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Congratulations!
You meet the criteria to become an Exclusive Client!

Next Steps: Please review the information below before booking an appointment below

  • We only accept a limited number of clients each month. Our appointments are reserved for business owners with over $500,000 in revenue who desire to save thousands in taxes.
  • Our prices for tax planning begin at $5,000, backed by our low-risk, money-back guarantee to identify at least $15,000 in estimated tax savings.
  • If you need tax preparation, please be mindful that we only file tax returns for our tax planning clients. This service is billed separately from tax planning.

If that sounds good...
Please book a consultation with one of our CPAs

Important: There is a $250.00 fee to book a consultation with our Founding Tax Partner and CPA, Sherman Standberry. This fee will be applied to your service upon moving forward.