Tax Planning Pricing

Guaranteed to Reduce Taxes
or Your Money Back

Our tax plans will identify at least 2x our fee in estimated tax savings, guaranteed.

CPA Tax Preparation
CPA Tax Preparation

Average Cost of Tax Planning by a CPA

Typical Cost for CPAs to do Taxes

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.

CPA Tax Accountant Services

A Better Model for Tax Planning Pricing

Contingency Tax Planning Fees with Guaranteed Tax Savings

We believe that your tax savings should exceed the costs to create your tax plan. That’s why we have adopted contingency tax planning fees. Simply put, we charge a percentage of the amount of money we are able to save you in taxes. This creates a true partnership that is directly aligned towards your end goal – saving more money on taxes.

Tax Planning Fees

Our tax planning fees are based on the results we are able to achieve for you. We charge a percentage of estimated tax savings you receive from our engagement..


of Estimated Tax Savings

Why Our Clients Choose Us

Watch this testimonial video to hear directly from our clients on their experience working with our firm.

Our Tax Preparation Fees

Must be a Tax Planning Client*

Tax Return

$ 1000
  • Form 1040 Individual Tax Return (Single/Married)
  • 1 Tax Return (Federal and State)
  • 1 CPA Tax Consultation to Maximize Tax Savings
  • Includes Schedules A, B, D, E, and Individual Tax Forms*
  • Does not include Business Returns (Schedule C, 1065, 1120S)

Business Tax

$ 2000
  • 1 Business Tax Return (Federal and State Return)
  • 1 CPA Tax Consultation to Maximize Tax Savings
  • Includes Schedule C, 1065, 1120S, 1120
  • Includes K-1 Preparation for Partners*
  • Does not include Individual Tax Return

Individual & Business
Tax Return

$ 2500
  • $500 Bundle Discount
  • 1 Individual 1040 Tax Return (Single/Married)
  • 1 Business Tax Return (Schedule C, 1065, 1120S, 1120)
  • 1 CPA Tax Consultation to Maximize Tax Savings
  • 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.