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BCO.258fc67f-4159-446d-9c02-facacab67f59.png

Tax Strategy & Planning

$250.00

Proactive recommendations to minimize your tax burden and strengthen long-term financial success. [Please note that the actual price ranges between $250-$1,2000 depending on the Plan Level.]

Plans:

  • Basic Tax Strategy Session: $250 (1 hr. + Strategy Report)

  • Intermediate Plan: $499 (2-3 Meetings + Projections) [Payment will be requested separately from the base rate.]

  • Annual Unlimited Tax Strategy Plans: $1,200/year [Payment will be requested separately from the base rate.]

Proactive recommendations to minimize your tax burden and strengthen long-term financial success. [Please note that the actual price ranges between $250-$1,2000 depending on the Plan Level.]

Plans:

  • Basic Tax Strategy Session: $250 (1 hr. + Strategy Report)

  • Intermediate Plan: $499 (2-3 Meetings + Projections) [Payment will be requested separately from the base rate.]

  • Annual Unlimited Tax Strategy Plans: $1,200/year [Payment will be requested separately from the base rate.]

Move beyond simple tax preparation with a proactive, year-round strategy. We develop tailored recommendations on timing income/expenses, choosing the optimal retirement plans (e.g., SEP-IRA, Solo 401k), and leveraging business structure changes to legally minimize your overall tax burden. This service strengthens your long-term financial success by making tax-smart business decisions before the end of the year, preventing costly surprises and promoting sustainable growth.