Flexible Plans for Your Tax Planning Needs

Explore our range of tailored tax planning solutions designed to meet diverse financial goals. Whether you're an individual or a business, find the plan that fits your needs and helps you achieve financial clarity

Our Plans

Choose the plan that best fits your needs. We offer a variety of plans across different categories of tax planning.

A&A

Starts at

$4,000

Ideal for individuals with straightforward tax needs

Includes annual tax filing and basic advisory

One consultation per year

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ATP

Starts at

$7,500

Great for small business owners

Includes tax filing, basic strategy sessions, and advice

One quarterly review

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Concierge

Starts at

$400

/Month

Designed for business owners and real estate investors

In-depth tax planning and strategy

Quarterly reviews and tax optimization

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VIP

Starts at

$1500

/Month

Full-service tax preparation, filing, and ongoing advisory

Includes partnership and S-Corp tax matters

Priority support and custom tax strategy

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Core

Starts at

$400

/Month

Tailored for high-net-worth individuals and complex businesses

Monthly strategy sessions, ongoing support

Access to tax consultants and exclusive resources

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Concierge

Starts at

$750

/Month

Designed for large businesses and organizations

Comprehensive tax strategy, filings, and corporate advisory

Dedicated tax team and continuous compliance support

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Interested in Working with us?

With base level tax advisory subscriptions starting at $450/month + bookkeeping starting at $500/month, our engagements are relationship based, combining initial strategy, implementation and ongoing support. We work with our clients throughout the year to help them transform their business. Please answer the questions on the following page so we can determine if we are a mutual fit.

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