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Tax
Advisory

Proactive tax strategy and planning for business owners and high-net-worth individuals. We go beyond filing, we help you structure, plan, and keep more of what you earn.

What's Included

Tax & Accounting
Services

01
Tax Strategy & Planning
Year-round, proactive tax planning that looks beyond the current year. We model scenarios, optimize your structure, calculate quarterly estimated tax payments, and keep your tax burden as low as legally possible.
02
Individual Tax Preparation (1040)
Comprehensive individual tax preparation for professionals, business owners, and high-net-worth clients. Includes federal and state returns and year-round access for tax questions and planning.
03
LLC Tax Preparation
Accurate, thorough preparation for single- and multi-member LLCs, with direct access for questions related to the return.
04
S-Corp Tax Preparation
Form 1120-S preparation for S-Corp elections, including reasonable compensation analysis and W-2 optimization to balance payroll and distributions in the most tax-efficient way.
Includes W-2 optimization
05
Trust & Estate Tax
Tax return preparation for trusts and estates. We coordinate with your estate attorney to help ensure accurate, timely filings and thoughtful tax planning throughout administration.
06
Bookkeeping & Accounting
Monthly bookkeeping that keeps your financials clean, accurate, and ready for decision-making. A strong foundation for both tax planning and business growth.
Flat monthly fee, see pricing below
Transparent Pricing

Simple, flat fees.

No hourly billing surprises. You know the investment upfront so you can plan accordingly.

Advisory · 4 Planning Meetings
Tax Advisory & Planning
Proactive tax strategy and year-round access. The annual plan pays for itself after your second meeting, or start with a one-time planning session to get clarity without an ongoing commitment.
$9,500
Annual
$4,800
One-Time
Business
LLC Tax
6%
of gross annual revenue
Covers single- and multi-member LLC returns. Minimum fee $4,000. Fee based on current year gross revenue.
Business
S-Corp Tax
7%
of gross annual revenue
Covers Form 1120-S returns. Minimum fee $5,000. Includes reasonable compensation analysis and W-2 optimization. Fee based on current year gross revenue.
Individual
1040 Preparation
2%
of gross annual income
Minimum fee $3,000. Includes federal and state returns and year-round planning. Final fee based on current year gross income.
Estate & Trust
Trust & Estate Return
$4,000
Minimum fee
Trust and estate tax return preparation. Final fee is based on complexity and scope of the engagement.
Ongoing
Bookkeeping
$750
Per month
Monthly bookkeeping to keep your records clean and your business decisions well-informed. Rate based on standard transaction volume; higher-volume businesses quoted separately.
Ready to get ahead
of your taxes, not just file them?
Schedule a Free Discovery Call 30 minutes · No commitment