Information

Tax Planning & Tax Advisory
Services

Proactive tax planning and advisory for service-based businesses ready to save more and scale smarter.
Whether you're a growing firm looking to lower your tax bill or a mid-size owner wanting strategic guidance, our custom advisory retainers give you year-round support tailored to your goals. We focus on legal tax reduction, smart structuring, and planning that fits your life and business.
Monthly retainers start at $995

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, and request 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

Custom Pricing for your Advisory Needs

Every business is unique, so every retainer is built just for you. Monthly advisory starts at $995, with clear terms and no surprises.

Book a call to get started today.

Unlock Hidden Savings: Discover Tax Deductions for Your Small Business!

Enter Your Email and We Will Send It To You For Free

Thank you! We will email the free guide to your inbox shortly!

Oops! Something went wrong while submitting the form.

Tax Planning & Tax AdvisoryServices