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
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$40 per form
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$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
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5 Max
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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
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"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
Wise Man
Other Tax Services
Privacy Assurance
Your data privacy is
our top priority
Rest assured with our stringent security measures prioritizing your data.
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Encrypted transmission
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Dedicated support
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Secure payments
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Security audits
How it works
Easy process to find your ideal plan
Streamlined steps to navigate and discover your perfect bookkeeping plan effortlessly.
Stress-Free Tax Service Awaits
managing your finances is as easy as pie. Let us handle the numbers while you focus on what you do best – running your business.