TAX PLANNING
Tier 1:
Basic
Planning
$500 total — $250 deposit (non-refundable), $250 balance due before final strategy call
Includes strategy call, entity choice planning, basic tax estimates, deduction optimization tips.
Tier 2: Comprehensive Planning
$1,200 total — $600 deposit (non-refundable), $600 balance due before the strategy session is booked.
Includes same as Tier 1 plus quarterly projection, tax minimization strategies, retirement/qualified business income planning, year‑round support.
Tier 3:
Full-Day Custom Strategy Session
$2,000 total — $1,000 deposit (non-refundable), $1,000 balance due before the Strategy Day is scheduled.
In‑depth deep dive, multi‑entity or multi‑state considerations, customized projections, cash flow and succession planning.
Retainer Option (Year‑Round Support)
$250–$500/month
Incorporates ongoing check‑ins, estimated payment tracking, timely proactive advice, and planning updates.