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$1,500 All-Inclusive Package
One 1040 plus your choice of 1041, 990, or  Tax Planning. 

Choose your pricing plan

  • Quarterly Tax Planning Package

    600$
    Stay ahead of taxes with four strategic planning sessions focused on estimates, tax-saving opportunities, and proactive year-round planning. 4 × Strategic Tax Planning Sessions Valid for 12 months
    Valid for 12 months

  • Monthly Tax Advisory Package

    2,750$
    Stay proactive with your taxes all year. Get ongoing tax planning, estimated tax reviews, and personalized guidance to help you make smarter financial decisions before they become tax problems.
    Valid for 12 months
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