Tax Planning Fees
Guaranteed Results or Your Money Back
Comprehensive
Premium
Elite
Our first-year planning fee to reduce your taxes. Price is for 1 individual and 1 business.
$5,000.00
$7,500.00
$10,000.00
Money-Back Guarantee ⓘ
We provide a low-risk, money back guarantee that ensures that our tax plan will identify a specific dollar amount of estimated tax savings. If it does not, we will provide a refund your money back. See terms of service to learn more.
Initial Tax Plan ⓘ
Entity Evaluation ⓘ
Evaluation of the best entity to reduce your taxes.
Deduction Optimization ⓘ
Our search for missing deductions that can reduce your taxes.
Implementation Steps ⓘ
Implementation Assistance ⓘ
Implementation assistance includes our CPAs time to help you implement each tax strategy in your plan, as needed. It may include assisting you with creating new entities, setting up payroll, or other items in your tax plan.
Implementaton Review ⓘ
Implementation review involves our CPAs reviewing the completion of tax strategies to help you realize the tax savings included in our plan. All you have to do is notify us and we will review the status.
Unlimited Email Support ⓘ
Unlimited email support means that you can contact us throughout the year with questions regarding your tax plan and you will receive a response.
Year-end Tax Consultation ⓘ
Year-end tax planning involves a consultation towards the end-of-year to confirm positions you will take prior to year-end to maximize tax savings.
When you earn income in the Top 1%, you need to use the Top 1% tax strategies to attack your tax burden. With this tier of service, you unlock tax strategies catered to 7-figure incomes.
As-Needed Consultations ⓘ
We will provide up to 6 additional tax consultations to coach you through advanced tax strategies, assist with implementation, and plan around new tax circumstances.
Comprehensive
-
Investment (Year 1)
$5,000.00 - Money-Back Guarantee ⓘ
- Initial Tax Plan ⓘ
- Entity Evaluation ⓘ
- Deduction Optimization ⓘ
- Tax Deferred Accounts ⓘ
- Implementation Steps ⓘ
Premium
-
Investment (Year 1)
$7,500.00 - Money-Back Guarantee ⓘ
- Initial Tax Plan ⓘ
- Entity Evaluation ⓘ
- Deduction Optimization ⓘ
- Tax Deferred Accounts ⓘ
- Implementation Steps ⓘ
- Implementation Assistance ⓘ
- Implementaton Review ⓘ
- Ongoing Tax Plan Support ⓘ
- Unlimited Email Support ⓘ
- Year-end Tax Consultation ⓘ
Elite
-
Investment (Year 1)
$10,000.00 - Money-Back Guarantee ⓘ
- Initial Tax Plan ⓘ
- Entity Evaluation ⓘ
- Deduction Optimization ⓘ
- Tax Deferred Accounts ⓘ
- Implementation Steps ⓘ
- Implementation Assistance ⓘ
- Implementaton Review ⓘ
- Ongoing Tax Plan Support ⓘ
- Unlimited Email Support ⓘ
- Year-end Tax Consultation ⓘ
- Top 1% Tax Strategies ⓘ
- As-Needed Consultations ⓘ
Maintenance Prices (Year 2 and Beyond)
Comprehensive
-
Annual Investment
$3,500.00 - Year-end Tax Consultation ⓘ
Premium
-
Annual Investment
$6,500.00 - Year-end Tax Consultation ⓘ
- Tax Plan Refresh ⓘ
- Ongoing Tax Plan Support ⓘ
- Unlimited Email Support ⓘ
- Implementation Assistance ⓘ
- Implementaton Review ⓘ
Elite
-
Annual Investment
$10,000.00 - Year-end Tax Consultation ⓘ
- Tax Plan Refresh ⓘ
- Ongoing Tax Plan Support ⓘ
- Unlimited Email Support ⓘ
- Implementation Assistance ⓘ
- Implementaton Review ⓘ
- Highly Advanced Tax Strategy ⓘ
- Quarterly Consultations ⓘ
- As-Needed Consultations ⓘ