Clear pricing for proactive planning.
Priced by complexity, income level and number of entities. Every engagement starts with a one-to-one assessment.
Choose the level of support you need
Start focused, or hand us the whole plan. You can upgrade as you grow.
A focused start
Quarterly Session
$1,350
A focused strategy session to see where you stand.
- Strategy sessions
- 1
- Written tax plan
- Not included
- Tax preparation (1 year)
- Not included
- Implementation
- Not included
- Ongoing support
- Not included
- Upgrade options
- Credit toward a full plan
Plan and file
Builder
$3,450
Strategy plus a year of tax preparation.
- Strategy sessions
- 2
- Written tax plan
- Not included
- Tax preparation (1 year)
- Included
- Implementation
- Not included
- Ongoing support
- Quarterly sessions
- Upgrade options
- Add implementation
Most complete
Holistic Planning
$6,000+
The complete plan, carried out with you all year.
- Strategy sessions
- 4
- Written tax plan
- Included
- Tax preparation (1 year)
- Included
- Implementation
- Included
- Ongoing support
- Quarterly sessions
- Upgrade options
- CFO and accounting support
Every engagement starts with a review of your return. We confirm the right package with you after.
Prices do not include outside costs such as trusts, legal fees, cost segregation studies or life insurance premiums. Final scope and price are confirmed after your assessment.
What clients invest, and what it can return
- Typical investment, depending on scope
- $1,500 to $5,000
- Annual savings many clients see
- $10,000 to $50,000+
- Illustration: a $2,500 plan that saves $10,000
- 4x in year one
A tax plan is priced once and works all year, so the fair question is not what it costs but what it gives back. The plan is paid for in the first year of savings in the cases above, and the structure behind those savings keeps working in the years that follow, without being paid for again. Before you commit, we show you the return we expect in your own numbers.
The 4x figure is an illustration of the ranges shown here, not a promise. Results vary with income, structure and circumstances. That is why every engagement starts with a review, so you can see whether the savings are worth it.
Based on complexity
Income level and number of entities set the scope.
Starts with a call
A one-to-one assessment confirms fit before you commit.
Optional add-on services
Add to any package as your needs grow. Details on every service
Quarterly sessions
Keep your plan current as your business evolves.
Real estate guidance
Rentals, depreciation and cost segregation.
Audit-ready records
Stay prepared, stay protected.
Advisor collaboration
We work with your team to keep things aligned.
Annual filings
Business and personal returns, tied together.
CFO and accounting
An upgrade available with Holistic Planning.
Which package fits your situation?
Let’s look at your numbers and show you what may be possible.