Tax Plans We Offer
All Prices are one time payments. You can add a monthly check up plan to all included packages.
Monthly Checkup Price: $250-$1,000
Foundation Plan-Income under $250K
Price: $1,000-$3,000
Includes:
- One year of tax preparation (personal return)
- One tax planning session (60–90 minutes)
- Year-round email support for tax questions
- Entity structure assessment to ensure your setup is tax-efficient.
- Personalized tax savings summary with actionable steps for next year
- Best for first-time business owners
Growth Plan($250K-600K Ideal Income )
Price: $3,000-$7,500
All Foundation Plan Features, Plus:
- Quarterly estimate tax calculations
- Quarterly planning meetings
- Retirement & investment tax strategies
Strategic entity review
Professional Plan($600K-1M Ideal Income)
Price: $7,500-$10,000
All Growth Plan Features, Plus:
- Full-service tax prep (personal + up to 4 business returns)
- Monthly planning meetings
- Cash flow modeling & tax projection
Premier Advisory Plan(1M+Income )Price: $10,000+
Includes Monthly Plan
All Growth Plan Features, Plus:
- Full-service tax prep (personal + up to 6 businesses)
- Unlimited consultations
- Business expansion & budgeting advisory
- Custom pro forma modeling & long-term tax optimization
