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Tax Planning Fees

Guaranteed Results or Your Money Back

Comprehensive
Premium
Elite
Investment (Year 1) ⓘ

Our first-year planning fee to reduce your taxes. Price is for 1 individual and 1 business. 

$3,500.00

$6,500.00

$10,000.00

Guaranteed Tax Savings* ⓘ

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.

$10,000.00

$20,000.00

$50,000.00

Initial Tax Plan ⓘ 

The analysis and arrangement of your financial situation to reduce your taxes.

Entity Evaluation ⓘ 

Evaluation of the best entity to reduce your taxes.

Deduction Optimization ⓘ 

Our search for missing deductions that can reduce your taxes.

Tax Deferred Accounts ⓘ
Evaluation of tax deferred accounts you can use to reduce your taxes.
Money-Back Guarantee ⓘ

We will refund up to 100% of the plan's cost if it does not identify the plan's stated number of guaranteed estimated tax savings.

Implementation Steps ⓘ 

All of our tax plans will provide specific implementation requirements for each tax strategy. Our CPAs will explain these requirements to you. If you have questions, you can book a complimentary follow-up consultation for additional assistance with those 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.

Top 1% Tax Strategies ⓘ

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 as-needed consultations to coach you through advanced tax strategies and new tax circumstances.

Comprehensive

  • Investment (Year 1)
    $5,000.00
  • Guaranteed Tax Savings*
    $10,000.00
  • Initial Tax Plan ⓘ
  • Entity Evaluation ⓘ
  • Deduction Optimization ⓘ
  • Tax Deferred Accounts ⓘ
  • Money-Back Guarantee ⓘ
  • Implementation Steps ⓘ

Premium

  • Investment (Year 1)
    $10,000.00
  • Guaranteed Tax Savings*
    $20,000.00
  • Initial Tax Plan ⓘ
  • Entity Evaluation ⓘ
  • Deduction Optimization ⓘ
  • Tax Deferred Accounts ⓘ
  • Money-Back Guarantee ⓘ
  • Implementation Steps ⓘ
  • Implementation Assistance ⓘ
  • Implementaton Review ⓘ
  • Ongoing Tax Plan Support ⓘ
  • Unlimited Email Support ⓘ
  • Year-end Tax Consultation ⓘ

Elite

  • Investment (Year 1)
    $15,000.00
  • Guaranteed Tax Savings*
    $50,000.00
  • Initial Tax Plan ⓘ
  • Entity Evaluation ⓘ
  • Deduction Optimization ⓘ
  • Tax Deferred Accounts ⓘ
  • Money-Back Guarantee ⓘ
  • 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 ⓘ