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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

    2,400$
    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
    • Strategic Tax Planning Session

  • Monthly Tax Advisory Package

    6,000$
    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
    • Strategic Tax Planning Session

  • Annual Tax Planning Package

    750$
    A proactive annual tax strategy designed to help individuals and business owners reduce tax surprises, identify planning opportunities, and prepare for year-end.
    Valid for 12 months

    • Self-Service Tax Resource Library

      199$
      Tax Education & Resources — Learn at Your Own Pace
      Valid for 12 months
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