Services & Pricing

Our 3-Tier Tax Strategy Model

Choose the right plan based on your business complexity, investment structures, and tax goals.

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✔️ Tier 1 – Compliance & Filing

- $1,000 - $2,500 annually

For: Small business owners, freelancers, and individuals needing professional tax preparation with occasional advice. 
These customized engagements include:

✅ Tax Return Preparation & Filing (Business & Personal)
✅ Basic Compliance Review to prevent IRS issues
✅ Standard Deductions & Credits Optimization
✅ Annual Consultation for tax planning basics
Best for: Single-entity businesses and individuals who want professional tax filing without ongoing planning. They want information about existing tax strategies and look to implement them on their own, or with our assistance in future years.

✔️ Tier 2 – Strategic Tax Planning

- $2,500 - $5,000 annually is typical – will invoice this monthly for predictable budgeting

For: Growing business owners and real estate investors looking to maximize efficiency and fuel their wealth growth through invested tax savings. Taxpayers starting to have $50,000 or more of tax liability.
These customized engagements include:

✅ Everything from Tier 1 Services 
✅ Collaborative Approach – We will work as needed directly with your team of professionals (attorneys, lenders, financial planners, insurance brokers) to facilitate optimal outcomes. You don’t have to be the interpreter in the middle.
✅ Bi-Annual Tax Planning Sessions – Identify tax-saving opportunities throughout the year. June/July and Nov/Dec are optimal scheduling windows.
✅ Entity Structuring & Optimization – Ensure you’re using the most tax-efficient business structures
✅ Advanced Deduction Strategies – Retirement contributions, pass-through deductions, and depreciation
✅ Priority Consultation Scheduling – We will give you priority consultation scheduling to quickly respond to your ongoing needs
Best for:  Entrepreneurs, S Corps, LLCs, and real estate investors who need ongoing tax strategy, not just tax filing. Taxpayers needing a strategist to work with their estate attorneys, financial planners, business attorneys, etc.
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✔️ Tier 3 – Advanced Tax & Wealth Structuring

- $5,000 - $10,000 annually is typical – will invoice this monthly for predictable budgeting

For:  High-Income or net-worth individuals, multi-entity business owners, and investors who need proactive wealth and tax planning. Taxpayers navigating tax liabilities of $100,000 or more.
These customized engagements include:

✅ Everything from Tier 1 & Tier 2 Services
✅ Quarterly Compliance / Strategy Sessions – We can customize this as needed, typically clients at this level wants quarterly interaction and guidance at a minimum. 
✅ Multi-Entity Tax Structuring & Optimization – Ensure you’re using the most tax-efficient business structures for all of your entities, with asset protection and tax efficiency as priorities
✅ Investment Structuring & Real Estate Tax Strategies – Capital gains planning, depreciation optimization, business exits, and tax-efficient business structuring to hold your investments
✅ IRS Audit Protection & Risk Mitigation – Full compliance and proactive planning, audit support include if needed for our Tier 3 clients.
Best for: Business owners with multiple entities, real estate investors, and high-net-worth clients who want a fully optimized tax strategy, with documentation for full audit support.

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