Individual Tax advisory packages

 - Annual Tax Planning Session
- Income & Deduction Review
- Basic Tax-Saving Strategies

$500 - $750/year 

Best for individuals with straightforward taxes who need basic planning.

Example: Young professionals or retirees with predictable income.

 - Annual Tax Planning + 1 Mid-Year Check-In
- Tax Credit Maximization (e.g., Education, Child Tax Credit)
- Retirement Contribution Strategy
- Health Savings Account (HSA) Analysis

$1,000 - $1,500/year 

Perfect for individuals looking to maximize deductions and plan for retirement contributions. 

Example: Families with dependents or individuals investing in HSAs and IRAs.

 - Full Tax Planning for High-Income Individuals
- Multi-Year Tax Strategy (future projections)
- Investment Tax Optimization (e.g., capital gains, tax-loss harvesting)
- Advanced Retirement Planning (Roth conversions, 401k strategies)

$2,000 - $3,000/year 

Target high-income individuals needing advanced strategies for investments, capital gains, and retirement. 

Example: High-earners, real estate investors, or self-employed individuals.

 - Comprehensive Tax Strategy for Complex Situations
- Multi-State Tax Planning (residency considerations)
- Trusts, Estates, and Gifting Tax Optimization
- Coordination with Financial Planners & Legal Advisors
- Year-Round Support & On-Demand Consultations

$3,500 - $5,000/year 

Designed for complex individual      situations requiring multi-state planning, trusts, estates, and      year-round tax advice.

Example: High-net-worth individuals or families managing multiple income streams.

 - Annual Tax Planning Session
- Review of Business Income & Deductions
- Tax-Saving Strategies (Basic)
- Entity Type Analysis (Sole Prop/LLC)

$1,000 - $1,500/year 

Designed for small businesses and sole proprietors with straightforward operations. 

Example: Landscaping or pool cleaning businesses with limited transactions.

  - Annual Tax Planning + Quarterly Tax Projections
- Expense Optimization (meals, vehicles, home office, etc.)
- Maximization of Business Credits (e.g., R&D Credit)
- IRS Compliance Checkup

$2,000 - $3,000/year 

Targets growing businesses that need quarterly tax optimization and compliance guidance.

Small LLCs and S-Corps seeking proactive savings strategies.

 - Comprehensive Tax Planning with Entity Restructuring (LLC to S-Corp Analysis)
- Quarterly Tax Projections & Planning Sessions
- Tax Optimization for Payroll & Owner Compensation
- Multi-Year Tax Strategy

$3,500 - $5,000/year 

Ideal for established businesses needing detailed entity restructuring, owner compensation planning, and future tax strategies. 

Example: Multi-owner LLCs, S-Corps, and businesses considering growth transitions.

 - Full-Service Tax Advisory with Monthly Financial Consultations
- Multi-State Tax Planning & Optimization
- Exit Strategy & Succession Planning
- Coordination with Financial Planners/Attorneys
- Year-Round Support & On-Demand Consultations

$6,000 - $10,000/year 

Tailored for complex businesses      with multi-state operations or advanced needs like exit planning.

Example: Trucking, electrical       businesses, or multi-entity operations.