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Tax Planning & Tax Advisory
Services

Maximize Your Wealth: Expert Tax Planning and Advisory for High-Earning Business Owners & Real Estate Investors.

How our system for proactive savings works

Discover a clear path to building your wealth with our meticulous tax planning and advisory services

The Discovery Phase

In our free discovery call we get to know our potential clients, and work toward understanding what their needs, desires, and future goals are.
If it is determined that we are a good fit to work together we will take the steps to begin the engagement, andrequest the necessary information needed to begin the onboarding process.

The Strategy Call & Implementation Phase

Onboarding will consist of doing all of the back-end work needed to ensure the taxpayer is in good standing with the applicable taxing authorities and up to date with all current financial and accounting processes. Additional steps will be taken as needed to assist the taxpayer in gaining a clear view of current and projected tax liabilities and potential opportunities available.

The Maintenance & Scale Phase

Your advisory package will kick into gear immediately after the initial onboarding has been completed. This phase is intended to support you with your ongoing needs, make live updates to your tax plan, and to help you remain in compliance with the IRS and state taxing authorities so that the estimated savings are defendable and realized in your tax returns.

Who This Is For

For Profit-Focused Business Owners

Business owners making a net profit of $50,000 or more, seeking to save money legally, safely, and ethically through proper execution.

For Real Estate Investors Seeking Tax Efficiency

Real estate investors with substantial earnings and multiple properties looking to enhance their tax savings while building their portfolios.

For Wealthy Individuals Planning Their Legacy

High net worth individuals interested in implementing advanced tax-saving strategies into their estate planning and wealth building goals.

For Entrepreneurs Seeking Tax-Efficient Business Structures

Entrepreneurs needing support with structuring business operations in tax advantaged ways, while also remaining in compliance with federal and state tax obligations

Our Pricing

Choose a plan that’s right for you

The Seasoned Business Owner Or Investor Tax Advisory Plan

Perfect for business owners or investors who have up to two business entities OR up to 4 real estate investments

Customized tax plan aimed to give you an average return on investment of 150%

Annual Trifecta Review and Maintenance

Annual Personal Tax Return Filing

Annual Business Tax Return Filing- up to two businesses

Monthly Financial Statements Reviews

Quarterly Reasonable Compensation Calculation for S-Corp Officers

Quarterly Estimates Reminders

Quarterly PTE reminders if applicable to each business

W-9 and W-8ben collection link to easily gather forms from your contractors

Quarterly video consultations with your dedicated accountants

Implementation of your Company Maintenance Plans to provide additional protection and tax deduction documentation- up to three plans

Research on complex tax issues and positions using Checkpoint RIA & other professional resources

IRS and State Tax Support (up to 15 hours per year)

Prioritized communication system and unlimited support with your dedicated accountants through your client portal

Your Dedicated Accountant will join you in meetings with your financial advisor, attorney and other third party advisors

From$2495/month

+ one-time onboarding fee, quoted separately

Get Started

Bookkeeping available as an add-on service starting at $550/month per business, plus a one-time onboarding fee, and includes:

Quickbooks Online Subscription
Monthly transaction categorization
Monthly account reconciliations
Monthly financial statement clean-up
1099 preparation and filing
Client or staff coaching on QBO processes to ensure client is empowered to understand and work in their own books

Payroll services will be priced independently on an as needed basis

The Emerging Business Owner Or Investor Tax Advisory Plan

Perfect for business owners or investors who have one business entity OR up to 2 real estate investments

Customized tax plan aimed to give you an average return on investment of 150%

Annual Trifecta Review and Maintenance

Annual Personal Tax Return Filing

Annual Business Tax Return Filing

Quarterly Financial Statements Review

Quarterly Reasonable Compensation Calculation for S-Corp Officers

Quarterly Estimates Reminders

Quarterly PTE reminders if applicable to the business

W-9 and W-8ben collection link to easily gather forms from your contractors

Bi-Annual video consultations with your dedicated accountants

Implementation of your Company Maintenance Plan to provide additional protection and tax deduction documentation

Research on complex tax issues and positions using Checkpoint RIA & other professional resources

IRS and State Tax Support (up to 5 hours per year)

Prioritized communication system and unlimited support with your dedicated accountants through your client portal

Your Dedicated Accountant will join you in meetings with your financial advisor, attorney and other third party advisors

From$999/month

+ a one-time onboarding fee, quoted separately

Get Started

Bookkeeping available as an add-on service starting at $550/month plus a one-time onboarding fee, and includes:

Quickbooks Online Subscription
Monthly transaction categorization
Monthly account reconciliations
Monthly financial statement clean-up
1099 preparation and filing
Client or staff coaching on QBO processes to ensure client is empowered to understand and work in their own books

Payroll services will be priced independently on an as needed basis