Tax Services Pricing

Essential – $2,500

Best For: Solopreneurs, 1099 Filers

Includes:

• Tax Return Review
• 2–3 Custom Tax Strategies
• Email Support

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• Review of 1040 + Schedule C tax structure
• Strategies may include Augusta Rule, home office, or retirement planning
• Includes 6–8 page PDF report with tax savings estimate

Growth – $5,000

Best For: S-Corps, LLCs under $5M

Includes:

• 5–7 Tax Strategies
• Entity Optimization
• Mid-Year & Year-End Reviews

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• Includes analysis of the current structure with QBI optimization
• Strategies like vehicle deductions, SEP, or 401(k) planning
• 12-month roadmap and 10–12 page report with recommendations
  

Strategic – $15,000

Best For: $5M–$15M Revenue Businesses

Includes:

• 8–12 Advanced Tax Strategies
• CPA & Legal Coordination
• Trust & Estate Planning Facilitation
• Cost Segregation Review

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• Includes bundled legal services for one year via backend provider (undisclosed)
• Cost Segregation Review: Estimate of qualified assets for accelerated depreciation with projected savings
• 15+ page PDF report with roadmap, legal/CPA memos, and custom tax strategy plan
• Legal coordination includes document preparation for trusts, wills, and POAs by licensed attorneys

Enterprise – $30,000+

Best For: $15M+ Businesses or HNW Clients

Includes:

• All Strategic Features
• Opportunity Zones & Historic Credit Strategies
• Quarterly Strategy Reviews
• Executive Scorecard & SharePoint Access

Learn More Details:

• Includes bundled premium legal services valued at over $2,900/year
• Estate structuring, asset protection planning, and trust coordination through attorney partners
• Quarterly reviews, executive binder, and compliance alignment
• Personalized implementation support with assigned advisor and team dashboard