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Get Clarity

Tax Strategy

$2,500 - $6,000

ANNUALLY

UNDERSTAND TODAY.
PLAN FOR TOMORROW.

INCLUDES:

  • Everything in Tax Return Compliance Only included

  • Year-end tax projection

  • Strategic recommendations tailored to your situation

  • Ongoing support throughout the year

BEST FOR:

Variable income, real estate owners, small business owners

Tax Return

(Compliance Only)

STARTING AT

$1,200+

DONE RIGHT. NO SURPRISES.

  • Federal and state tax return preparation

INCLUDES:

  • Review for accuracy and completeness

  • Identification of basic tax considerations

  • Safe harbor estimated payment guidance

BEST FOR:

W-2 income, investment income, straight forward filings

Advanced Advisory

$6,500 - $12,000+

ANNUALLY

ONGOING SUPPORT AND COORDINATION FOR WHAT MATTERS MOST.

INCLUDES:

  • Everything in Tax Strategy included

  • Ongoing involvement in key decisions and transactions

  • Coordination with your other advisors (legal, financial, investment, etc.)

  • Periodic check-ins and strategy updates throughout the year

BEST FOR:

Multiple entities, K-1s, complex financial situations, and high-net-worth individuals and families

Additional Services

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  • Advanced tax planning and strategy

  • Entity structure and coordination

  • Family office and CFO-level support

ENTITY SETUP
AND STRUCTURING

ACCOUNTING SYSTEM SETUP AND CLEANUP

FAMILY OFFICE AND
HIGH-TOUCH SUPPORT

  • Trust advisor to your advisory team

  • Family investment partnership guidance

New entity formation and restructuring guidance tailored to your goals.

Get organized with clean, accurate books you can actually use.

For clients who need ongoing financial organization, coordination, and support beyond traditional tax services. We act as a trusted extension of your team.

OUR SERVICE TIERS

Transparent. Proactive. Personalized.
Choose the level of support that fits where you are and where you're going.

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Not sure which service is right for you?

Take the first step and reach out!
Let's talk through your situation and find the best fit.

How we work together

We offer different levels of support depending on your needs. Whether you're looking for straightforward filing or ongoing advisory, we're here to help.

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