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TAX PLANNING/ STRATEGIES

While tax season ends on April 15, our tax planning service lasts all year. We help you leverage tax credits, invest wisely in tax-favored assets, and keep more of your earnings. It's about optimizing your profits and wealth while minimizing your IRS tax obligations.

Packages

Basic Package:
$100/ hr

Individual tax planning:

  • comprehensive analysis of a client's financial situation to identify specific tax-saving opportunities.

Deluxe Package: $150/hr

  • comprehensive analysis of a client's business to identify specific tax-saving opportunities.

  • Implementing the identified strategies

Elite Package:
$350
  • comprehensive analysis of a client's individual and business financial situation to identify specific tax-saving opportunities.

  • Implementing the identified tax saving strategies.

  • Includes ongoing support throughout the year to ensure their tax strategy remains optimized.

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