Foundational Tax Strategy
Starting at $1,500 per year

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Best for business owners and individuals who want clarity, basic planning, and confidence that they’re not overpaying in taxes.

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What’s Included:

• Annual tax strategy meeting

• Year-end tax projection

• Basic income and deduction planning

• Filing status and credit review

• Coordination with tax preparation

• Limited email advisory support

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This package establishes a strong foundation so you can make informed decisions with confidence — without overcomplicating the process.

Ongoing Tax Optimization (Most Popular)
Starting at $3,000 per year

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Designed for growing business owners and high-income households who need consistent, proactive tax planning throughout the year.

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What’s Included:

• Everything in the Bronze package

• Quarterly tax strategy meetings

• Multi-year tax projections

• Entity and S-Corporation optimization

• Estimated tax planning and guidance

• Retirement and investment tax planning

• Priority advisory access

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Silver Advisory helps reduce surprises, improve cash flow planning, and create long-term tax efficiency — not just year-end fixes.

Executive-Level Tax Strategy
Starting at $5,000+ per year

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Built for business owners and investors with complex financial situations, major decisions, or long-term wealth goals who want deeper strategy and direct access.

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What’s Included:

• Everything in the Silver package

• On-demand strategic advisory access

• Capital gains and transaction planning

• Business sale or exit modeling

• Advanced compliance guidance

• IRS notice support and risk management

Gold Advisory provides executive-level oversight so major financial decisions are planned strategically — not reactively.