The importance of
Tax Planning
Get Tax Savvy
Our CPAs are wizards in tax laws and strategies, ready to tailor solutions just for your business.
Stay in the Know
With ever-changing tax laws, we keep you ahead and compliant, grabbing every opportunity that comes your way
Slash Those Taxes
We're like tax detectives, uncovering every deduction and credit to minimize what you owe and boost your profits.
Stay In Compliance
Wave goodbye to errors and penalties. Our CPA firm has got your back, ensuring spotless filings.
Our Tax Planning Process
Complete a Questionnaire, follow the email instructions to upload documents to your personalized folder, and then proceed to Appointment & Onboarding.
Appointment &
Onboarding
Fill out our questionnaire for initial tax planning insights. Then, follow our email instructions to securely upload your documents to a personalized folder.
One-on-One Appointment with a Certified CPA
A comprehensive, hour-long meeting focused on addressing all your queries, exploring your financial history and future goals.
Scheduled
Follow-Up
Post-analysis, we'll have a 30-minute meeting to present your final tax plan. You'll get a clear, personalized tax strategy for immediate and future benefits.
What You’ll Receive
Action Plan Items
Your roadmap to reaching tax objectives, meticulously crafted from our consultations.
Corporate Structure
Diagram
Post our final discussion, receive a visual breakdown of your business’s configuration.
Comprehensive Tax
Strategy Report
A personalized guide offering in-depth insights into optimizing your tax position.
Basic
Starting at
$1,000
• Tailored for W-2 Earners: Maximize the benefits from charitable donations, itemized deductions, brokerage transactions, and employer benefits. • Semi-Annual Engagement: Regular check-ins to ensure optimal tax positioning throughout the year. • Potential Savings: Experience tax savings up to a few thousand dollars annually.
Professional
Starting at
$2,500
• Includes Everything in Basic PLUS • Designed for Business & Rental Property Owners: Benefit from quarterly tax projections combined with strategic entity selection and maximizing business deductions. • Comprehensive Quarterly Insights: Deep dives to align with evolving business dynamics and maximize deductions. Substantial Savings: On average, uncover $10,000 to $20,000 in tax savings.
Elite
Starting at
$5,000
• Includes Everything in Professional PLUS: • For the High Net Wealth & Substantial Business Client: Ideal for those managing multiple entities, operating a family office, or anticipating business transactions. • Year-Round Proactive Planning: We're always available, ensuring you're prepared for any business purchase, sale, or other significant financial moves. • Unprecedented Savings: Achieve potential tax savings ranging from tens of thousands to hundreds of thousands of dollars annually.