Tax Advisory

1040 Concierge Plan

Year-round tax filing, advising, and support for individuals in a monthly membership.

  • Advisory fee: Flat Rate $800
  • Tax Filing Fee: Example $1,000
  • Initiation Fee: One Time: $200

Contract Period: July 1 – June 30

(Enrollment open through November 1st)

150/ month

  • Yearly tax planning report with personalized tips to maximize your tax savings
  • Estimated tax payments calculated to minimize surprise tax bills
  • What-if scenario planning with a CPA
  • Tax saving strategies from itemized deductions, tax deferred investments, and more
  • Your annual tax filing
1040 Brochure
Biz Concierge Plan

Year-round tax filing, advising, and support for business owners AND their businesses in a monthly membership.

  • Advisory fee: Flat Rate $2,400
  • Tax Filing Fee: Example $3,000
  • Initiation Fee: One Time: $400

Contract Period: August 1 – July 31

(Enrollment open through November 1st)

450/ month

  • Yearly tax planning report with personalized tips to maximize your tax savings
  • Estimated tax payments calculated to minimize surprise tax bills
  • Business planning with a CPA to grow your business
  • Tax saving strategies from eligible deductions, corporate structuring, and more
  • Your annual Business AND Individual tax filing
Biz Brochure
One-Time Tax Planning

Proactively prepare for tax season and setup your business for success! Best for:

  • S-Corp Owners
  • Partnerships
  • Self-employed Individuals

Recommended during Q3 or Q4, not available during Q1. Learn strategies for your Business AND Individual taxes.

From:

1200

  • Estimated Tax Payment Calculations - Stay current on your tax payments and minimize your amount due when filing
  • Tax Planning Report - Personalized tips to maximize deductions and reduce tax liability
  • Discussion with CPA (1 hour) - Review tax planning report, discuss different scenarios, and discover options for reducing taxes
  • Tax Saving Strategies - Including eligible deductions, corporate structuring, and more!