Tax Planning Pricing
or Your Money Back
Our tax plans will generate at least 2x our fee in estimated tax savings, guaranteed.
Average Cost of Tax Planning by a CPA
The average cost of tax planning by a CPA firm ranges from $3,000 to $10,000, with most firms billing hourly with no promise to significantly reduce your taxes. This presents a risk to clients who may not receive a great tax plan that can significantly reduce their tax bill. This model defeats the purpose of tax planning, which is to reduce your taxes. We believe that great CPAs are an investment that should be able to reduce your tax bill in excess of their costs. That’s why we’ve adopted a pricing model that guarantees that our tax plans work, or your money back.
A Better Model for Tax Planning Pricing
Guaranteed Tax Savings, or Your Money Back
We believe that your tax savings should exceed the costs to create your tax plan. That’s why we guarantee that our tax plans will generate at least 2x our fee in tax savings. In some cases, our plans generate 3-5x our fee. This creates a true partnership that is aligned towards your end goal – saving money on taxes. And if we cannot create a tax plan that can reduce your tax bill, we will refund 100% of our fee.
Tax Planning Fees
Discounts may be available. Contact us to schedule a free consultation to learn more.
Why Our Clients Choose Us
Our Tax Preparation Fees
Must be a Tax Planning Client*
Individual
Tax Return
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Form 1040 Individual Tax Return (Single/Married)
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1 Tax Return (Federal and State)
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1 CPA Tax Consultation to Maximize Tax Savings
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Includes Schedules A, B, D, E, and Individual Tax Forms*
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Does not include Business Returns (Schedule C, 1065, 1120S)
Business Tax
Return
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1 Business Tax Return (Federal and State Return)
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1 CPA Tax Consultation to Maximize Tax Savings
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Includes Schedule C, 1065, 1120S, 1120
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Includes K-1 Preparation for Partners*
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Does not include Individual Tax Return
Individual & Business
Tax Return
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$500 Bundle Discount
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1 Individual 1040 Tax Return (Single/Married)
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1 Business Tax Return (Schedule C, 1065, 1120S, 1120)
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1 CPA Tax Consultation to Maximize Tax Savings
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Includes K-1 Preparation for Partners
Apply to Become a Tax Client
Limited Spots Available
We are only able to accept a limited number of clients for this exclusive service. If you are interested in receiving a tax plan that reduces your taxes by thousands, apply to become a client today by clicking the button below. Once you submit, you will be redirected to the next steps.