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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.

Basic Package:
Free with return filling

  • Before e-filing your business return with the IRS, enjoy a free 30 min session to talk to our tax professional. She'll provide advice on identified tax-saving strategies to save you money.

Standard Package: $100/hr

  • After filling a business return we offer free 30 min tax planning session. After the 30 minutes you pay $100/ hr

Premium Package:
$250/hr

  • This service is provided in a consultation meeting, either in-person at my office or virtually through a Zoom meeting. Prior to the meeting, we'll send you a questionnaire to assess where your business can implement tax savings based on the tax code.

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