Monthly Tax Planning & Advisory

Maximize your savings and minimize your tax liabilities with our comprehensive tax planning services. Our expert team provides personalized strategies tailored to your financial goals, ensuring compliance with the latest tax laws and regulations. Whether you’re an individual or a business, we help you navigate complex tax codes, optimize deductions, and plan for a financially secure future. Trust us to simplify your tax planning process and achieve peace of mind. The average monthly fee for tax planning is based on your tax situation:

Basic For Individual Plan: $150 – This plan covers basic tax advice, estimated tax payments, and simple year-round tax planning for individuals

Premium For Individual Plan: $275 – Individuals with more complex situations (e.g., self-employed, real estate investments), this tier may include ongoing tax strategies, optimizing deductions, quarterly reviews, and tax savings advice.

Basic For Business Plan: $450 – This tier offers essential services such as ongoing tax strategies, optimizing deductions, quarterly reviews, and expert tax savings advice. Perfect for small businesses looking to streamline their tax processes and maximize financial efficiency.

Premium For Business Plan: $750 – This plan includes complex tax strategies, multi-state or international tax planning, estate and trust planning, and ongoing consultations to minimize tax liabilities for large corporations or high-net-worth individuals.

 

$150.00

Tax Planning Comparison Chart

Transparent pricing for individuals & businesses.

Essential For Individual
$150 /mo
Premium For Individual
$275 /mo
Essential For Business
$450 /mo
Premium For Business
$750 /mo
Annual Tax Preparation

Individual Tax Returns – Federal, State, & Local

Business Tax Returns – Federal, State, & Local

Form W-2, 1099-INT, & Form 1099-Misc

Business Annual Reports for Each Required State

FinCEN BOI Filing Initial Report or an Update

$40 per form

$40 per form

$175/state + state fees

$200

$175/state + state fees

$200

Tax Planning

Design & Implement Tax Plan

Set Up of Entity Based on Tax Plan Design

Quarterly Estimated Tax Calculations – safe harbor

Retirement Contribution Calculations for Employer/Owner Only Plans

Year-End Tax Projection & Strategizing (October/November)

Mid-Year Tax Projection & Strategizing (May/June)

Pass Through Entity Tax Credit Calculations

Unlimited Updates to Your Tax Projections

IRS Account Monitoring for Notices & Correspondence

5 Max

Support

Unlimited Support – Phone, Email, chat in client portal

Prioritized Communication System

24/7/365 Access to Secure Digital Document Storage & E-Signatures

Client Mobile App w/ Scanner, Chat, Invoicing, Questionnaires

VIP – Saturday Appointments

"It's not what you make that matters, it's what you keep" - your true financial success isn't solely determined by how much money you earn, but rather by how much of that money you are able to save and accumulate over time

Privacy Assurance

Your data privacy is
our top priority

Rest assured with our stringent security measures prioritizing your data.

  • Encrypted transmission
  • Dedicated support
  • Secure payments
  • Security audits