Tax Planning Pricing
or Your Money Back
Our tax plans will identify 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
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.
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.
Tax Planning Fees
Guaranteed Results or Your Money Back
Comprehensive
-
Investment (Year 1)
$3,500.00 - Money-Back Guarantee ⓘ
- Initial Tax Plan ⓘ
- Entity Evaluation ⓘ
- Deduction Optimization ⓘ
- Tax Deferred Accounts ⓘ
- Implementation Steps ⓘ
Premium
-
Investment (Year 1)
$6,500.00 - 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 ⓘ
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.
$3,500.00
$6,500.00
$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.