We're committed to finding the best solution to your tax issue that works for you. We will only suggest a solution to address your tax problem if we think it's right for you.

 

If we don't think our services are necessary, we'll give you advice on how to handle your tax issue for free.

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​Tax Strategy Consultation

• $250-$500 introductory strategy session

Annual Tax Stategy Plan

• $750- $2500+ depending on complexity

High-Income Tax Strategy

• W-2 Executives

• Physicians

• Professionals

• Business Owners

• Investors​

Business Tax Strategy

• Entity Structure

• Reasonable Compensation

• Retirement Compesation

• Retirement Planning

• Business Deductions

• Estimated Taxes

• Owner Compensation

• Year-End Planning

Real Estate Tax Strategy

• Rental Properties

• Depreciation

• Vehicle Deductions

• Real Estate Professionals

• 1031 Exchanges

• Entity Structuring

• Short-Term Rentals

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