Tax Planning

Tax Planning Subscription Offer

Unlock Your Financial Potential

Key Features
 - Initial Tax Plan: Kickstart your tax planning journey.
 - Entity Evaluation: Optimize your entity structure for tax benefits.
 - Deduction Optimization: Maximize your eligible deductions.
 - Tax Deferred Accounts: Explore tax-efficient investment options.
 - Business and Individual Tax Return: Federal and State tax return preparation and e-filing. 

Comprehensive Support
 - Implementation Steps: Clear guidance on executing your plan.
 - Implementation Assistance: Our experts are with you every step of the way.
 - Implementation Review: Regular reviews to ensure your plan aligns with your goals.
 - Ongoing Tax Plan Support: Continuous assistance for a dynamic financial strategy.
 - Unlimited Email Support: Reach out whenever you have questions.
 - Year-end Tax Consultation: Plan ahead for the upcoming year.
 - Financially Affluent Tax Strategies: Access elite tax-saving strategies.
 - As-Needed Consultations: Schedule appointments for personalized advice.

Transparent Pricing Starting at:

Tax Core Planning
Best for Schedule C filers and simple business structures. Includes one business tax return (if applicable), one personal tax return, one annual tax projection, deduction and retirement optimization, and one annual tax planning consultation

$350 – Initial Set-up Fee (Existing Clients Fee Waived)
$300 – Monthly Subscriptions

Tax Business Owner Planning
Best for S-Corporation owners and active business operators. Includes multi-scenario tax projections, payroll vs. distribution guidance (non-appraisal), retirement strategy coordination, preparation of one business tax return, one personal tax return, and up to two scheduled tax planning consultations per year. This plan includes Protection Plus® tax notice and audit assistance for the covered business and personal tax returns for the applicable tax year, providing professional support in responding to IRS or state tax notices and examinations, subject to the Protection Plus® terms, conditions, exclusions, and coverage limits. Protection Plus® provides assistance services only and does not cover payment of taxes, penalties, or interest.

$450 – Initial Set-up Fee (Existing Clients Fee Waived)
$400 – Monthly Subscriptions

Why Choose Our Tax Planning?

Your Tax Planning complete picture is ongoing throughout the year

At the start of the year, our tax specialists leverage your prior year's return to calculate expected payments for the current tax year. Engage in discussions with our experts to anticipate how your decisions today impact your taxes and wealth.

Our Commitment to You
- Holistic Assessment: Understand your finances for potential benefits and deductions.
- Year-round Adjustments: Adaptations made as life and financial situations change.
- Future Wealth Strategies: Develop plans that impact your wealth accumulation positively.
- Life Event Adaptability: Quick adjustments for events like marriage, home purchase, or real estate transactions.

Why Us?
- In-house Experts: Advisors, tax specialists, and accountants under one roof.
- Money-Back Guarantee: We stand by the value we provide.

Secure Your Financial Future - Subscribe Today! Call 562 352-0333