Tax Planning

We offer on-demand advisory services tailored to your unique financial situation. Get expert guidance on tax strategy, business growth, investments, or any financial concern from our team, including CPAs.

Personal Tax Planning

From
$599

• Personal Financial Goals Identification
• Tax Return Review
• Identify Missed Deductions and Credits
• Cost Benefit Analysis for Amendments
• Employer Stock Option Advice

• Wealth-building & Tax Discussion
• Crypto and Stock Sell Off Scenarios
• Investment Property Evaluation
• Tax Plan Creation
• 3-month Follow Up Meeting

Business Tax Planning

From
$999

• Business Financial Goals Identification
• Tax Return Review & Projections
• Retirement Account Planning (401k, SEP, SIMPLE IRA)
• Payroll Planning for Owners and Family
• Entity Restructuring (LLC v/s C-Corp v/s S-Corp)

• Cash Flow Analysis
• Industry Benchmarking
• Tax Plan Creation
• 3-month Follow Up Meeting

General Advisory

From
$499

• 15 Min Free Introductory Call (No Tax Advice Given Here)
• 30 Min EA/CPA Tax Consultation
• 60 Min EA/CPA Tax Consultation