Follows the
Same Path

  • Strategic Fit Call
  • Fit Assessment
  • Service Recommendation
  • Structured Onboarding
  • First Strategy Session

The Right Service Level Starts With the Right Conversation.

Whether you need compliance certainty, year-round tax management, or full strategic advisory — every engagement begins with a Strategic Fit Call. Thirty minutes, no commitment, and we’ll match you to the right level of support for your situation.

Favicon