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Get a Tax Plan Guaranteed to Reduce Your Taxes

CPA Tax Planning Services

The purpose of tax planning is to reduce your taxes. If our CPAs are unable to create a plan to help you do this, then we will refund your money.

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CPA Tax Planning Services
CPA Tax Planning Services
Saving money on your taxes has never
been easier

Simply complete a questionnaire and upload last year’s tax returns to our easy-to-use tax planning platform.

Our tax CPAs will examine your taxes and identify ways to help you reduce your taxes.

Upon completion, you will get a personalized 25+ tactical tax plan with instructions to help you start saving on taxes.

How much money could a customized business tax plan add to your bottom line?
Tax Planning Services
Average Tax Savings for Clients

Our tax planning services help our clients save an average of $25,792 in tax savings. This is money that can be invested back into the business, put away for retirement, or wherever suits your needs.

Actual tax savings vary for each client based on their unique tax situation. All of our tax plans are backed by our money-back guarantee*.

CPA Tax Accountant Services

Low-risk, Money-Back Guarantee

Our tax plans are guaranteed to reduce your taxes. If our tax plan does not identify estimated tax savings greater than our fee, we will refund your money.

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What is Tax Planning?

Tax planning is the analysis and arrangement of your financial situation to pay the lowest amount of taxes possible. Our CPA tax planning services include an in-depth analysis of your prior tax returns, and recommendations on how to reduce future tax returns.

Here is an example of our tax planning services.

Thousands of Tax Planning Strategy Combinations

Our team of licensed CPAs consider over 1,400 federal, state, and local tax strategies as they review your unique situation. We find the most effective tax planning strategies for maximizing deductions, deferring income, optimizing legal entity structures, and taking advantage of economic relief programs like the CARES Act, exit and capital gains, and other advanced strategies.

Overall Tax Savings

Our strategic roadmap to reduce your tax expense starts with the end in mind. With our tax planning services, you will receive an estimate of tax savings for the current year as well as the projected savings for the following year all based on the assumptions you’ve given us.

Tax Planning Recommendations

Our tax CPAs will recommend specific tax strategies to help you realize the estimated tax savings. They will consider both, individual and entity-level tax planning strategies to help you put more money back into your pockets.

Estimated Retirement Savings

Our tax CPAs will evaluate tax-deferred accounts, such as retirement accounts, to help you defer income to reduce your taxes.

In addition, we highlight what it would look like if you took your new tax savings and invested it every month toward retirement.

Next Steps-Take Action

Included in all of our tax plans are step-by-step instructions to implement the tax strategies in your plan. 

And if you have any questions on the implementation instructions, our tax CPAs will gladly answer them when presenting your tax plan to you.

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Why Our Clients Choose Us

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

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 ⓘ 

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.

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 up to 6 additional tax consultations to coach you through advanced tax strategies, assist with implementation, and plan around new tax circumstances.

Our Tax Preparation Fees

Must be a Tax Planning Client*

Individual
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, and Individual Tax Forms*
  • Does not include Business Returns (Schedule C, 1065, 1120S)
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Business Tax
Return

$ 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
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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
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Additional fees may apply based on scope and complexity*

Frequently Asked Questions

Tax preparation involves gathering your financial information and reporting it to the government. It does not seek to identify ways to reduce your tax liability. We recommend our tax planning services to businesses with over $100,000 in business revenue.

No, tax preparation is a separate service that we offer to our tax planning clients. However, we do offer bundle discounts when you sign-up for both services. For more information on this, view our pricing page.

It all depends on your tax circumstances. On average, we find over $20,000 in tax savings for our clients. If you sign-up with us, we guarantee to find you estimated tax savings that are at least twice the cost of our fee.

Only 18% of tax advisors offer forward-thinking tax planning services. Many tax professionals lack the time, experience, or staff to help their clients with tax planning. In sharp contrast, we have built our firm to specialize in tax planning above any other tax service.

Yes, one of our tax CPAs will meet with you to go over your tax plan to ensure you understand it. You will also be able to meet with one of our CPAs on a semi-annual basis to discuss your plan if needed.

Simply apply to become one of our exclusive tax clients, and follow the next steps provided. We have limited seats for clients, so make sure you contact us as soon as possible!

Yes, to ensure quality service,  we make sure there is an assigned CPA to every client in our firm.

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My CPA Coach connects taxpayers to high-performing CPAs that guarantee results. Our CPAs specialize in high-value tax planning and tax preparation services for small businesses and high-income individuals. 

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CPA Tax Planning Services
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Important Disclosures:

Tax Planning Guarantee: We will refund up to 100% of our tax planning fee upon all of the following conditions being present: 1) Your plan does not identify at least double the price of the plan in estimated tax savings 2) Your business earns over $100,000 per year in revenue 3) You provided all required information to create your tax plan.

Tax Preparation Guarantee: We will refund up to 100% of our tax preparation service for any interest or penalties related to the accuracy of our filing of your tax return. To be eligible for any refund, the inaccuracy on your tax return must be directly caused by our firm. Direct causes include, but are not limited to, data inserted on the tax return that does not correlate with the information provided by the Client. Inaccuracies from indirect causes are not covered by this guarantee. Indirect causes include, but are not limited to, tax return inaccuracies due to incorrect information provided by the client. This guarantee does not include interest and penalties resulting from late filings.

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